Implementation of HCM Transactions for Approval Framework

PeopleSoft delivers many approval transactions that are already configured to work with the Approval Framework. For delivered transactions, you should review the delivered transaction data within the application pages to ensure that the data fits your business processes.

To review delivered HCM transactions for use with the Approval Framework:

1. Register the approval transaction in the Approval Framework through the Register Transactions page.

   See Registering Approval Transactions.

2. Link Human Resources self-service transactions to the Approval Framework through the Workflow Transactions page.

   See Linking Workflow Transactions.

3. Set up the configuration options for the approval transaction on the Configure Transactions page.

   See Configuring Approval Transactions.

4. Set up the approval process definition through the Setup Process Definitions component.

   See Setting Up Approval Process Definitions.

   To set up the approval process definition:

   1. Define the stages, paths, and steps of the approval process definitions on the Setup Process Definitions page.

   2. Define criteria for workflow approval processes at the definition, path, and step level on the Criteria Definition page, which is accessed through links on the Setup Process Definitions page.

   3. Set up path details for workflow approval processes on the Approval Path Definition page.

   4. Define step details for approval workflow processes on the Approval Step Definition page.

   5. Define dynamic approvals through various components.

      See Defining Dynamic Approvals.

5. Create email templates for the approval transaction on the Generic Template Definition page.

   See Defining Notification Templates for Approvals.

6. Maintain user list definitions for the approval transaction on the User List Definition page.

   See Defining Users for Approvals.

7. Set up the Notification and Escalation Manager.

   See Setting Up the Notification and Escalation Manager.

8. Set up the appropriate permission lists, roles, and web libraries through PeopleTools security components.

   See Setting Up Security for Approvals.

If you need to implement other transactions for use with the Approval Framework besides the delivered transactions, you must complete additional implementation steps. These steps include those involving object construction within PeopleTools Application Designer and those involving setup within application pages. For technical details on how to implement additional approval transactions, see the PeopleSoft Approval Framework