Delivered Workflow for eDevelopment

This topic discusses eDevelopment workflow.

Profile approvals processing uses the Approval Framework. The delivered approval definitions provide the following approval processing:

  • When employees make changes to their personal profiles, the changes that require approval (as defined by the profile type definition) are routed to their manager for approval.

  • When managers create or update non-person profiles, the changes are routed to the profile administrator for approval.

The delivered definitions enable you to set up a one-step or two-step profile approval process. You can use the delivered definitions or set up new approval definitions according to your business requirements. Approval definitions are linked to profile types on the Profile Types — Attributes page.

Note: Oracle PeopleSoft delivers Notification Composer Framework to manage the setup and administration of all notifications in one central location.

Once you have adopted the Notification Composer feature, you must use it to create new notifications and manage your existing notifications.

Notifications delivered with HCM Image 47 or later must use Notification Composer.

For more information about Notification Composer Framework, see Understanding Notification Composer.

This topic discusses the non-person approval workflow.

Description

Information Type

Description

Event Description

A manager creates a new job profile or updates an existing job profile using the View Job Profiles self-service option.

Action Description

When the profile administrator selects the worklist entry or clicks the link in the email, the system links the profile administrator to the Non-person Profile — Approval page.

Notification Method

Email and worklist.

Approval Workflow Definitions

Information Type

Description

Process ID

JPMNonpersonProfiles

Workflow Transaction

JPMNonpersonProfiles

Definition ID

Two delivered definition IDs:

ByProfileAdministrator is a one-step approval by the profile administrator (user list JPMApprovalAdministrator).

ProfileAdminThenCompAdmin is a two-step approval. The first approver is the profile administrator (user list JPMApprovalAdministrator) and the second approver is the compensation administrator (user list JPMCompensationAdministrator).

Email Templates

JPMApproveNonpersonProfile

JPMDenyNonpersonProfile

JPMErrorNonpersonProfile

JPMSubmitNonpersonProfile

JPMPushbakNonpersonProfile

Note: The pushback email template JPMPushbakNonpersonProfile is not enabled in eDevelopment as delivered.

This topic discusses the person profile approval workflow.

Description

Information Type

Description

Event Description

An employee creates a new person profile or updates an existing person profile using the My Profile self-service option.

Action Description

When the employee's manager selects the worklist entry is selected or clicks the link in the email, the system links the manager to the Person Profile — Approval page.

Notification Method

Email and worklist.

Approval Workflow Definitions

Information Type

Description

Process ID

JPMPersonProfiles

Workflow Transaction

JPMPersonProfiles

Definition ID

Six delivered definition IDs for the different reporting structures:

ByDepartmentManager for approval by the department manager defined by the Manager ID field on the Department Profile page (user list JPMDepartmentManager).

ByReportsToOrDepartmentMgr for approval by the manager defined by the Reports To field on the Job Information page, or, if that manager is not found, the Manager ID for that department on the Department Profile page (user list JPMPartPosnMgmtDeptMgr).

ByReportsToOrSupervisorID for approval by the manager defined by the Reports To field on the Job Information page, or, if that manager is not found, the Supervisor ID for that person (user list JPMPartPosnMgmtSupervisor ).

ByReportsToPosition for approval by the manager defined by the Reports To field on the Job Information page (user list JPMReportsToPosition).

BySupervisorID for approval by the supervisor defined by Supervisor ID field on the Job Information page (user list JPMSupervisorID)

TwoLevelManager is a two-step approval process. The approval is routed to the employee's manager (user list JPMPartPosnMgmtSupervisor) and then the manager's manager (user list JPMPartPosnMgmtSupervisor)

Email Templates

JPMApprovePersonProfile

JPMPushbackPersonProfile

JPMDenyPersonProfile

JPMErrorPersonProfile

JPMSubmitPersonProfile

Note: The pushback email template JPMPushbackPersonProfile is not enabled in eDevelopment as delivered.

This topic discusses the Professional Training workflow that is based on PeopleTools workflow; it does not use the approvals workflow engine.

See the product documentation for PeopleTools: Workflow Technology.

Description

Information Type

Description

Event Description

An employee uses self-service to update their personal development information for professional training. This generates either a worklist entry or email to the manager.

Action Description

When the worklist entry is selected (or the link in the email is selected), the system links the manager to the page where she can view changed personal development information for professional training.

Notification Method

Email, worklist, or both.

Workflow Objects

Information Type

Description

Event

HR_PROF_TRAINING

Workflow Action

Automatic

Role

Roleuser by EmplID query

Email Template

Notify Manager

Business Process

Professional Training

Business Activity

HR_PROF_TRAINING

Business Event

Training