Using Workflow with Self-Service Transactions

To use workflow with self-service transactions, use the Set Workflow Defaults component (WF_SYSTEM_DEFAULTS), Transaction Categories component (EO_TRAN_CATS), Workflow Transactions component (EO_TRANSACTIONS), System Workflow Rules component (EO_SYS_WF_RULES), Workflow Status component (HR_WF_STATUS), and Workflow User Preferences component (HR_SS_WF_EE_PREF).

These topics discuss how to use workflow with self-service transactions.

Page Name

Definition Name

Usage

Worklist System Defaults Page

WF_SYS_DEFAULTS

Set default parameters for workflow messages.

Workflow Transaction Categories Page

EO_TRAN_CATS

Define the category for self-service transactions. Generally, all self-service transactions are assigned to HR_TRANSACTIONS. This data is supplied by PeopleSoft and it is recommended that you not change this information.

Workflow Transactions Page

EO_TRANSACTIONS

Register self-service transactions as workflow transactions by associating them with the appropriate workflow functionality and assigning a workflow transaction category.

For transactions that do not use the Approval Framework, the a category is supplied by PeopleSoft and we recommend that you not change this information.

For transactions that use the Approval Framework, you must additionally specify the approval process ID associated with the transaction. You can also enable delegation of transaction initiation and approval.

System Workflow Rules Page

EO_SYS_WF_RULES

Set the rules for workflow notification for every set ID where you plan to use workflow.

Workflow Status Page

HR_WF_STATUS

Specify what workflow is triggered for each self-service transaction. Changes to the approval path can be made, but is not recommended.

Workflow User Preferences Page

HR_SS_WF_EE_PREF

Set up a user's notification method for workflow messages.

See PeopleTools: Workflow Technology.

Use the Worklist System Defaults page (WF_SYS_DEFAULTS) to set default parameters for workflow messages.

Navigation

PeopleTools > Workflow > Defaults & Messages > Set Workflow Defaults > Worklist System Defaults

Image: Worklist System Defaults page

This example illustrates the fields and controls on the Worklist System Defaults page. You can find definitions for the fields and controls later on this page.

Worklist System Defaults page

Make sure the Worklist Active, Email Active, and HR Installed check boxes are selected.

Use the System Workflow Rules page (EO_SYS_WF_RULES) to set the rules for workflow notification for every set ID where you plan to use workflow.

Navigation

Set Up HCM > Common Definitions > Self Service > System Workflow Rules > System Workflow Rules

Image: System Workflow Rules page

This example illustrates the fields and controls on the System Workflow Rules page. You can find definitions for the fields and controls later on this page.

System Workflow Rules page

For different rules to exist for different business units, specify these rules at the SetID level.

Note: You must specify this information when you implement PeopleSoft HCM.

Field or Control

Definition
Transaction Category

Select a transaction category.
Workflow Rule

Define how the system notifies users when they're required to perform a function. Values include:

  • Email: Notify the user via email.

  • Worklist: Notify the user by placing an entry in the user's worklist.

  • Both: Notify the user by both email and worklist.

  • None: No notification.

  • User: Enable the user to define a preference. The user specifies preferences on the Workflow User Preferences page.
Notify User - Entry

Select if users are to receive confirmation when initiating transactions.
Notify All

Select if users are to be notified each time someone processes one of their transactions.
Notify - Final disposition

Select if users are to be notified when the final disposition has been made for the request.

Use the Workflow User Preferences page (HR_SS_WF_EE_PREF) to set up a user's notification method for workflow messages.

Navigation

Self Service > Workflow User Preferences > Workflow User Preferences

Image: Workflow User Preferences page

This example illustrates the fields and controls on the Workflow User Preferences page. You can find definitions for the fields and controls later on this page.

Workflow User Preferences page

Select the method of workflow notifications.