Overview of Time Approval Workflows Configuration

Send time card data for project costing or payroll to the appropriate approvers using approval workflow tasks. Configure the workflows to support your approval policies using these tasks in the Define Approval Management for Human Capital Management task list:

• Manage Task Configurations for Human Capital Management: You configure the associated rules and rule sets on the Assignees tab. On the Configuration tab, the Once per stage task aggregation ensures that the approval process sends only one notification per approver.
• Manage Approval Groups: By default, the actionable time card approval workflow tasks route time cards using the dynamically decided supervisor hierarchy. You can identify specific approvers to route to instead using this task. The informational workflow task sends the notification to the individual on the time card.

To search for the task list, on the Setup and Maintenance work area, Tasks panel tab, click Search.

Stages and Layers

Workflow tasks for time approval have two stages and the payloads have two layers. These stages and layers link to header-level and line-level approvals, respectively.

• Header-level approvals have the ApprovalTimeRecordHeader payload layer and the Serial participant type. The approvals include the total number of hours.

• Line-level approvals have the ApprovalTimeRecordGroup payload layer and the Parallel participant type. So, the line-level rules always run in parallel for each line. The approvals include individual hours and time-card-related attributes, such as Expenditure Type or Payroll Time Type. ApprovalTimeRecordGroup attribute values vary by implementation. To figure out your value mapping, create your own data model report in the Reports and Analytics work area using this query:

  select * from FUSION.hxt_tm_col_attr_map where LOCATION like 'Approval' and ENTERPRISE_ID = <ent_id>;

Related Time Object Configurations

These time objects include settings that affect approval workflow:

• Worker Time Entry Profile: You specify when people can change time cards during approval processing.
• Repeating Time Periods: You also configure time periods that continually generate, such as weekly periods that start on Sunday. You can use these periods with time data approvals.
• Time Consumer Sets: You can specify whether to notify everyone affected across the selected time consumers when managers submit and approve bunches of time data at one time. Also specify which time card actions start checks and rules. For example, specify which time category, approval period, and transfer rules to use. And specify whether to handle approvals at the time card or time entry level.