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Oracle® Fusion Applications Workforce Deployment Implementation Guide
11g Release 1 (11.1.2)
Part Number E20379-02
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11 Common Applications Configuration: Define Approval Management for Human Capital Management

This chapter contains the following:

Approval Management: Highlights

Predefined Approval Rules for Oracle Fusion Global Human Resources Tasks: Explained

The Predefined Approval Flow for Oracle Fusion Global Human Resources: Explained

The Manager Hierarchy: How It Is Maintained

Approval Management Configuration Options for Oracle Fusion Human Capital Management: Explained

Approval Management: Highlights

Use approval management to determine the policies that apply to approval workflows for particular business objects such as expense reports. For example, you can specify levels of approval for expense reports over a particular amount, to reflect your own corporate policies. You also determine the groups of users who act on these workflow tasks, for example, the chain of approvers for expense reports.

Approval management is fully described in the Oracle Fusion Middleware Modeling and Implementation Guide for Oracle Business Process Management. Though the concepts described there apply also to Oracle Fusion Applications, the only setup relevant to Oracle Fusion Applications involves approval groups and task configuration. Customization of approval workflows themselves is described in the Oracle Fusion Applications Extensibility Guide.

Overview

Approval Groups and Task Configuration

Customization

Predefined Approval Rules for Oracle Fusion Global Human Resources Tasks: Explained

Predefined approval rules exist for many Oracle Fusion Global Human Resources tasks. In most cases, approval by the first-level and second-level managers of the person who submits the transaction is required; however, you can create different approval rules for any task.

This topic identifies Global Human Resources tasks that have predefined approval rules. It also identifies the attributes enabled for use in custom approval rules for Global Human Resources tasks. Attributes that occur in both employment terms and assignments are enabled in both.

Approval by First-Level and Second-Level Managers

For the following tasks, the predefined approval rules require approval by the transaction submitter's first-level and second-level managers. The attributes shown in the following table are enabled for use in custom approval rules; the predefined approval rules do not use them.


Task

Enabled Attributes

Transfer (Line Manager)

Action, Action Reason, Assignment Category, Business Unit, Department, Grade, Destination Legal Employer, Hourly Paid or Salaried, Job, Location, Position, Salary Amount, Salary Components, Worker Category, Working at Home

Promotion (Line Manager)

Action, Action Reason, Assignment Category, Business Unit, Department, Grade, Hourly Paid or Salaried, Job, Location, Position, Salary Amount, Salary Components, Worker Category, Working at Home

Change Manager

Action, Action Reason

Change Location

Action, Action Reason, Location

Change Working Hours

Action, Action Reason, Assignment Category, Hourly Paid or Salaried, Worker Category

Terminate Work Relationship

Termination Action, Termination Reason, Notification Date, Recommended for Rehire, Rehire Recommendation Reason, Termination Date

Hire an Employee

Hire Action, Hire Reason, Assignment Category, Business Unit, Citizenship Nationality, Citizenship To Date, Citizenship Status, Contract Type, Contract Duration, Department, Grade, Grade Ceiling Step, Grade Ladder, Grade Rate Value, Grade Step, Hourly Paid or Salaried, Job, Legislative Information (all attributes), Location, National ID Country, National ID Type, Notice Period, Passport Country, Passport Expiration Date, Passport Type, Payroll, Person Type, Position, Probation Period, Role Name, Salary Amount, Salary Basis, Salary Components, Visa or Permit Country, Visa or Permit Expiration Date, Visa or Permit Status, Visa or Permit Type, Worker Category, Working as a Manager, Working at Home, Working Hours, Working Hours Frequency

Add a Nonworker

Action, Action Reason, Assignment Category, Business Unit, Citizenship Nationality, Citizenship To Date, Citizenship Status, Contract Type, Contract Duration, Department, Grade, Grade Ceiling Step, Grade Ladder, Grade Rate Value, Grade Step, Hourly Paid or Salaried, Job, Legislative Information (all attributes), Location, National ID Country, National ID Type, Passport Country, Passport Expiration Date, Passport Type, Payroll, Person Type, Position, Role Name, Salary Amount, Salary Basis, Salary Components, Visa or Permit Country, Visa or Permit Expiration Date, Visa or Permit Status, Visa or Permit Type, Worker Category, Working as a Manager, Working at Home, Working Hours, Working Hours Frequency

Add a Contingent Worker

Placement Action, Placement Reason, Assignment Category, Business Unit, Citizenship Nationality, Citizenship To Date, Citizenship Status, Contract Type, Contract Duration, Department, Grade, Grade Ceiling Step, Grade Ladder, Grade Rate Value, Grade Step, Hourly Paid or Salaried, Job, Legislative Information (all attributes), Location, National ID Country, National ID Type, Passport Country, Passport Expiration Date, Passport Type, Payroll, Person Type, Position, Role Name, Salary Amount, Salary Basis, Salary Components, Visa or Permit Country, Visa or Permit Expiration Date, Visa or Permit Status, Visa or Permit Type, Worker Category, Working as a Manager, Working at Home, Working Hours, Working Hours Frequency

Add a Pending Worker

Action, Action Reason, Assignment Category, Business Unit, Citizenship Nationality, Citizenship To Date, Citizenship Status, Contract Type, Contract Duration, Department, Grade, Grade Ceiling Step, Grade Ladder, Grade Rate Value, Grade Step, Hourly Paid or Salaried, Job, Legislative Information (all attributes), Location, National ID Country, National ID Type, Notice Period, Passport Country, Passport Expiration Date, Passport Status, Passport Type, Person Type, Position, Probation Period, Role Name, Visa or Permit Country, Visa or Permit Expiration Date, Visa or Permit Status, Visa or Permit Type, Worker Category, Working as a Manager, Working at Home, Working Hours, Working Hours Frequency, Worker Type

Create Work Relationship (if redirected from an Add Person task)

Action, Action Reason, Assignment Category, Business Unit, Citizenship Nationality, Citizenship To Date, Citizenship Status, Contract Type, Contract Duration, Department, Grade, Grade Ceiling Step, Grade Ladder, Grade Rate Value, Grade Step, Hourly Paid or Salaried, Job, Legislative Information (all attributes), Location, National ID Country, National ID Type, Notice Period, Passport Country, Passport Expiration Date, Passport Status, Passport Type, Payroll, Person Type, Position, Probation Period, Role Name, Salary Amount, Salary Basis, Salary Components, Visa or Permit Country, Visa or Permit Expiration Date, Visa or Permit Status, Visa or Permit Type, Worker Category, Worker Type, Working as a Manager, Working at Home, Working Hours, Working Hours Frequency

Manage Work Schedule Assignment

None

Approval by First-Level Manager

For the following tasks, which include creation, deletion, and editing of the relevant objects, approval by the transaction submitter's first-level manager is required. The attributes shown in the following table are enabled for use in custom approval rules; the predefined approval rules do not use them.


Task

Enabled Attributes

Manage Absence Records

Actual Absence Start Date and Time, Actual Absence End Date and Time, Document Attachments, Document Country, Document Type, Duration, Projected Start Date and Time, Projected End Date and Time, Status

Manage Document Record

Document Category, Document Country, Document Type

Approval by Worker

For the Share Information task, approval by the worker whose information is shared is required if the task is performed by the line manager or human resource specialist.

No Predefined Approval Rules

For the following tasks, no predefined approval rules exist. However, the attributes shown in the following table are enabled for use in custom approval rules.


Task

Enabled Attributes

Change Address

Address (all attributes), Phone Number (all attributes)

Change Marital Status

Address (all attributes), Marital Status, Phone Number (all attributes)

Create Employment Terms

Action, Action Reason, Assignment Category, Business Unit, Contract Type, Contract Duration, Department, Grade, Grade Ceiling Step, Grade Ladder, Grade Rate Value, Grade Step, Hourly Paid or Salaried, Job, Location, Notice Period, Payroll, Position, Probation Period, Salary Amount, Salary Basis, Salary Components, Person Type, Worker Category, Working as a Manager, Working at Home, Working Hours, Working Hours Frequency

Manage Employment

Action, Action Reason, Assignment Category, Business Unit, Contract Type, Contract Duration, Department, Grade, Grade Ceiling Step, Grade Ladder, Grade Rate Value, Grade Step, Hourly Paid or Salaried, Job, Location, Notice Period, Payroll, Position, Probation Period, Salary Amount, Salary Basis, Salary Components, Person Type, Worker Category, Working as a Manager, Working at Home, Working Hours, Working Hours Frequency

Manage Grades

Grade Code, Grade Name, Grade Status, Grade Step Name

Manage Grade Ladders

Grade Ladder Status, Grade Name, Step Rate Name, Step Rate Value

Manage Grade Rates

Grade Rate Name, Grade Rate Status, Grade Rate Type, Maximum Value, Midpoint Value, Minimum Value

Manage Jobs

Approval Level, Full Time or Part Time, Job Family, Job Function, Job Name, Management Level, Regular or Temporary, Status, Valid Grade

Manage Locations

Address (all attributes), Designated Receiver, Fax Number, Main Phone Number, Location Status, Ship-to-Site

Manage Organizations

Classification Code

Manage Person

All attributes of: Address, Citizenship, Communication Methods, Contact Relationship, Disability, Driver's License, E-Mail, Ethnicity, Legislative Information, National ID, Passport, Person Name, Phone Number, Religion, Visa, Work Permit

Manage Positions

Bargaining Unit, Business Unit, Department, Entry Grade, Hiring Status, Job, Location, Regular or Temporary, Seasonal, Security Clearance, Valid Grades

For other Global Human Resources tasks, such as Manage Absence Types, Manage Accrual Plans, and Manage Checklist Templates, no predefined approval rules exist and no attributes are enabled for custom approval rules. Transactions without approval rules or for which no approval task flows exist are approved automatically when approvals are enabled.

The Predefined Approval Flow for Oracle Fusion Global Human Resources: Explained

Oracle Fusion Global Human Resources has one predefined approval flow. Using Oracle JDeveloper, you can edit a copy of this flow and create additional approval flows for transactions that have different approval requirements.

The following figure shows the predefined approval flow.

  1. When the transaction is submitted, it is routed automatically to the worklist of the submitter's first-level manager, who is the first approver.

  2. If the submitter's first-level manager approves the transaction, it is routed automatically to the submitter's second-level manager, who is the second approver.

  3. If the submitter's second-level manager approves the transaction, it is committed to the database tables.

The predefined approval flow for Oracle
Fusion Global Human Resources

Security permitting, either approver may edit the transaction. A link to edit the transaction is included in all notifications by default; however, the link can be hidden using personalization. The approval process continues unaltered after the transaction has been edited.

Approval Management Extensions (AMX) configuration options for Oracle Fusion Human Capital Management determine most of the actions that are available to the participants in the approval process. For example:

If you change the default settings of the AMX configuration options, then different actions or action outcomes become available to this approval flow.

Notifications

The following table summarizes who is notified at each event during the predefined approval flow.


Transaction Event

Transaction Submitter

Approver: First-Level Manager

Approver: Second-Level Manager

Routed for approval

 

Yes

Yes

Rejected

Yes

 

 

Pushed back

 

Yes

 

Committed

Yes

Yes

Yes

In addition, either approver can request more information from the other approver, the transaction submitter, or both. Such requests do not affect control of the approval process, but the person from whom information is requested receives a worklist notification.

The Manager Hierarchy: How It Is Maintained

In many situations, a person's manager hierarchy must be readily available. For example, a person's line managers may need to be identified during an approval process, and business intelligence reports often retrieve data based on a manager hierarchy.

How the Manager Hierarchy Is Maintained

A person's manager hierarchy could be derived from live data tables, but the impact of that approach on performance is unpredictable. Therefore, the complete line manager hierarchy for each person is extracted from live data tables and stored in a separate manager hierarchy table, known as the denormalized manager hierarchy; it ensures that a person's manager hierarchy is both easily accessible and up to date.

The Refresh Manager Hierarchy process populates the denormalized manager hierarchy table when person records are migrated from other applications. Otherwise, whenever a change is made to a person's manager hierarchy, the change is copied automatically to the denormalized manager hierarchy table. However, by running the Refresh Manager Hierarchy process in addition to these automatic individual updates, you can ensure that the denormalized manager hierarchy is as accurate as possible.

The Refresh Manager Hierarchy process has no default schedule; however, you can run the process occasionally to perform a complete refresh of the denormalized manager hierarchy. Alternatively, you can specify a schedule to run the process at regular intervals.

Approval Management Configuration Options for Oracle Fusion Human Capital Management: Explained

The Approval Management Extensions (AMX) to the human workflow services of Oracle SOA Suite have the following default configuration options for all applications in the Oracle Fusion Human Capital Management family.


Configuration Option

Default Value

Effect of Default Value

Ad hoc insertion of approvers

True

Ad hoc insertion of approvers in the approval list is allowed. Users who add approvers may also modify or remove the approvers that they add.

Allow delegate

True

Approvers can delegate their approval responsibilities to other users. One approver replaces another, but the approver list is otherwise unaltered.

Allow pushback

True

An approver can push the transaction back to the previous approver, who thereby has a second opportunity to review the transaction.

Allow reassign

True

Any approver can reassign the approval to a different approver. The approval list is recalculated based on the new approver.

Allow request information

True

Approvers can request more information from another approver or the person who submitted the transaction.

Allow self-approval

False

The person who submits the transaction cannot approve it.

Allow withdraw

True

The requester or an administrator can withdraw a transaction while the approval process is incomplete. Approvers who have already approved are notified of the withdrawal. The transaction is removed from the worklists of approvers who have not yet approved.

On error notify

Human Resources Application Administrator

A Human Resources Application Administrator is notified automatically when an error occurs.

Period before task expires

None

Approval tasks do not expire.

Period before task escalates

None

Approval tasks are not escalated to other approvers.

Escalated approver

None

Approval tasks are not escalated to other approvers.

Repeated approver frequency

Once per approval

An approver receives one notification per transaction, even when the approver appears multiple times in the approver list.

Re-evaluate approver list

True

The approver list is regenerated after every response.

Rejection outcome

Stop all

When an approver rejects a transaction, the approval process stops and the transaction is canceled.