General Workflow Information

Many tasks that you perform are parts of larger tasks that involve several steps and people working together. For example, when you hire an employee using PeopleSoft Human Resources, you start a process that involves several individuals:

  • One who signs up the employee for benefits.

  • One who reviews and approves equipment requisitions.

  • One who enters tax information for payroll.

PeopleSoft Workflow automates this entire process as well as other processes.

Note: While several workflow business processes are delivered with your HCM system, the system is delivered with all workflow turned off. You must activate PeopleSoft Workflow to use it.

Note: You must set up workflow for PeopleSoft self service applications using pages on the Set Up HCM > Common Definitions > Self Service menu.

See Using Workflow with Self-Service Transactions.

PeopleSoft HCM includes a message agent that enters all of people with an active job record as role users automatically.

While you could manually assign each employee to a role on the User Profile component, this process is tedious if you're designating many employees as users. Some workflow processes could involve every individual in your organization at one time or another. Using the message agent is a faster way to transform your employees into workflow role users.

Use one of the three dynamic Structured Query Reports (SQRs) that query your live human resources database when a workflow involving a Supervisor role is triggered. You select and assign a role user query to the Supervisor routings based on whether you're driving your PeopleSoft Human Resources system by full, partial, or no Position Management. The following table lists the role queries from which you can select. Select the one that is appropriate for your human resources implementation.

Functionality

Query

Full Position Management

[ROLE] Supervisor-Full Posn Mgt (supervisor - full position management)

Position Management turned off

[ROLE] Supervisor-No Posn Mgt

Partial Position Management

[ROLE] Supervisor-Part Posn Mgt

Using the dynamic role user query method ensures that the Supervisor role user assignment is as accurate as your live human resources data. The dynamic query also frees you from maintaining two sets of human resources supervisor data, one in your human resources system and the other in the Role User Table.

The default query is [ROLE] Supervisor-Part Posn Mgt Role User Query. All generic PeopleTools workflows use that query. The query does not run against your live human resources database, but against the Role User Table.

To use one of the other Supervisor role user queries in PeopleSoft Workflow, you must modify all routings involving supervisors.