ORA_WFM_WCR_APPR_REMIND_ESCALATE_AP Fast Formula
This fast formula determines whether the individual, their manager, or both approved the time card. If not, it sends the specified approval reminder and escalation messages.
Before generating the messages, the formula checks whether the individual is on the manually maintained exclusion list. If yes, then the process doesn't generate or send reminder and escalation notifications.
Depending on your time approval configuration, individuals might need to approve their time cards to indicate they consider the time card data to be accurate. And, managers approve submitted time cards as part of the approval workflows. The formula continues to send reminders if the approval statuses for the time card don't change. This formula uses an array to process time card data. It isn't associated with any delivered workforce compliance rule templates.
Parameters
| Name | Data Type | Description |
|---|---|---|
| APPROVAL_TYPE | Fixed text |
Specify who gets the reminders. You can configure worker reminders with different parameters than the manager reminders and escalations. The formula has different escalation and delegation options. The formula doesn't differentiate between payroll and project managers. It just looks at who the approver is. Valid values: Worker, Manager, or Both Default and NULL values: Manager The Worker type looks at the worker approval status. The Manager type looks at the time card status. |
| ESCL_TO_LEVEL | Fixed Number |
The formula compares the value on the process with the value set in the rule. If the process value is less, the formula sends an escalation reminder. If the process value is more, it doesn't send an escalation message. Valid values are Arabic numerals. Default and NULL values: 0 |
| ENABLE_DELEGATION | Yes or No | Valid values: Yes or No Default and NULL values: No |
| REM_UNITS_AFTER_END_DATE | Fixed Number |
Number of units after the end date for the time card period when the process and rule run and generate the reminder message. If today is on or after the end date + this number, then the rule can send the reminder message. Otherwise, it doesn't send the message. The parameter assumes Days if the selected UOM is D, Hours if it's H, and Minutes if it's M. Valid values are Arabic numerals. Default and NULL values: 7 |
| ESCL_UNITS_AFTER_END_DATE | Fixed Number |
Number of units after the end date of the time card period when the process and rule run and generate the escalation message. If today is on or after the end date + this number, the rule can send the escalation message to the appropriate manager in the hierarchy. Otherwise, it doesn't send the message. The parameter assumes Days if the selected UOM is D, Hours if it's H, and Minutes if it's M. Valid values are Arabic numerals. Default and NULL values: 10 |
| ESCALATION_CADENCE | Fixed Number |
Determines how long after the first escalation to send the escalation notification to the next management level. For example, If escalation cadence = 7, the management level increases every 7 units. The unit comes from the UOM parameter. Valid values are Arabic numerals. Default and NULL values: 7 |
| UOM | Fixed Text |
Used to define what the number of units is after the end date of the time card period. If D, for days, then the parameter for start reminder and escalations is measured in days. If H, then the parameter is measured in number of hours. If M, then the parameter is measured in number of minutes. Valid Values: D (Days), H (Hours), M (Minutes) Default and NULL values: D (Days) |
| OVERRIDE_WRKR_REM_MSG | Message | Reminder message for missing worker approval. The default message is HWM_FF_WCR_WRKR_APPR_RMDR |
| OVERRIDE_MGR_REM_MSG | Message | Reminder message for missing manager approval. The default message is HWM_FF_WCR_MGR_APPR_RMDR |
| OVERRIDE_WRKR_ESCL_MSG | Message | Escalation message for missing worker approval. The default message is HWM_FF_WCR_WRKR_APPR_ESCL |
| OVERRIDE_MGR_ESCL_MSG | Message | Escalation message for missing manager approval. The default message is HWM_FF_WCR_MGR_APPR_ESCL |
Output
| Name | Message Severity |
|---|---|
| OUT_MSG |
The message generated by the rule and sent to the worker’s email and worklist notification. Three message templates were delivered (two for reminders and one for escalations). You can reference them using the Alerts Composer tool and the Event Alert: HWM Time Approval Reminders and Escalations alert template. To change the content of the message, you can edit the alert template body. |
Example
| Parameter | Setting | Comments |
| APPROVAL_TYPE | Both | Send reminders and escalations for both the time card and worker approval tasks |
| UOM | D | Days |
| REM_UNITS_AFTER_END_DATE | 0 | NA |
| ESCL_UNITS_AFTER_END_DATE | 1 | NA |
| ESCL_TO_LEVEL | 5 | NA |
| ESCALATION_CADENCE | 1 | NA |
| ENABLE_DELEGATION | No | NA |
| Override messages | NA | Using the default messages |
Scenario: The 07/21/20 to 07/27/20 time card was submitted on 07/26/20 and approval notifications were immediately sent to the worker and manager. Neither the individual nor their manager approved the time card on 7/26/20 or the next day. The manager is a first-level manager, M1. In this example, the Generate Time Exceptions from Compliance Rules process runs daily.
Results:
- The first day after the end of the time card period is 07/28/20. The process sends reminder notifications to both the individual and the manager because they haven't approved the time card.
- If the individual and manager still haven't approve the time card when the process runs on 07/29/20, it sends them both second reminders. It also sends escalation notifications. A notification goes to the individual's manager to let the manager know the individual hasn't approved their time card. Another notification goes to the manager's manager to let them know that the individual's direct manager hasn't approved the time card.
- If the individual and manager still haven't approved the time card, when the process runs on 07/30/20, it sends them both third reminders. It sends second escalation notifications to the manager and the manager's manager. It also sends escalation notifications to the second-level and third-level managers to let them know that the first-level manager hasn't approved the time card.
The reminders and escalations continue until the individual and their manager approve the time card. The escalation level continues until the process notifies the fifth-level manager. At that point, the reminders and escalations continue to go to the same people.