Guidelines for Managing Approval Rules
Use the Manage Approval Transactions for Human Capital Management task to configure approval policies for HCM tasks such as Hire or Promote.
This interface works in conjunction with the BPM Worklist, but enables users to identify approvers and configure approval rules easily for some frequently performed HCM tasks.
Configuring Approval Policies
For a selected task, you can configure the approval policy by arranging approvers in the required order, defining approval rules for each approver, and submitting the approval policy. The approval policy takes effect immediately and supersedes the current approval policy for the selected task; however, in-progress approvals complete as expected and do not switch to the new policy.
Approvers
You can add the following types of approvers:
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Management Hierarchy or Supervisory Hierarchy
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Users
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Approval groups, which you define in BPM Worklist
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Position hierarchy
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Representatives, who are workers with assigned responsibilities, for example Benefits Representative
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Application role
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Job-level based line manager hierarchy
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Self auto approve
When to Use the BPM Worklist
Use the BPM Worklist to:
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Configure notifications, including when notifications are issued
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Configure process details, such as expiration and escalation policies
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Define approval groups
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Define approval rules in advanced mode
You should use the BPM Worklist instead of the HCM Simplified UI if you are configuring complex rules. The simplified UI does not display more than 25 rules and does not allow more than 10 approvers in a single rule.
For any HCM tasks that are not available in the Manage Approval Transactions interface, you can use the BPM Worklist to configure all aspects of approvals. To configure in the BPM Worklist, use the Manage Task Configurations for Human Capital Management task.