Guide for managing Approval Rules set up

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Guide for managing Approval Rules set up

Purpose:

This document provides an overview of features and enhancements included in Oracle Fusion Applications 11gR1 Release 11.1.1.5.0 and
applicable updates. It is intended solely to help you assess the business benefits of upgrading your existing Oracle Products to this
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Guide for managing Approval Rules set up

Contents
How to configure an Approval Rule:...............................................................................................................................................................4

Navigation................................................................................................................................................................................................... 4

Default out of the Box Configuration for Setup Actions............................................................................................................................10

Default Out of the Box Configuration for Core HR Actions........................................................................................................................11

How to configure default approval rules...................................................................................................................................................12

Imporatant Notes.......................................................................................................................................................................................... 14

List of Processes and corresponding Task Names..........................................................................................................................................15

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Guide for managing Approval Rules set up

How to configure an Approval Rule:

Navigation
Step -1: From the Main Menu Navigator, Setup and Maintenance.

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Guide for managing Approval Rules set up

Step-2: Click on ‘Manage Task Lists and Tasks’ and search for the Task List for Human Capital Management.

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Guide for managing Approval Rules set up

Step-3: Search for a task with name as ‘Define%Approval%”.

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Guide for managing Approval Rules set up

Step-4: In the search results a task with the name ‘Define Approval Management for Human Capital Management’ is displayed.
Click on the ‘Expand’ icon.

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Guide for managing Approval Rules set up

Step-5: Two sub-tasks are displayed. Click on ‘Go to Task’ icon for sub-task “Manage Task Configurations for Human Capital
Management”.

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Guide for managing Approval Rules set up

Step-6: BPM Worklist UI is displayed in a new window. This application will enable you to view and manage approval rules for HCM
actions.

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Guide for managing Approval Rules set up

Default out of the Box Configuration for Setup Actions

Example : Create Grade

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Guide for managing Approval Rules set up

Default Out of the Box Configuration for Core HR Actions

Example : New Hire(to go to 2 levels of supervisors for approval)

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Guide for managing Approval Rules set up

How to configure default approval rules

To edit a rule, search for the task or action name by entering first few letters of the the task name with an asterix prefix and suffix
(refer screenshot below). Tasks matching the search criteria would be displayed. Select the task that you want to edit and click on
‘Edit task’ icon

Rules details are displayed in the ‘Data Driven’ tab. You can follow the step specified in this document to manage the rule.

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Guide for managing Approval Rules set up

Following example for ‘New Person’ process, specifies a condition to allow auto approvals for a specific user – Requestor’s
username = “user.x”

Note : After making the necessary configuration changes, please click on Save icon. Once the changes are saved without any
errors, click on Commit icon.

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Guide for managing Approval Rules set up

Imporatant Notes
 While doing the application set-up (i.e. setting up Work Structure), you can use the HRC_TXN_APPROVAL_ENABLED
profile option to turn off approvals for the entire system, to avoid approvals. To do this, go to Task Manage Profile
Options (From Functional Setup Manager), and enable the HRC_TXN_APPROVAL_ENABLED option. After that you can do
into task Manage Administrator Profile Values from FSM and set the value to N for the site level to turn off approvals for
the system. However, this is not recommended – and it is used only for testing purposes.

 By default the approvals are set to 'Auto approved' for HR Specialist flows. For Line Manager flows, seeded approvals are
Two level of supervisory hierarchy

 By default the Supervisory Hierarchy is set to Requester's Supervisory Hierarchy. Currently it is not possible for a
customer to set it to Worker's Supervisory Hierarchy - as Approval engine can not identify worker’s username. An
enhancement request is already created to address this requirement in a future release of Fusion HCM.

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Guide for managing Approval Rules set up

List of Processes and corresponding Task Names

(Task Names is what is visible on the worklist Approval Rules Configuration UI)
Product Area Process Name Workflow Name TaskName
EmploymentAbsences Manage Absence Cases Manage Absence Cases AbsenceCaseHumanTask
EmploymentAbsences Manage Absence Recording Manage Absence Recording AbsencesApproval
DocumentsOfRecord Manage Documents Of Records Manage Documents Of Records DocumentOfRecordApproval
EmploymentChecklsits Create/Allocate ChecklistTask Create/Allocate Checklist Task AllocatedHumanTask
-Performer Notification
EmploymentChecklsits Create/Allocate ChecklistTask Create/Allocate Checklist Task AllocatedChecklistTaskFYI
-Owner FYI Notification
Employment Add Non Worker Non Worker Added AddNonWorkerApproval
Employment Add Pending Worker Pending Worker Added AddPendingWorkerApproval
Employment New Person Employment New Person Employed NewPersonEmploymentApproval
Employment Manage Employment Manage Employment ManageEmploymentApproval
Employment Promotion Promotion Approved PromotionsApproval
Employment Transfer Transfer Approved TransfersApproval
Employment Termination Terminations Approved TerminationsApproval
Employment Change Work Hours Work Hours Changed ChangeWorkHoursApproval
Employment Add New Assignment New Assignment Added AddNewAssignmentApprovalTask
Employment Add New Term New Term Added AddNewTermApproval
Employment Work Schedule Work Schedule Approved WorkSchedsApproval
Employment Add Work Relationship Work Relationship added AddWorkRelationshipApproval
Employment Cancel Work RelationShip Work Relationship cancelled CancelWorkRelationshipApproval
Employment Manage Work Relationship Work Relationship Edited ManageWorkRelationshipApproval

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Guide for managing Approval Rules set up

Employment Change Location Location Changed ChangeLocationApproval

Employment Change Manager Manager Chane ChangeManagerApproval
WorkStructures Create Grade Grade Created CreateGradeApproval,
ManageGradeCatchAllException,
ManageGradeServiceExceptionFYI
WorkStructures Delete Grade Grade Deleted DeleteGradeApproval
WorkStructures Delete Grade – Date effective Grade Date Effective Deleted DTDeleteGradeApproval
WorkStructures Update Grade Grade Updated UpdateGradeApproval
WorkStructures Create Grade Rate Grade Rate Created CreateGradeRateApproval,
ManageGradeRateCatchAllExceptionFYI,
ManageGradeRateServiceExceptionFYI

WorkStructures Delete Grade Rate Grade Rate Deleted DeleteGradeRateApproval

WorkStructures Delete Grade Rate – Date effective Grade Rate Date Effective Deleted DTDeleteGradeLaddersApproval
WorkStructures Update Grade Rate Grade Rate Updated UpdateGradeRateApproval
WorkStructures Create Grade Ladder Grade Ladder Created CreateGradeLaddersApproval,
ManageGradeLadderCatchAllException,
ManageGradeLadderServiceExceptionFY

WorkStructures Delete Grade Ladder Grade Ladder Deleted DeleteGradeLaddersApproval

WorkStructures Delete Grade Ladder – Date effective Grade Ladder Date Effective Deleted DTDeleteGradeLaddersApproval
WorkStructures Update Grade Ladder Grade Ladder Updated UpdateGradeRateApproval
WorkStructures Create Position Position Created CreatePositionApproval,
ManagePositionCatchAllExceptionFYI,
ManagePositionServiceExceptionFYI
WorkStructures Delete Position Position Deleted DeletePositionApproval
WorkStructures Delete Position – Date Effective Position Date Effective Deleted DTDeletePositionApproval
WorkStructures Update Position Position Updated UpdatePositionApproval

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Guide for managing Approval Rules set up

WorkStructures Create Organization Organization Created CreateOrganizationApproval,

ManageOrgCatchAllExceptionFYI,
ManageOrgServiceExceptionFYI

WorkStructures Delete Organization – Date Effective Organization Date Effective Deleted DTDeleteOrganizationApproval
WorkStructures Update Organization Organization Updated UpdateOrganizationApproval
WorkStructures Create Location Location Created CreateLocationApproval,
ManageLocationCatchAllExceptionFYI,
ManageLocationsServiceExceptionFYI
WorkStructures Delete Location – Date Effective Location Date Effective Deleted DTDeleteLocation
WorkStructures Change Location Location Changed ChangeLocationApproval
WorkStructures Update Location Location Updated UpdateLocationApproval
WorkStructures Create Job Job Created CreateJobApproval,
ManageJobCatchAllExceptionFYI,
ManageJobServiceExceptionFYI
WorkStructures Delete Job – Date Effective Job Date Effective Deleted DTDeleteJobApproval
WorkStructures Update Job Job Updated UpdateJobApproval
Person Manage Person Manage Person ManagePersonApproval
Person Share Info Share Info ShareInfoApproval
Person Share Info Share Info FYI ShareInfoApprovalFYI
ShareInfoFYI
ShareInfoRejectFYI

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