Employee self-service reference site walkthrough employee-self-service-reference-site-walkthrough

Prerequisite prerequisite

Set up the reference sites as described in Set up and configure AEM Forms reference sites.

Overview overview

Employee self-service systems, generally hosted on company’s Intranet, give employees access to a host of information and services that they can avail from their desks. It empowers and gives complete control to employees to perform actions such as accessing their employment details, applying for leave, and submitting expense reports. On the other hand, it helps organizations improve process efficiencies and cut costs while keeping employees informed and engaged.

Employee self-service reference site showcases how you can leverage AEM Forms to implement employee self-services system in your organization.

Conflict of interest questionnaire walkthrough conflict-of-interest-questionnaire-walkthrough

Organizations from time to time ask their employees to submit Conflict of Interest questionnaire identify outside activities or personal relationships of their employees that may potentially conflict with their organization.

The Compliance department at Sarah’s organization has asked employees to submit the Conflict of Interest questionnaire.

Sarah submits the Conflict of Interest questionnaire sarah-submits-the-conflict-of-interest-questionnaire

Sarah goes to her organization’s portal, logs in, and clicks Employee to access the employee dashboard. She finds Conflict of Interest questionnaire on the employee dashboard and clicks Apply.

Figure: Organization portal

Figure: Employee dashboard

Sarah navigates the form using the Next button and reads through the Introduction and Definition sections. She responds to the questions in the Questions section. Finally, she signs and submits the questionnaire.

The organization portal and questionnaire are responsive and mobile-friendly. The following workflow shows how Sarah navigates through and submits the questionnaire on her mobile device.

How it works

The organization portal and the employee dashboard are AEM Sites pages. The dashboard lists several self-service options such as the Conflict of Interest questionnaire. The Apply button is linked to an adaptive form.

The adaptive form uses rules to show-hide information based on the answer provided in the Questions tab. Also, the form uses the Scribble component for signing in the Declaration tab. Review the adaptive form at https://[authorHost]:[authorPort]/editor.html/content/forms/af/we-finance/employee/self-service/conflict-of-interest.html.

See it yourself

Go to https://[publishHost]:[publishPort]/content/we-finance/global/en/self-service-forms.html and log in using srose/srose as username/password for Sarah. Click Employee to access the dashboard and then click Apply on Conflict of Interest questionnaire. Review and submit the questionnaire.

Gloria reviews and approves the Conflict of Interest questionnaire submission gloria-reviews-and-approves-the-conflict-of-interest-questionnaire-submission

The Conflict of Interest questionnaire submitted by Sarah is assigned to Gloria Rios for review. Gloria works as a Compliance Officer in the organization. Gloria logs in to her AEM Inbox and reviews the tasks assigned to her. She approves the questionnaire submitted by Sarah and completes the task.

Figure: Gloria’s inbox

Figure: Open task

How it works

The submit action in the Conflict of Interest questionnaire triggers a workflow that creates a task in Gloria’s inbox for approval. Review the Forms Workflow at https://[authorHost]:[authorPort]/editor.html/conf/global/settings/workflow/models/we-finance/employee/self-service/we-finance-employee-conflict-of-interest.html

See it yourself

Go to https://[publishHost]:[publishPort]/content/we-finance/global/en/login.html?resource=/aem/inbox.html and log in using grios/password as username/password for Gloria Rios. Open the task created for Conflict of Interest questionnaire and approve it.

Corporate card application walkthrough corporate-card-application-walkthrough

Sarah travels a lot for business and requires a corporate credit card to pay her bills on the move. She applies for a corporate card through her organization’s employee portal.

Sarah submits the Corporate Card application sarah-submits-the-corporate-card-application

Sarah goes to her organization’s portal, logs in, and clicks Employee to access the employee dashboard. She finds Corporate Card application on the employee dashboard and clicks Apply.

Figure: Organization portal

Figure: Employee dashboard

She clicks Apply on the Corporate Card application. A single-page application opens. She fills all the details and clicks Apply to submit the application.

How it works

The organization portal and the employee dashboard are AEM Sites pages. The dashboard lists several self-service options such as the corporate card application. The Apply button on the application is linked to an adaptive form.

The adaptive form for corporate card application is a simple, one-page, responsive adaptive form. It uses basic adaptive form components such as text, telephone, numeric box, and numeric stepper. Review the adaptive form at:
https://[authorHost]:[authorPort]/editor.html/content/forms/af/we-finance/employee/self-service/corporate-card.html.

See it yourself

Go to https://[publishHost]:[publishPort]/content/we-finance/global/en/self-service-forms.html and log in using srose/srose as username/password for Sarah. Click Employee to access the dashboard and then click Apply on Corporate Card application. Fill in the details, and submit the application.

Gloria reviews and approves the corporate card application gloria-reviews-and-approves-the-corporate-card-application

The Corporate Card application submitted by Sarah is assigned to Gloria Rios for review. Gloria logs in to her AEM Inbox and reviews the tasks assigned to her. She approves the application submitted by Sarah and completes the task.

Figure: Gloria’s inbox

Figure: Open task

How it works

The submission workflow in the Corporate Card application triggers a Forms workflow that creates a task in Gloria’s inbox for approval. Review the Forms Workflow at https://[authorHost]:[authorPort]/editor.html/conf/global/settings/workflow/models/we-finance/employee/self-service/we-finance-employee-corporate-card.html

See it yourself

Go to https://[publishHost]:[publishPort]/content/we-finance/global/en/login.html?resource=/aem/inbox.html and log in using grios/password as username/password for Gloria Rios. Open the task created for Corporate Card application and approve it.

Expense report submission walkthrough expense-report-submission-walkthrough

As Sarah spends during business travels, she needs to submit expense reports for approval. The self-service option in her organization lets her submit the expense report online.

Sarah submits the Expense Report application sarah-submits-the-expense-report-application

Sarah goes to her organization’s portal, logs in, and clicks Employee to access the employee dashboard. She finds Expense Report application on the employee dashboard and clicks Apply.

Figure: Organization portal

Figure: Employee dashboard

She clicks Apply on the Expense Report application. An application form opens, which has two tabs - Report Name and Report Details. The + icon in the Report Details tab allows her to add more than expenditures in one report.

The organization portal and applications are responsive and mobile-friendly. The following workflow shows how Sarah navigates through and submits the expense report on her mobile device.

How it works

The organization portal and the employee dashboard are AEM Sites pages. The dashboard lists several self-service options such as the Expense Report application. The Apply button is linked to an adaptive form.

The Report Name and Report Details tabs in the adaptive form are Panel components. The Report Details panel contains the Expense panel. It is a repeatable panel that allows adding multiple expenditures in the report. Review the adaptive form and its configurations at https://[authorHost]:[authorPort]/editor.html/content/forms/af/we-finance/employee/expense-report.html.

See it yourself

Go to https://[publishHost]:[publishPort]/content/we-finance/global/en/self-service-forms.html and log in using srose/srose as username/password for Sarah. Click Employee to access the dashboard and then click Apply on Expense Report application. Fill in the details and submit the application.

Gloria reviews and approves the expense report gloria-reviews-and-approves-the-expense-report

The expense report submitted by Sarah is assigned to Gloria Rios for review. Gloria logs in to her AEM Inbox and reviews the tasks assigned to her. She approves the application submitted by Sarah and completes the task.

Figure: Gloria’s inbox

Figure: Open task

How it works

The submission workflow in the Expense Report application triggers a Forms workflow that creates a task in Gloria’s inbox for approval. Review the Forms Workflow at https://[authorHost]:[authorPort]/editor.html/conf/global/settings/workflow/models/we-finance/employee/self-service/we-finance-employee-expense-report-workflow.html

See it yourself

Go to https://[publishHost]:[publishPort]/content/we-finance/global/en/login.html?resource=/aem/inbox.html and log in using grios/password as username/password for Gloria Rios. Open the task created for Expense Report application and approve it.

Leave application walkthrough leave-application-walkthrough

Sarah is planning a family vacation next month and wants to apply for a week’s leave from work.

Sarah submits the leave application sarah-submits-the-leave-application

Sarah goes to her organization’s portal, logs in, and clicks Employee to access the employee dashboard. She finds leave application on the employee dashboard and clicks Apply.

Figure: Organization portal

Figure: Employee dashboard

The leave application opens with Sarah’s name and employee ID prefilled in the form. It also displays her leave balance and history. She fills in the leave details and submits the application for approval.

The organization portal and applications are responsive and mobile-friendly. The following workflow shows how Sarah navigates through and submits the application on her mobile device.

How it works

The organization portal and the employee dashboard are AEM Sites pages. The dashboard lists several self-service options such as the leave application. The Apply button is linked to an adaptive form.

The adaptive form for leave application is based on the Employee Leaves Form Data Model. In the Leave Balance section, the leave balance table is populated using the getLeavesOf Form Data Model service. The Start and End dates fields use rules to validate that the date values are equal or after the current date. The leave duration is calculated using the calcBusinessDays function.

You can review the adaptive form and the Form Data Model at the following locations:

https://[authorHost]:[authorPort]/editor.html/content/forms/af/we-finance/employee/self-service/leave-application.html

https://[authorHost]:[authorPort]/aem/fdm/editor.html/content/dam/formsanddocuments-fdm/db

See it yourself

Go to https://[publishHost]:[publishPort]/content/we-finance/global/en/self-service-forms.html and log in using srose/srose as username/password for Sarah. Click Employee to access the dashboard and then click Apply on Leave Application. Fill in the details and submit the application.

Gloria reviews and approves the leave application gloria-reviews-and-approves-the-leave-application

The leave application submitted by Sarah is assigned to Gloria Rios for review. Gloria logs in to her AEM Inbox and reviews the tasks assigned to her. She approves the application submitted by Sarah and completes the task.

Figure: Gloria’s inbox

Figure: Open task

How it works

The submission workflow in the leave application triggers a Forms workflow that creates a task in Gloria’s inbox for approval. Review the Forms Workflow at https://[authorHost]:[authorPort]/editor.html/conf/global/settings/workflow/models/we-finance/employee/self-service/we-finance-employee-leave-application.html

See it yourself

Go to https://[publishHost]:[publishPort]/content/we-finance/global/en/login.html?resource=/aem/inbox.html and log in using grios/password as username/password for Gloria Rios. Open the task created for leave application and approve it.