Lesson 10

Using the Employee Work Center

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PeopleSoft Proprietary and Confidential 39
 Using the Employee Work Center Lesson 10

Activity 9: Working with Work Center Messages

In this activity, you will review the activity overview and:

• Respond to a work center message.

• Verify the workflow approval in the customer record.

• Initiate a workflow message by changing employee salary amount

• Approve salary change.

• Verify the pay increase in the employee record.

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Slide 95 _______________________________________________________________________________________________________ ) h a
o m
Activity Overview a il.c
In a normal business environment, only the signed-on userycan @ gm hisidoreher
reviewu
.
work
center messages. However, for this and other trainingrcourses
o t h t
that G
incorporate the use of
workflow, use the Employee Queue Manager to o n
n a m tude
access and approve messages for other
address records.
i s h i s S
r h
kthat theecustomer
t credit notification sent when you
In this activity, review messages
added a new customer m elu
in the activity:u s
Creating an Address Book Record for a Customer.
l a
(a nmessage
Create another workflow t o
e from the Work Force Management application.
y s
Usingothe
o rthEmployee l i e manager, locate the credit manager Dominique Abbot. View
cQueue
a mher messages
a b lein the Work Center. Locate the credit limit message for the address number
n
sh nassignedfer to the customer you created earlier in this course. Approve this credit limit.
r i s
K -tra Open the customer master record to verify that the credit limit you approved displays for
l u
l a me non your customer.
A To create a workflow message from the Work Force Management system, change the
salary for the employee associated with your signon. See the table below to locate your
address number. Verify the Basic Compensation program is set to initiate workflow for
an increase threshold of 10 percent. Increase the salary or hourly amount of your
employee by 50 percent. The system creates a workflow message to the manager Cathy
McDougle (7500) that you should review and approve.

Open the employee record to verify the salary change displays on the form.

This table specifies the address record associated with your signon:

Signon Address Book Number and Alpha Name

STA101 201101 Jones, Michael M.
STA102 201102 Cruz, Jeffrey A.
STA103 201103 Chang, Steven Y.
STA104 201104 McAllister, Sarah G.
STA105 201105 Barnes, Troy S.

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40 PeopleSoft Proprietary and Confidential
 Lesson 10 Using the Employee Work Center

Signon Address Book Number and Alpha Name

STA106 201106 Elizalde, Yvonne S.
STA107 201107 Sakagawa, Ken M.
STA108 201108 Arnold, Susan P.
STA109 201109 Van Wagner, Derek T.
STA110 201110 Vargo, Janice O.
STA111 201111 Kim, Grace C.
STA112 201112 Weaver, Kristin B.
STA113 201113 Stevens, Candace
STA114 201114 Reeves, Jonathan
STA115 201115 Garcia, Claudia
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environment. Any changes that you make to your system could g
m
Important! The classroom workstations are set up to replicate a real business
thed e class.
Please do not make any changes in the database unlessth y @affect
instructed toG
i entire
douso in an activity
or by the instructor. o or ent
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PeopleSoft Proprietary and Confidential 41
 Using the Employee Work Center Lesson 10

Activity Detailed Steps

Perform the detailed steps to complete the activity.

Responding to a Work Center Message

To respond to a work center message:

1. Select EnterpriseOne Life Cycle Tools, Workflow Management, Employee Queue

Manager (P012503).

2. On Work With Employee Queue Manager, enter Abbott in the Skip to Name, and
click Find.

3. Select the row for Dominique Abbott, address number 6002.

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4. From the Row menu, select View Mail.
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c o m
5. On Work Center, click the plus sign next to the Credit Management queue to display
the credit messages. ail ..
m
g idfore Over Credit
6. In the list of messages, locate your customer’s message @
r t h y G u
for “Message
Limit.”
o o e n t
m d
tu your student number with
a to helpScorrelate
n
7. Refer to the table in the activity overview
h
kris e this
its associated Address Book name.
l u
e theuassociated
s
Note. When you click m
customer number a l a a message,
( students.
appears in t
the
o
text to help you
text appears to the right of the form. The
eThe employee name distinguish your message from the
messagestof y
h ice n s
o r other
l
alsooappears in the text of your workflow message.
assigned to your STAxxx student signon

a m a b le
n
sh n8.sfInethe r text message pane, click Workflow Approval.jde from the drop down list.
r i
K -tra
l u
l a me non 9. Click the Workflow Approval link.
A 10. On Workflow Approval, verify that the Accept option is selected, and then click OK.

11. Click Close twice to exit.

Verifying the Workflow Approval in the Customer Record

To verify the workflow approval in the customer record:

1. Select Favorites, Address Book Revisions.

2. On Work With Addresses, enter C in the Search Type field.

3. Locate and select the row for your customer 4100<user ID>.

4. Select A/R from the Row menu.

5. On Customer Master Revisions, click the Credit tab.

6. Verify that the assigned credit limit now appears in the Credit Limit field.

7. Click Cancel and Close.

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42 PeopleSoft Proprietary and Confidential
 Lesson 10 Using the Employee Work Center

Initiating a Workflow Message by Changing Employee Salary Amount

To initiate a workflow message by changing employee salary amount:

1. From your Favorites, click the arrow next to Basic Compensation and select values.

2. Verify that the Workflow - Salary Percent Change Threshold is set to 10.0. This will
require approvals for any increase in excess of ten percent and create a workflow
message for review and approval.

3. Click OK.

4. On Basic Compensation, in the Query By Example (QBE) Employee No field, enter

your employee address book number and click Find.

Note. Refer to the table in the Activity Overview for a list of address book numbers
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associate with your system signon IDs.
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c o m
5. Select your employee record. .
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6. Increase the salary or hourly rate, whichever applies, of yourgemployee
y @ u i deby fifty
percent (50%).
o o rth nt G
7. Click OK.
n a m tude
i s h i s S
8. You receive a warning message r
k with h
tyour employee rate change.
that requests you to confirm the increase that you
have entered. Click OKe ltouproceed s e
a
9. On Change (Reason,
o u date as the effective date for the salary increase,
lamuseethetsystem
t h
and then
r yclick OK.ens
o o le lic
n a m b Pending Review Notification, click OK.
10. On Workflow
r a
K rish anNote.
sfeThe new value for the salary will not appear until the salary change has been
e lu n-tr approved.
Ala
m no
11. Click Close.

Approving Salary Change

To approve the salary change:

1. Select EnterpriseOne Life Cycle Tools, Workflow Management, Employee Queue

Manager (P012503).

2. On Work With Employee Queue Manager, enter McDougle in the Skip to Name and
click Find.

3. Select the row for Cathy McDougle.

4. Select View Mail from the Row menu.

5. Open the Salary Approved folder under Queues.

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PeopleSoft Proprietary and Confidential 43
 Using the Employee Work Center Lesson 10

6. Locate the Salary Approval message for your employee number. The system does not
display the employee’s name or address book number until you click on a specific
message.

Note. To determine the name for your signon ID, refer to the table in the first section of
this activity.

7. After you locate the correct record, in the text message pane click Workflow
Approval.jde from the drop down list.

8. Click the Workflow Approval link.

9. On Workflow Approval, verify that the Accept option is selected, and then click OK.

10. On the Work Center, click Close.

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Verifying the Pay Increase in the Employee Record ) h a
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To verify the pay increase in the employee record: .
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1. Select your favorite for Basic Compensation.
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2. On Work With Basic Compensation, find and
m ooselect the
d e n record for your
employee
signon ID.
h n a Stu
3. Verify that the pay change that
s entered
kriyou t h isappears on the form.
e l u se
m
4. Click Cancel andaClose. o u
y ( al se t
r
This concludes
o en Please do not continue.
th thelicactivity.
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44 PeopleSoft Proprietary and Confidential
 Lesson 11

Defining PeopleSoft Support

Services
This lesson has no activities.

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 Defining PeopleSoft Support Services Lesson 11

Notes

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46 PeopleSoft Proprietary and Confidential
 Lesson 12

Course Review
This lesson has no activities.

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PeopleSoft Proprietary and Confidential 47
 Course Review Lesson 12

Notes

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