This appendix discusses the delivered workflow for:
Changing work location.
Changing part-time and full-time status.
Retiring employees.
Terminating employees.
(USF) Requesting an address change.
(USF) Requesting a name change.
(USF) Requesting a marital status change.
(USF) Requesting an employee status change.
(USF) Requesting a work location change.
(USF) Requesting a promotion.
(USF) Reassigning employees.
(USF) Reporting changes.
(USF) Retiring employees.
(USF) Requesting separation for an employee.
This section discusses requesting a work location change workflow.
Description
Event Description |
Managers submit a request to change the work location of one of their direct report employees using the Change Location transaction. |
Action Description |
After completing the transaction, workflow routes an email and worklist entry to the authorized approvers for approval or denial. |
Notification Type |
Email and Worklist. |
Workflow Objects
Event |
HR_MGR_LOCATION |
Workflow Action |
Automatic |
Role |
Personnel Administrator |
Email Template |
Location Change |
Business Process |
Initiate Location Change |
Business Activity |
HR_LOCATION_CHANGE |
Business Event |
Change Location |
This section discusses requesting an employee status change workflow.
Description
Event Description |
Managers submit a request to change an employee's status to full or part time using the Full/Part Time Status Change page. |
Action Description |
After submitting the request, workflow routes an email and worklist entry to authorized approvers for approval or denial. |
Notification Type |
Email and Worklist. |
Workflow Objects
Event |
HR_MGR_FULL_PART |
Workflow Action |
Automatic |
Role |
Personnel Administrator |
Email Template |
Status Change |
Business Process |
Full Part Time Status Change |
Business Activity |
HR_MGR_FULLPART |
Business Event |
Status Change |
This section discusses retiring employees workflow.
Description
Event Description |
Managers use the Retire Employee page to initiate the employee retirement process. They can enter the reason for the retirement request and the effective date of the retirement. |
Action Description |
An email and worklist entry are routed to the authorized approvers for approval or denial. |
Notification Type |
Email and Worklist. |
Workflow Objects
Event |
HR_RETIRE_EE |
Workflow Action |
Automatic |
Role |
Personnel Administrator and Roleuser By Roleuser Qry |
Email Template |
RETIRE_EMAIL, RETIRE_EE, Notify Originator, Retirement Email |
Business Process |
RETIRE_EE, Initiate Retirement |
Business Activity |
HR_RETIRE_EE, HR_SS_CI_ADMIN_ORIG |
Business Event |
RETIRE_EE, Notify Originator, Retirement CI Notify |
This section discusses terminating an employee workflow.
Description
Event Description |
Managers can use the Terminate Employee page to explain and submit their requests to terminate employees that report to them. |
Action Description |
Once the request is submitted, a confirmation message is displayed. The system creates a workflow email and worklist entry for the human resources department, notifying them to begin the termination process, as well as, an email back to notify the Originator that the transaction was sent to HR. Note. The sending of workflow is not contingent upon clicking OK on the Confirmation page, workflow is sent before the confirmation page is displayed. |
Notification Type |
Email and Worklist. |
Workflow Objects
Event |
HR_EE_TERMINATE |
Workflow Action |
Automatic |
Role |
Roleuser By Roleuser Qry and Personnel Administrator |
Email Template |
TERM_EMAIL |
Business Process |
TERMINATE_EE |
Business Activity |
HR_EE_TERMINATE |
Business Event |
Terminate Employee |
This section discusses requesting an address change workflow.
Description
Event Description |
Managers submit a request to change the address of one of their direct report employees using the Address Change transaction. |
Action Description |
After completing the transaction, workflow routes an email and worklist entry to the authorized manager for approval or denial. |
Notification Type |
Email and Worklist. |
Workflow Objects
Event |
FE_ADDRESS_APPR |
Workflow Action |
Automatic |
Role |
Role user By EMPLID |
Email Template |
FE_ADDR_CHG_WL |
Business Process |
FE_EE_ADDR_CHG |
Business Activity |
FE_EE_ADDR_CHG |
Business Event |
Address Change |
This section discusses requesting a name change workflow.
Description
Event Description |
Managers submit a name change request to for one of their direct report employees with the Name Change transaction. |
Action Description |
An email and worklist entry are sent to the manager or authorized approvers for approval or denial. |
Notification Type |
Email and Worklist. |
Workflow Objects
Event |
FE_NAME_APPR |
Workflow Action |
Automatic |
Role |
Role user By EMPLID |
Email Template |
FE_NAME_CHG_WL |
Business Process |
FE_EE_NAME_CHG |
Business Activity |
FE_EE_NAME_CHG |
Business Event |
Name Change |
This section discusses requesting a marital status change workflow.
Description
Event Description |
A marital status change has been submitted for an employee. |
Action Description |
An email and worklist are sent to the authorized manager to approve or deny the employee marital status change request. |
Notification Type |
Email and Worklist. |
Workflow Objects
Event |
FE_MARITAL_APPR |
Workflow Action |
Automatic |
Role |
Role user By EMPLID |
Email Template |
FE_MAR_STAT_WL |
Business Process |
Marital Status Change |
Business Activity |
FE_EE_MAR_STATUS_CHG |
Business Event |
Marital Status Change |
This section discusses requesting an employee status change workflow.
Description
Event Description |
Managers submit a request to change an employee's status to full or part time using the Full/Part Time Status Change page. |
Action Description |
After submitting the request, workflow routes an email and worklist entry to authorized manager for approval or denial. |
Notification Type |
Email and Worklist. |
Workflow Objects
Event |
FE_MGR_FTPT_APPR |
Workflow Action |
Automatic |
Role |
Role user By EMPLID |
Email Template |
FE_FTPT_CHG_WL |
Business Process |
Full Part Time Status Change |
Business Activity |
FE_MGR_CHG_EE_FTPT |
Business Event |
FTPT Status Change |
This section discusses requesting a work location change workflow.
Description
Event Description |
Managers submit a request to change the work location of one of their direct report employees using the Change Location transaction. |
Action Description |
After completing the transaction, workflow routes an email and worklist entry to the authorized manager for approval or denial. |
Notification Type |
Email and Worklist. |
Workflow Objects
Event |
FE_MGR_LOC_APPR |
Workflow Action |
Automatic |
Role |
Role user By EMPLID |
Email Template |
FE_LOC_CHG_WL |
Business Process |
Employee Location Change |
Business Activity |
FE_MGR_CHG_EE_LOC |
Business Event |
Change Location |
This section discusses requesting a promotion workflow.
Description
Event Description |
Managers submit a request to promote an employee. |
Action Description |
An email an worklist is sent to the Approver notifying them to review the Promotion request and approve or deny. |
Notification Type |
Email and Worklist. |
Workflow Objects
Event |
FE_MGR_PROM_APPR |
Workflow Action |
Automatic |
Role |
Role user By EMPLID |
Email Template |
FE_PROMOTE_WL |
Business Process |
PROMOTE_EE |
Business Activity |
FE_MGR_PROMOTE_EE |
Business Event |
Promote Employee |
This section discusses reassigning employees workflow.
Description
Event Description |
Managers submit a Reassignment request. |
Action Description |
An email and worklist item are routed to approved authorizers for approval or denial. |
Notification Type |
Email and Worklist. |
Workflow Objects
Event |
FE_MGR_REAS_APPR |
Workflow Action |
Automatic |
Role |
Role user By EMPLID |
Email Template |
FE_REASSIGN_WL |
Business Process |
REASSIGN_EE |
Business Activity |
FE_MGR_REASSIGN_EE |
Business Event |
Reassign Employee |
This section discusses reporting change workflow.
Description
Event Description |
Managers submit a request for a reporting change for one of their direct reports. |
Action Description |
An email and worklist item are routed for approval. |
Notification Type |
Email and Worklist. |
Workflow Objects
Event |
FE_MGR_REPORT_APPR |
Workflow Action |
Automatic |
Role |
Role user By EMPLID |
Email Template |
FE_RPT_CHG_WL |
Business Process |
REPORTING_CHANGE_EE |
Business Activity |
FE_MGR_CHG_EE_RPTING |
Business Event |
Reporting Change |
This section discusses retiring employees workflow.
Description
Event Description |
Managers use the Retire Employee page to initiate the employee retirement process. They can enter the reason for the retirement request and the effective date of the retirement. |
Action Description |
An email and worklist entry are routed to the authorized approvers for approval or denial. |
Notification Type |
Email and Worklist. |
Workflow Objects
Event |
FE_MGR_RETI_APPR |
Workflow Action |
Automatic |
Role |
Role user By EMPLID |
Email Template |
FE_RETIRE_WL |
Business Process |
RETIRE_EE |
Business Activity |
FE_MGR_RETIRE_EE |
Business Event |
Retire Employee |
This section discusses requesting separation for an employee workflow.
Description
Event Description |
Managers submit a Separation request for an employee. |
Action Description |
An email and worklist item are routed to approved authorizers for approval or denial. |
Notification Type |
Email and Worklist. |
Workflow Objects
Event |
FE_MGR_SEPA_APPR |
Workflow Action |
Automatic |
Role |
Role user By EMPLID |
Email Template |
FE_SEPARATE_WL |
Business Process |
SEPARATE_EE |
Business Activity |
FE_MGR_SEPARATE_EE |
Business Event |
Separate Employee |