LAWSON SELF SERVICE
DENVER HEALTH & HOSPITAL
AUTHORITY
Goals
• Provide on line/electronic access for DHHA
employees to enroll in benefits (Employee Self
Service)
• Provide one site for all Self Service functions of
Lawson (Requisition, Employee and Manager
Self Service users) for ease in use and
prevention of duplicate logins
• Minimal customizations to adapt to Lawson
patches and upgrades
Approach
• Develop and setup standardized “look” to
web site for all users including bookmarks
• Define security by employee number,
position and web requisition logon
• Roll out to pilot group for Open Enrollment:
Human Resources, Information Services,
Materials Management
Approach (cont)
• Provide resources for questions or
problems
• Identified internet explorer version
requirements - IS contact provided for
immediate resolution
• Developed detailed instruction and
communication plan
Post Evaluation
• Utilize reports to monitor and QA (login
attempts, benefit enrollment)
• Conducted survey for feedback on users
experience
• Identify areas of success and
improvements for global rollout in 2006
Administration
• RD30 record security includes employee
number (HR11), requisition user (RQ04),
requisition approval code (RQ02), login to
laua (made this generic)
• RD30 setup directed to customized
default.xml via the ID type and attribute
Administration (cont)
• RD30 link of web name and ID were made
the same for simplicity and ease of
maintenance (note: web type is old
functionality)
• Loaded records via RD930 or Microsoft
Add-Ins
Administration (cont)
• LX00 Attribute setups crucial to attach to
new xml and ID type (note this is setup as
USERENV attribute type)
• Personnel skill set requirements include a
good Java expert for screen
customizations
Administration (cont)
Administration (cont)
Administration (cont)
Trouble Shooting
• Be sure to use IOS cache refresh frequently to
update portal
• Internet Explorer must meet Lawson
requirements. Blocking of pop-ups cannot be
enabled. Typical errors: "Error on page" --and-"Object doesn't support this property or method"
--and-- "The server returned an invalid XML
response"
• Logan environment and application access
takes trial and error. We opened Logan and
disallow user from switching to this product line
in preferences
Trouble Shooting (cont)
• Attributes are very sensitive on setup so
may need to delete RD30 and start over
• Minimize bookmarks (parent vs. child) to
limit selections on login page and prevent
too many pop-ups
Customizations
• Login Error warning – If User ID or password
was incorrect, background turned red and we
customized so users see “Invalid username or
password” verbiage. See Lawson Guru Letter:
http://www.danalytics.com/guru/letter/archive/20
05-06.htm
Customizations (cont)
• Preferences lock out – removed Preferences
button from menu so users can not subscribe to
bookmarks. All bookmark subscriptions are set
up by Administrator
• Logout button – Set up Logout button for users
to close Portal. Did this because Lawson
caches User ID’s and passwords unless all
browser windows are closed. See Lawson Guru
Letter:
http://www.danalytics.com/guru/letter/archive/20
05-07.htm
Customizations (cont)
• All customizations were made via a copy of
default.xml and logon.htm to prevent overwriting with updates
• Removed search box to lock down security for
generic users
• Future customizations of our customized xml’s
require deletion of username.xml files. Portal
refresh is required on logon and new
username.xml is created
• MSP applies are carefully monitored for changes
to above files as well as bookmark changes
Benefits Open Enrollment
Items to consider:
• Cycles.htm will need to be edited for spending
account enrollments to work
• New benefit rates must be entered into Lawson
much earlier than when using manual enrollment
• “No coverage” plan must be set up for each OE
plan type
• Salary information and entire SSN prints on
confirmation statement – make sure employees
are aware of this in case they do not have a
dedicated printer
Benefits Set up
• BS01
Benefits Set-up
• BS02
Benefits Set Up
• BS03
Open Enrollment Process
Open Enrollment Process
Open Enrollment Process
Open Enrollment Process
Open Enrollment Process
Open Enrollment Process
Open Enrollment Process
Open Enrollment Process
Employee Self Service
View only access to:
• Training - History & Scheduled Trainings
• Employment – Job Profile & Review
History
• Pay – Tax Withholdings & Pay Stubs
– (can print out W-4 to send to payroll but can
not directly update Lawson)
• Personal – Leave Balances and
Emergency Contact information
Manager Self Service
View only access to:
• Employee Dates:
– birthday (mm/dd), original hire date, adjusted
hire date and length of service
• Position Requisitions
• Direct Reports
– Profile (Employment data)
– Employee drill around (Leave balances, etc.)
Manager Self Service
Nice features:
• “New Hire” notation next to any direct
report recently hired
• “Review due” notation for anyone who has
review due in next thirty days
• “Overdue Review” notation for anyone
whose review is currently overdue
Manager Self Service
Nice features (cont)
• Reporting structure works well - ability to
review the direct reports of your direct
reports
Survey feedback
• Need ability to change password within
Self Service
• On-line open enrollment was quick and
easy
• Convenience of completing enrollment at
your own computer
• Nice to be able to retrieve PTO balances,
etc. without having to call someone
Survey feedback (cont)
• Easy to navigate – no training necessary
• Recommend offering classes for those
who do not use computers on daily basis
• Not having to deliver paperwork to benefits
was nice
• Wish the Leave Balances for direct reports
were in same format as Employee
information
Requisition Self Service
Items to consider:
• RQ04 setup to include locking down to a
particular accounting unit
• Unable to use Shopping Cart in 8.0.3 as it
creates user roles which override the
customized role
• Only able to see requisitions created by
requisition user logged on
Requisition Self Service
Items to consider (cont):
• Templates go a long way to helping
customers with ordering
• RQ02 approval codes have non-encrypted
passwords which force generic usage
unless each individual has a unique
approval code
Requisition Self Service
Nice Features
• Ability to check and drill around on
requisition status
• Ease of use compared to RQ10
• Search capabilities are more robust in
RSS than LID
• Shortcuts to non-Lawson ordering sites
Requisition Self Service (cont)
8.0.3
Requisition Self Service (cont)
8.1
Demonstration
The End
Thank you for attending ROMLUG!
Contact information:
Charlene Childs (Human Resources)
charlene.childs@dhha.org
Sue Parkins (Procurement/AP)
susan.parkins@dhha.org