Setting up self service for employees, managers and HR

The three roles, the review queue, exit questionnaires and checklist template tasks.

• Employee — given automatically to every user linked to an employee record. Their own records only.
• Manager Self Service (ess-manager) — the Team Approvals screen. Deciding is confined to the approver each level names.
• HR Self Service Administrator (hr-ess-admin) — Change Requests, the exit questionnaires, Exit Interviews and Exit Reasons, Checklist Template Tasks, and HRMS Onboarding Checklists.

1. Link each employee to their user on the employee record. They get the Employee role at once.
2. Give managers Manager Self Service, and HR's reviewers the HR Self Service Administrator role.
3. Under Exit Questionnaires keep one marked default; under Exit Questions mark the one whose answer is the reason for leaving.
4. Under Checklist Template Tasks fill in what each onboarding and offboarding template asks, and who does each task. Tasks owned by employee appear in the employee's workspace.