Beruflich Dokumente
Kultur Dokumente
September 2013
PeopleSoft HCM 9.1 PeopleBook Update: Human Resources: HTML Email Approvals
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PeopleBook Update
Contents
Configuring HTML Email Approvals .................................................................................................................4
Understanding HTML Email Approvals ........................................................................................................4
Working With Requests ............................................................................................................................5
Configuring and Managing HTML Email Approvals..................................................................................7
Pages Used to Configure HTML Email Approvals .......................................................................................8
Defining the Transaction URL ......................................................................................................................9
Updating the Approval Transaction Registry to Send Email Approvals .....................................................10
Configuring Transactions for Email Approvals ...........................................................................................12
Editing Transaction Templates for Email Approvals ..................................................................................15
PeopleBook Update
Job Opening
JobOpening
Job Offer
JobOffer
Absence Request
AbsenceManagement
Absence_Mgmt_ByDeptManager
Absence_Mgmt_ByPosMgmt
Absence_Mgmt_ByPosnDeptMgr
Absence_Mgmt_ByPosnSupervisor
Absence_Mgmt_BySupervisorId
AM_Extended_Abs
Promote
PromoteEmployee
Transfer
TransferEmployee
Reporting Change
ReportingChgEmployee
Performance Document
PerformanceManagement
Note.This feature is dependent on the Approvals Framework delivered by Enterprise Components. Any
transactions that do not use the Approvals Framework for approvals will not be generated as HTML emails.
PeopleBook Update
Email summary line identifies the type of transaction that is awaiting your approval.
A detail or summary section provides various details about the approval request without having to
access the PIA.
PeopleBook Update
An Approval History grid displays the name of the current approver with a status of Pending. It will also
list those that have already responded to the transaction. This grid does not show the approval chain,
which consists of approvers that are in the queue to approve.
Action links lists the Approve and Deny action links. The email may also display other actions, such as
Push Back, Request More Information, and Hold, depending on the configuration of the transaction in
AWE. The approver can respond (e.g.-approve or deny) directly from the email by clicking on a link that
sends a reply.
Other details that may appear within the email may include:
A note indicating if a job opening is associated with multiple positions or job codes.
The Absence Request Detail grid and requestor comments for extended absence requests.
Responding to a Request
The approver can act upon an email request by selecting the appropriate action link that appears at the
bottom of the email request. Upon selecting an action, a response email will open that includes instructional
text to let the user know where to enter comments, if any. Note that any other identifiers should not be
removed.
PeopleBook Update
PeopleBook Update
Definition Name
Navigation
Usage
URL Maintenance
URL_TABLE
PeopleTools, Utilities,
Administration, URLs, URL
Maintenance
Register Transactions
EOAW_TXN
Enterprise Components,
Approvals, Approvals,
Transaction Registry, Register
Transactions
Enterprise Components,
Approvals, Approvals,
Transaction Configuration,
Configure Transactions
Configure Transactions
Configure Transactions
Edit Template
EOAW_TXN_NOTIFY
EOAW_EML_TEMPLATE
PeopleBook Update
PeopleBook Update
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PeopleBook Update
Notification Options
Element
Definition
Displays EOAW_EMAIL_APPROVAL.
This value is provided by default as the package name to support email approvals. This
contains the class that contains the form generator application class for this transaction.
Displays emailFormGenerator.
This value is provided by default as the application class path to support email approvals.
This contains the form generator application class for this transaction.
Element
Definition
For more information about the Register Transactions page, see PeopleSoft 9.1 PeopleBook: Approval
Framework, Using Email Collaboration, Triggering Email Collaboration, Updating Approval Transaction
Registry to Send Email Approvals.
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PeopleBook Update
12
PeopleBook Update
Element
Definition
Select to send emails to all the approvers. If you deselect this check box, enter a value in
the Email Approval User List field to have the email sent to those defined on a list.
This check box is selected by default.
Delivery Method
Define whether you wish the users to receive their email approvals as text within the email,
or as attachments. For email approvals select the Inline - HTML Links option.
The Inline - HTML Links value is provided by default.
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PeopleBook Update
Element
Definition
Deselect this check box when using email approvals. With this option deselected, the
system will allow the approver to forward the email to other parties other than the intended
approver.
Select this check box to inform the system that you want it to verify the security of the
person to whom the notification is sent and disallow forwarding of the email to other parties
other than the intended approver.
This check box is deselected by default.
HTML Emails
This section is available for transactions that use HTML email approvals.
Element
Definition
Data Source
Lists the header and support records that the email template uses to display the
transaction data.
Displays the application class used to modify the transaction data and email HTML prior to
sending the email.
Allowed Actions
Select those actions links that should be available to the approver(s) within the approval
request email.
These actions are delivered as selected for most online approvals:
Edit Template
Approve
Deny
Click this button to access the Configure Transactions Edit Transactions page to modify
the delivered transaction template.
For more information about the Configuring Transactions page, see PeopleSoft 9.1 PeopleBook: Approval
Framework, Defining the Approval Transaction Registry, Configuring Approval Transactions.
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PeopleBook Update
Note. The values on this page are configured to support HTML email approvals.
Click the Source button in the RTE toolbar to enter or modify the HTML source.
The values between the % symbols map to the header and support record(s) as configured in the Data
Source grid on the Configure Transactions page.
The %COMMENT% and %ACTION% elements correspond to the Comments grid and Action links that are
inserted in the email prior to sending. See Working With Requests.
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