Accessing and Using HR Actions

An HR action can be used by managers to complete information about their employees, or by employees to make changes to their HCM records.  An HR Action requires a workflow to function properly and is used to route the request.  This Job Aid will focus on My Employee Actions Requests.

Accessing My Employee Action Requests

This type of HR Action is typically used by managers to perform actions on their employees.  For example, promotions, salary changes, hiring and terminations.  To access the My Employee Action Requests available to you, navigate to HR > HR Actions.  The HR Actions screen provides at-a-glance information on the HR Actions Available for use, HR Actions that remain Open, and HR Actions Submitted:

Using a My Employee Action Request

To access the My Employee Action Requests available to you, navigate to HR > HR Actions.

1. Select Start to the right of the HR Action.
2. In the prompt, search for and select the Employee and enter the Effective From date for the change.
3. Select Continue.
4. Complete all required information and optional information, as applicable, within each screen.

5. Select the Continue button to move to the next screen.

6. Repeat steps 4-5 until reaching the last screen.
7. Select the Submit button to complete the HR Action.

8. In the Submit Request action request prompt, select the Submit button.
9. Select OK to acknowledge the Hooray! Message.

When an HR Action is completed you are returned to the Submitted tab of the HR Actions screen.

Use the Actions Menu to:

1. Add Notes to a Submitted Action.
2. Open and View a Submitted Action’s details.
3. Start Another of the same HR Action.
4. Delete the Submitted Action.