Defining Users for Approvals
To set up users for approvals, use the User Profiles (USERMAINT) and Maintain User Lists (EOAW_USER_LIST) components.
These topics provide an overview of user lists within Approvals and list the pages used to define users for approvals.
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
USER_ROLES |
Attach workflow roles to users. A role is a class of users who perform the same type of work, such as clerks, buyers, or managers. A role describes how people fit into workflow. Role user IDs determine how to route Worklist items to users and how to track the roles that users play in the workflow. |
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|
USER_WORKFLOW |
Define workflow for user profiles. Use this page to define alternate users who are part of the workflow process. You can define alternate users to handle approvals during the absence of the primary approver and supervisor. Refer to the Setting Up and Working With Delegation topics if you are using the Delegation functionality and want to use the alternate user ID. |
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|
EOAW_USER_LIST |
Create and maintain user-list definitions used for routing transactions for approval. Also, define user sources for use with steps in the approval process. If you are using the Query option to define the user list for approval workflow, then, when you are creating the query in the Query Manager component, you must set the Query Type value of the query to Process. Setting the Query Type value to User can cause an error. |
A user list is a collection of users (PeopleSoft Operator IDs) expressed as the result of an SQL statement, PeopleSoft role, or PeopleSoft Application Class. User lists are used to represent the business process of your approval hierarchy on a transaction-by-transaction basis. PeopleSoft delivers pre-defined user lists. If none of the delivered user lists apply to your organization's hierarchy, then you can define your own using the Maintain User Lists component.
Note: The delivered user lists for HCM approvals are designed to be used for routing approvals; they are not for notifications or escalations. Organizations will need to create their own user lists for notification purposes.
Delivered User Lists for HCM for Approvals
PeopleSoft HCM delivers the following common user lists for use with the Approval Framework:
|
User List |
Description |
|---|---|
|
By Department Manager |
Uses the Manager ID field from the Department Profile page. |
|
By Partial Pos Mgmt - Dept Mgr |
Uses the Reports To field from the Job Information page and then the Manager ID field for that position and department from the Department Profile page. |
|
By Partial Pos Mgmt - Suprvsor |
Uses the Reports To field from the Job Information page and then the Supervisor ID field for that position from the same page. |
|
By Position Management |
Uses the Reports To field from the Job Information page. |
|
By Supervisor ID |
Uses the Supervisor ID field from the Job Information page. |
Note: Refer to the corresponding documentation in your application-specific documentation for information about delivered user lists that are specific to an application.
Multiple Jobs and User Lists
PeopleSoft HCM delivers a series of user lists, or approval hierarchies, based on application class that is designed specifically for receiving and passing employee job information. These user lists correspond to the roles within an organization and enable you to select which job the Approval Framework uses to route approvals for employees with multiple jobs.
If an employee with multiple jobs encounters a job-related transaction during self-service approvals processing, the system prompts the employee to select the job for which she or he wants to process the transaction. For multiple job capability, the delivered user lists use an Application Class as the source for the user list, with the value of the Root Package ID field set to HCSC_USERLIST_UTILS and one of the following delivered Application Class Path values:
|
Application Class Path |
Related User List Definition |
|---|---|
|
HCSC_USERLISTS:GetApproversByPositionMgmt |
By Position Management |
|
HCSC_USERLISTS:GetApproversByDeptManager |
By Department Manager |
|
HCSC_USERLISTS:GetApproversByPosnDeptMgr |
By Partial Pos Mgmt - Dept Mgr |
|
HCSC_USERLISTS:GetApproversByPosnSupervisor |
By Partial Pos Mgmt - Suprvsor |
|
HCSC_USERLISTS:GetApproversBySupervisorId |
By Supervisor ID |
The delivered user lists correspond with different access types that PeopleSoft Human Resources delivers with direct reports functionality. The system uses each of these delivered user lists in correspondence with how you define your direct report structure (by supervisor, by department, and so on).
If you define a custom user list and want multiple job capability, then you must use these same application root package ID and application class path values. PeopleSoft HCM supports multiple job capability only in the predefined user lists that we deliver.
Note: PeopleSoft HCM does not support multiple job capability for these custom user lists.
See PeopleTools: PeopleCode Developer's Guide.