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Training course overview

Course overview

This course provides an overview of the Employee and Manager Self Service functionality.


This course should be attended by persons who have previously attended (or have relevant experience):

  • Introduction and Navigation course
  • System Administration and Security
  • Customisation (recommended)

The course requires a basic knowledge of working with our system and understanding of chris system security as well as knowledge of Self Service requirements of your organisation.


Note, courses may be run in either ichris or chris21 - please check the course date to see which interface will be used.

Training course cost
Who Should Attend
Who should attend
System Administrators and HR Professionals
Personal Drivers
Personal drivers
Learn about using and administering Employee and Manager Self Service
Full day
Quote text
Tell me and I forget. Teach me and I remember. Involve me and I learn.
Quote attribution
Benjamin Franklin

What you will learn ...

What you will learn

The course will introduce you to the functionality for:

  • defining and maintaining user access to Self Service
  • defining position relationships
  • configuring Self Service interface
  • configuring workflows including email notifications
  • configuring and processing Self Service requests for leave, timesheets, training, travel and expenses
  • reviewing menus, menu roles and pages in the Employee and Manager Self Service interface


Introducting Self Service

  • Understand Self Service prerequisites
  • Install Self Service
  • Configure pages at logon
  • Edit user help
  • Manage staff lists

Setting up emails for Self Service

  • Configure your system for emails
  • Manage staff email addresses
  • Auto-generate emails for staff
  • Generate emails when data is added or changed

Managing workflow rules

  • Create workflow rules for employee requests
  • Set up email replies for workflows
  • Escalate requests

Setting up User Access

  • Understand security profiles
  • Create user account
  • Customise menu

Using Self Service

  • Log into Self Service
  • Submit and approve requests
  • View calendar pages, payslips and leave balances

Managing administrator interface

  • Access administrator interface
  • Configure Self Service using the administrator
  • Confirm administrator settings
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Dates and Venues

This course has no sessions yet. Please check back later.