Working with Approvals and Reviews
ePerformance uses the Approval (PTAF_TXN) component to define its approval processes. There are a number of document review processes supported in ePerformance, and several of them include the approval element, which can be:
ManagerOnly
This is a one-step approval process that routes the transaction to an approving manager.
ManagerToAdmin
This is a two-step approval process that routes the transaction to an approving manager and then to the ePerformance human resources administrator.
AdminOnly
This is a one-step approval process that routes the transaction to the ePerformance human resources administrator.
The approval process definition is linked to a document type using the Document Types Page.
In addition to assigning the approval process definition to a document type, you also define when you want the employee review to occur within the performance process.
ePerformance provides approvers the ability to process document approvals directly from emails using the HTML Email Approval feature.
When the functionality is enabled for the document approval transaction in ePerformance, the system sends an email notification to approver(s) when the manager submits a performance or development document for approval. From the HTML email message, the approver can take the appropriate action, such as approve or deny the document, by clicking the appropriate link. To help the approver make the most informed decision, summary information of the document, such as document type, evaluation period, rating, approval history and comments history, is displayed as email content. If configured by the administrator, the document itself can also be available as an email attachment so that the approver has an option to review it in its entirety prior to approving or denying it on the email.
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.
Note: To set up the system to include performance documents in approval emails as attachments, select emailActionOptions as the email processing class for the PerformanceManagement process on the Transaction Configuration page. Select emailActionOptionsNoAttachment to not include documents in approval emails.
The approver can access the View Approval Status Detail Page to review the status of the approval request and the evaluation approval chain by clicking the view document approval request link at the end of the email.
Note: As delivered, the HTML Email Approval feature is disabled for all transactions.
For more information on configuring HTML email approvals, see Triggering Email Collaboration.