Understanding Workflow FunctionalityThis appendix provides an overview of the workflow functionality and discusses delivered workflows for the Scorecard application.
See Also
PeopleTools PeopleBook: PeopleSoft Applications User's Guide
PeopleTools PeopleBook: Workflow Technology
Understanding Workflow FunctionalityThe system provides workflow for notifications of KPI assessments when they meet the threshold set in their associated target rules, and for approvals of scorecard comments and assessment overrides.
KPI assessment notification occurs during KPI and scorecard processing. The notification is based on the activities associated with an action that is assigned to a target rule. The activities are set up by using the Activity Definition page.
Workflow can also be used for approving comments and assessment overrides. You establish whether or not to use workflow on the KPI Options page.
KPI notification workflow sends emails to individuals or to a role (such as department managers). To send emails to a role, such as managers, a public query role is used. The delivered query, which is defined and ready to use within the workflow business process, is _BSC_ROLE_QUERY. For role usage, you must define the role and then associate the role with a user ID using PeopleSoft Security.
To set up roles:
Navigate to PeopleTools, Security, Permissions and Roles, Roles, General.
Select the Members tab to assign members to a role.
Select the Workflow tab.
Set the Workflow Routing Options field to Use Query to Route Workflow.
Set the Query Name field to _BSC_ROLE_QRY.
Save the page.
For comments and approval workflow processing to work, the user profile must have a supervisor ID defined, and there must be an email address for the supervisor.
To review user profiles:
Navigate to PeopleTools, Security, User Profiles, User Profiles, General.
Click the Edit Email Address link to verify the email address for the user ID.
Select the Workflow tab to verify that there is an email address for the Supervising User ID field.
See Also
Establishing Activity Definitions
PeopleTools PeopleBook: Security Administration
Delivered Workflows for KPI NotificationThis section discusses the delivered KPI Notification workflows.
Email Alert Notification for KPIsThis section discusses the Email Alert Notification for KPIs workflow.
Email Notification
|
Event Description |
This event is triggered when a KPI meets the threshold set in the Target Rules page. |
|
Action Description |
The system sends email notifications to the users or roles defined in the KPI Action page. |
|
Notification Method |
|
Workflow Objects
|
Business Process |
BSC_EMAIL_PROCESS |
|
Activity |
BSC_EMAIL_ACTIVITY |
|
Role |
MANAGER, BUSINESS ANALYSTS, USERS |
Worklist Alert Notification for KPIsThis section discusses the Worklist Alert Notification for KPIs workflow.
Worklist Notification
|
Event Description |
This event is triggered when a KPI meets the threshold set in the Target Rules page. |
|
Action Description |
The system sends worklist notifications to the users or roles defined in the KPI Action page. |
|
Notification Method |
Worklist. |
Workflow Objects
|
Business Process |
BSC_KPI_WORKLIST_BP |
|
Activity |
BSC_KPI_WORKLIST |
|
Role |
MANAGER, BUSINESS ANALYSTS, USERS |
Delivered Workflows for Comment ApprovalsThis section discusses the delivered workflows for comments approval notification.
Comment NotificationThis section discusses the Comment Approvals Notification workflow.
Approval Notification
|
Event Description |
This even is triggered when the Comments Approval flag is selected and a scorecard user enters a comment for a KPI. |
|
Action Description |
The system sends an email and worklist entry to the immediate manager (supervisor) of the user who entered the comment. |
|
Notification Method |
Email and worklist. |
Workflow Objects
|
Business Process |
BSC_COMMENT_EMAIL_PROCESS |
|
Activity |
BSC_COMMENT_EMAIL_ACTIVITY |
|
Role |
MANAGER, BUSINESS ANALYSTS, USERS |
Comment Approved WorkflowThis section discusses the comment approved workflow.
Approval Notification
|
Event Description |
This even is triggered when a supervisor approves a comment. |
|
Action Description |
The system sends an email to the user who entered the comment. |
|
Notification Method |
Email. |
Workflow Objects
|
Business Process |
BSC_APPROVE_COMMENTS |
|
Activity |
BSC_APPROVE_COMMENTS |
|
Role |
MANAGER |
Comment Rejected WorkflowThis section discusses the comment rejected workflow.
Approval Notification
|
Event Description |
This even is triggered when a supervisor rejects a comment. |
|
Action Description |
The system sends an email to the user who entered the comment. |
|
Notification Method |
Email. |
Workflow Objects
|
Business Process |
BSC_RETURN_EMAIL_COMMENT_BP |
|
Activity |
BSC_RETURN_EMAIL_COMMENT_ACT |
|
Role |
Users |