Setting Up Security for Approvals

After you define all necessary objects in PeopleTools Application Designer and complete the required setup in the application components, you must ensure the proper setup of the applicable permissions lists, roles, and web libraries.

This table describes the delivered permission lists for the approval framework:

Permission List Name

Description

Roles Attached To

HCCPSCAW1010

This is the approvals administrator permissions list. It grants permissions for Approval Framework administration and configuration objects. These objects include all components under the menu path Set Up HCM > Common Definitions > Approvals. PeopleSoft delivers this list already attached to the Approval Framework administrator role. You should also attach this permission list to any existing, application-specific administrator roles in your organization for which you want the administrators to inherit this permission list.

Approval Framework administrator

HCCPSCAW1020

This is the manager permissions list. It grants permissions for Approval Framework manager objects. These objects include several manger-specific self-service pages. PeopleSoft delivers this list already attached to the manager role. Any of your application-specific users who are considered managers and have the manager role assigned to them will automatically inherit this permission list.

Manager

HCCPSCAW1030

This is the employee permissions list. It grants permissions for Approval Framework employee objects. These objects include several employee-specific self-service pages. PeopleSoft delivers this list already attached to the employee role. Any of your application-specific users who are considered employees and have the employee role assigned to them will automatically inherit this permission list.

Employee

PeopleSoft HCM delivers the AWE Administrator role. This role already has the HCCPSCAW1010 permission list assigned to it. However, this role is not attached to any users as delivered. If you do not have an application-specific administrator role, then you can use this role by attaching it to any application-specific administrator users that you have. If you do have an application-specific administrator roles within your organization, then PeopleSoft recommends that you simply attach the HCCPSCAW1010 permission list to that role.

To enable users to view additional information about Approval Framework participants through the approvals status monitor, you must assign users the correct permissions. Because of the manner in which the system displays the approvals status monitor, you must also grant access to the WEBLIB_PTAF web library for the appropriate product permission lists. Also, for users to be able to use the EMC functionality that is part of the Approval Framework, you must grant permission lists full access to the WEBLIB_EOAW web library. PeopleSoft HCM delivers these two web libraries as part of the delivered Approval Framework permission lists.

To grant permission lists access to web libraries:

  1. Navigate to PeopleTools > Security > Permissions & Roles. Permission Lists.

  2. Select the permission list for which you want to grant access to web libraries.

  3. On the Web Libraries page, insert a new row for the web libraries WEBLIB_PTAF and WEBLIB_EOAW.

  4. For each web library, click the Edit link.

    The system displays the Weblib Permissions page.

  5. Click the Full Access (All) button to grant access to all functions, or complete the Access Permissions field to grant access to specific script functions.

  6. Click OK.

  7. Save the permission list.

Note: The Approval Framework assumes each person in the system has one valid operator ID. If you are using the approval process and allow your employees to have more than one operator ID, make sure they have the same roles and permission lists.

See PeopleTools: Security Administration.