6 Setting Up Workflow

This chapter contains the following topics:

6.1 Understanding Workflow

JD Edwards EnterpriseOne Workflow Tools (workflow) is an electronic messaging system that automates tasks by using an email-based process flow across a network. For the JD Edwards EnterpriseOne Human Capital Management system. Workflow can be integrated with these tasks:

You can customize or deactivate certain workflow processes to meet your business needs. For example, if your company does not pay vacation accruals when an employee is terminated, and you are using workflow to terminate an employee, you can deactivate the workflow process that automatically pays employee vacation accruals.

6.2 Understanding Workflow Setup for Human Capital Management

This section provides an overview of workflow setup for JD Edwards EnterpriseOne Human Capital Management and lists prerequisites.

6.2.1 Workflow Setup for Human Capital Management

A system administrator can create new workflow processes to work with programs that are capable of using them. For example, you might want to create custom workflow processes that you can use outside of your annual benefits enrollment period, with programs that are normally included in that process. A system administrator can use the Object Manager Workbench program (P98220), a development tool that is included with the software, to copy the process for approving benefits enrollment and modify it to automate changes that happen throughout the year, such as an employee name or address change.

Before creating a new workflow process for a program, review the processing options for the program to see if an option already exists to enter an E-mail address. When a single notification message is required, self-service programs sometimes include this option.

6.3 Understanding Recipients and Recipients Rules Setup

You use recipients and recipient rules determines message routing for certain workflow approvals and notifications. For example, you can set up workflow to notify one person or a list of people when you terminate an employee.

Recipient rules apply only to workflow processes that might require more than one person for approvals. For certain workflow tasks, you might only need to set a processing option to specify one recipient.

6.4 Understanding the Process Master Verification Processes

A workflow process might include one or more subprocesses. For example, three subprocesses make up the workflow process for setting up new employees. The three processes are listed in the Process Master program (P98800) as EESETUP01-Employee setup approval, EESUTSK03-Get task approval, and EESUTSK01-Employee task setup.

As part of workflow setup, you should verify that each subprocess for a workflow process is activated.

6.5 Prerequisite

Ensure that you have Solution Modeler installed on your personal computer. Open the Solutions Modeler Applications program (P9040) before you open the Object Manager Workbench program (P98220).

6.6 Setting Up Workflow for Human Capital Management

This section discusses how to set up workflow for JD Edwards EnterpriseOne Human Capital Management.

6.6.1 Forms Used to Set Up Workflow for Human Capital Management

Form Name FormID Navigation Usage
Object Management Workbench W98220A In the Windows client, Cross Application Development Tools menu (GH902), Object Management Workbench. Set up workflow for Human Capital Management.
Copy Non-OL Object W9861BA In the Object Management Workbench, select a workflow process in the left pane and click Copy. Identify benefits enrollment processes
Workflow Design W9860AB Click OK on the Copy Non-OL Object form. Make changes to the Workflow process.

6.6.2 Creating a New Workflow Process

Access the Object Management Workbench form.

To create a new workflow process:

  1. Select the Search tab and then select Workflow in the Category field.

  2. Select Process Name|Process Version in the Search Type field.

  3. To search for the Benefits Approval process, enter BENAPPRV|* in the Search field.

    To view all available processes, enter *.

    You can use the Benefits Approval process as a template for processes that you create to enable other benefits enrollment processes.

  4. To initiate a search, click the magnifying glass button on the Search field.

  5. In the left pane, expand the project tree and focus on the Objects node.

    Expand the project tree that includes your own address book number.

  6. To move the workflow process into your project, in the Search pane, double-click BENAPPRV.

    Alternatively, you can click BENAPPRV and then click the arrow that is pointing left between the panes.

  7. In the left pane, click BENAPPRV and then click Copy.

  8. On the Copy Non-OL Object form, complete these fields:

    • Copy To Process

      To identify benefits enrollment processes, assign a name such as BENAPPR401, BENAPPRMAR, BENAPPRNHR, or BENAPPROPN.

    • Copy To Version

    • Description

    • Product Code

  9. Click OK.

  10. On the Workflow Design form, select the Design Tools tab and then click Start Workflow Modeler to make any changes to the workflow process.

    Note:

    You must delete all active instances of a workflow process and make it inactive before you can modify it.
  11. When you are finished modifying the workflow process, click the Save button and then select Exit from the File menu.

  12. On the Object Manager Workbench form, search for your copied process in the right pane and move it to your project in the left pane.

  13. Click the copied process in your project, and then click the Design button between the panes.

  14. On the Workflow Design form, select the Design Tools tab, and to activate or deactivate the workflow process, click Change Workflow Status.

    Prior to entering changes to the process you need to deactivate the process.

  15. To save changes, click OK.