Reviewing Delivered Absence Management Delegation Set Up

This topic provides an overview of delivered delegation set up for Absence Management and discusses how to:

  • Review workflow transactions.

  • Review permission lists and roles for delegation.

  • Define installation settings.

  • Review delegation transactions.

The delegation framework for Absence Management is delivered with the system. To review this framework:

  1. Review delegation transactions for workflow on the Register Workflow Transaction page.

  2. Review delegation permission lists and roles through PeopleTools Security components.

  3. Define installation settings for delegation on the Delegation Installation Settings page.

  4. Review transactions for delegation on the Configure Delegation Transaction page.

The PeopleSoft system delivers several transactions that are pre-configured for the Absence Management delegation framework. This table lists the delivered delegation transactions:

Note: Refer to Configuring Delegation Transactions for an updated list of delivered delegation transactions for Absence Management.

Transaction Name

Transaction Type

Description

GP_ABS_EESS_BAL

Initiate

Delegate initiation of the employee view of absence balances.

GP_ABS_EESS_HIST

Initiate

Delegate initiation of the employee view of absence history.

GP_ABS_EESS_REQ

Initiate

Delegate initiation of the employee request absence.

GP_ABS_MGRSS_BAL

Initiate

Delegate initiation of the manager view of absence balances.

GP_ABS_MGRSS_HIST

Initiate

Delegate initiation of the manager view of absence history.

GP_ABS_MGRSS_REQ

Initiate

Delegate initiation of manager request absence.

GP_SS_ABS_APPR_L

Approve

Delegate approval of manager approved absence request.

Use the Approval Workflow Engine (AWE) and Delegation Transactions grid to register self-service transactions that use the AWE framework and delegation framework. The data that you enter into this grid links the transaction name and accompanying tables for HCM self-service transactions to the approval process IDs that you create for these transactions on the Register Transactions page.

Note: Ensure the Approval Process ID is set properly according to the Approval Process ID and Approval Process Definition defined in your Country Take setup. You can have multiple Approval Process IDs defined, yet you can only use one at a time. Associate the appropriate Approval Process ID for the Transaction Name GP_SS_ABS_APPR_L in order for delegations on Absence Requests to work correctly.

Multiple Approval Definition IDs can be added to an Approval Process ID. You can link multiple approval scenarios. One may be self-approved; while another can be one, two or more levels of approvals using approvers in one or in multiple user lists to a single Approval Process ID. This functionality allows you simplifying your approval scenarios and reduce the maintenance to multiple Approval Process IDs.

PeopleSoft HR delivers as system data several permission lists that are required for use of the Delegation framework.

This table describes the delivered absence management roles for the delegation framework:

Role Name

Attached Permission Lists

Description

Delegate Employee Absence Bal

HCCPAMSS09

Enables users to access the component to view employee absence balances for another employee when it is delegated to the user.

Delegate Employee Absence Hist

HCCPAMSS10

Enables users to access the components to view employee absence history and absence request details for another employee when they are delegated to the user.

Delegate Employee Absence Rqst

HCCPAMSS08

Enables users to access the component to enter an employee absence request for another employee when it is delegated to the user.

Delegate Manager Absence Appr

HCCPAMSS04

Enables users to access the components to approve absences for another managers direct reports when the pages are delegated to the user.

Delegate Manager Absence Bal

HCCPAMSS06

Enables users to access the components to view absence balances for a managers direct reports when the pages are delegated to the user.

Delegate Manager Absence Hist

HCCPAMSS07

Enables users to access the components to view absence history for a managers direct reports when the pages are delegated to the user.

Delegate Manager Absence Rqst

HCCPAMSS05

Enables users to access the components to enter absence requests for a managers direct reports when the pages are delegated to the user.

For more information on setting up permission lists and role security, seePeopleTools: Security Administration.

When using delegations, ensure that your specified hierarchy is in sync with your direct reports access type setup. In addition, your approval process and definition IDs must be associated to your absence. An incorrect setup can lead to incorrect results. For example, if you use the direct report access type and delegation hierarchy by supervisor ID, then ensure that your absence approval process ID is set up by supervisor ID.

This table lists the delegation transactions delivered for Absence Management:

Note: Refer to Configuring Delegation Transactions for an updated list of delivered delegation transactions for Absence Management.

Transaction Name

Transaction Type

Role

Employee Absence Balance

Initiate

Delegate Employee Absence Bal

Employee Absence History

Initiate

Delegate Employee Absence Hist

Employee Absence Request

Initiate

Delegate Employee Absence Rqst

Manager Absence Balance

Initiate

Delegate Manager Absence Bal

Manager Absence History

Initiate

Delegate Manager Absence Hist

Manager Absence Request

Initiate

Delegate Manager Absence Rqst

Manager Absence Approve

Approve

Delegate Manager Absence Appr