Basic Process to Configure Time Card Approval Reminders and Escalations

Here's the basic process to configure approval reminders and escalations for submitted time cards.

  1. Create a workforce compliance rule template. Use the Rule Templates task and the delivered ORA_WFM_WCR_APPR_REMIND_ESCALATE_AP formula.
  2. Create a rule with the new compliance rule template using the Rules task.
  3. Create a compliance rule set with your new rule using the Rule Sets task.
  4. Review the delivered notifications for the HWM Time Approval Reminders and Escalations alert and adjust them as needed using the Alerts Composer tool.
  5. Configure the Generate Time Exceptions from Compliance Rules process to automatically run at appropriate intervals. Use the Scheduled Processes task.
    Click the Advanced button to set up the recurring schedule. Make sure that you select the Send alert immediately option so that the alerts start correctly.