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Student Guide
D105457GC10 | D105658

Learn more from Oracle University at education.oracle.com


101611201818C Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

Disclaimer

This document contains proprietary information and is protected by copyright and other
intellectual property laws. You may copy and print this document solely for your own use in an
Oracle training course. The document may not be modified or altered in any way. Except where
your use constitutes "fair use" under copyright law, you may not use, share, download, upload,
copy, print, display, perform, reproduce, publish, license, post, transmit, or distribute this
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document in whole or in part without the express authorization of Oracle.

The information contained in this document is subject to change without notice. If you find any
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The U.S. Government’s rights to use, modify, reproduce, release, perform, display, or disclose
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and/or the applicable U.S. Government contract.
)h ฺ a
these training materials are restricted by the terms of the applicable Oracle license agreement

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Oracle and Java are registered trademarks of Oracle tand/or t G
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Other names may be
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Contents
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1 Course Overview
Learning Objectives 1-2
Course Learning Objectives 1-3
Course Audience 1-4
Information Sources 1-5
Course Agenda 1-6

2 Approval Management Overview a


Learning Objectives 2-2 ) has
HCM Approval Management: Overview 2-3
ฺ c om ideฺ
Approval Workflow: Overview 2-4 t u re t Gu
Roles for HCM Workflow Access 2-5
c c en den
Approval Policies 2-6 @ a S tu
Approval Workflow 2-7
a d oo this
h ฺ z
Approval Transactions Explained 2-8 u s e
Summary 2-10 h i tes se to
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a
3 Approval Rulesd l e li
oConfiguration
h Z rab3-2
s
Learning
sfeOverview 3-3
Objectives
ite aRules:
h tr n
C Understanding
Approval
o n - Approval Rules 3-4
nParts of an Approval Rule 3-5
IF Statements 3-6
THEN Statements 3-7
Creating an Approval Rule 3-9
Configuring IF Conditions 3-10
Adding Rule Conditions 3-11
Approval Attributes 3-12
Worker’s Current Assignment Attribute 3-13
Combining Multiple Rule Conditions 3-14
Condition Details: Views 3-15
Adding Approvers 3-16
Configuring Approver Settings 3-17
Demonstration 3-18

iii
Quiz 3-19
Summary 3-21

4 Approver Types
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Learning Objectives 4-2


Approver Types 4-3
Approval Types 4-4
Management Hierarchy 4-5
Configuring Management and Line Manager Hierarchy 4-7
Job-Level Based Line 4-8
Position Hierarchy 4-9
Users 4-10
Representatives 4-11 a
Application Role 4-12
) has
Approval Groups 4-13
ฺ c om ideฺ
Demonstration 4-14
t u re t Gu
Quiz 4-15
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Summary 4-16
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5 Oracle BPM Worklist
h ฺ z u s e
Learning Objectives 5-2 ites to
h
(c 5-3 ns e
Configuring BPM Worklist
o c e
o le li in Oracle BPM Worklist 5-4
HCM ApprovaldManagement
a
ZRights rforabApproving Tasks 5-5
s h
Roles and
fe 5-7
h ite Aggregation
Task n s
n - tra and Routing Policy 5-8
C Assignment
o Notifications in BPM 5-9
nFYI
Notification and Reminder Settings 5-10
Modifying Approval Rule: BPM Worklist 5-11
Rule Sets 5-12
Setting the Transaction to Automatically Approve 5-14
Configurations in the Notifications Tab 5-15
Demonstration 5-16
Quiz 5-17
Summary 5-21

6 Approvals and Notifications


Learning Objectives 6-2
Approval Notifications 6-3
Demonstration 6-4
FYI Notifications 6-5

iv
Configuring Approval Notifications 6-6
Configuring Notifications Using Composer: Design View 6-7
Configuring Notifications Using the Composer: Source View 6-8
Enabling and Disabling Workflow Notifications 6-9
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Configuring Notifications Based on Reports 6-10


Generating Report-Based Notifications 6-11
Notification Setup for BI Publisher 6-12
Demonstration 6-13
BPM Worklist – Administrator Options 6-14
BPM Worklist – User Views 6-15
Demonstration 6-16
Transaction Console Transaction Manager: Transactions 6-17
Transaction Console Transaction Manager: Rules 6-18 a
Archiving and Purging Workflow Tasks 6-19
) has
Vacation Rules 6-20
ฺ c om ideฺ
Demonstration 6-21
t u re t Gu
Administrator Capabilities - Reassigning a Task 6-22
c c en den
Quiz 6-23
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Summary 6-25
a d oo this
h ฺ z u s e
7 Alert Notifications
h i tes se to
Learning Objectives (7-2
o c en
a
Alerts Overview d o7-3 le lic
s h Z r7-4
Alert Composer
f e ab
ite anands Groovy Expressions 7-5
ChViewing
Functions
n - tr Alerts History 7-6
o Composer Security 7-7
nAlerts
Demonstration 7-8
Summary 7-9

8 Course Highlights
Learning Objectives 8-2

v
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1
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Course Overview

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Learning Objectives

• Course Learning Objectives


• Audience
• Information Sources
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

• Agenda

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Oracle HCM Cloud: Workflows and Approvals 1 - 2


Course Learning Objectives

• Describe Approval Management


• Create Approval Rules
• Describe a Predefined Rule
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• Describe Approval Types


• Describe Oracle BPM Worklist
• Explain Approvals and Notifications
• Understand Alert Notifications

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Oracle HCM Cloud: Workflows and Approvals 1 - 3


Course Audience

This course is designed for:


• Application implementation consultants and application administrators for configuring
approvals
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• Functional users who are responsible for managing approvals

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Oracle HCM Cloud: Workflows and Approvals 1 - 4


Information Sources

• The HCM Approvals documentation is available in the Global Human Resources Cloud
library on the Oracle Help Center:
– Implementing Global Human Resources
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

– Using Global Human Resources


– https://docs.oracle.com/en/cloud/saas/global-human-resources/18c/index.html
• White Papers for Oracle Applications HCM can be found at:
– My Oracle Support, Doc ID 1504483.1

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• The Oracle Global Human Resources Cloud a d oo this at:
library iseavailable
s h ฺz us
https://docs.oracle.com/en/cloud/saas/global-human-resources/18c/index.html
e t o
at:ithttp://support.oracle.com
• My Oracle Support is locatedh
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Oracle HCM Cloud: Workflows and Approvals 1 - 5


Course Agenda

• Approval Management Overview


• Approval Rules Configuration
• Approval Types
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• Oracle BPM Worklist


• Approvals and Notifications
• Alert Notifications

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Oracle HCM Cloud: Workflows and Approvals 1 - 6


2
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Approval Management Overview

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Learning Objectives

• Understand approval workflow


• Describe approval policies
• Explain approval transactions
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Oracle HCM Cloud: Workflows and Approvals 2 - 2


HCM Approval Management: Overview

• To manage approval processes, Oracle HCM Cloud Applications use the approval-
management extensions of Oracle Service Oriented Architecture Suite human workflow
services.
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• The key components that are used in approvals include:


– Oracle Service-Oriented Architecture (SOA) Approval Management
Extensions (AMX)
– Oracle Business Process Management (BPM) Worklist application
– Oracle Human Capital Management

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o(AMX)
• Oracle SOA Approval Management Extensions
ฺ z a s e
- AMX enables you to define s h
ecomplex, o u
tmulti-stage, task routing rules for business documents.
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Oracle Business Process(Management
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The BPM Worklist
a lic
o islaeweb-based application that enables you to access the tasks assigned

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to you and
h f e r abactions based on your roles in the approval process.
- iteThe Businesss Process Owner also sets up and manages approval rules by using the BPM
Ch Worklist r a n
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• n
Oracle Human Capital Management
- AMX integrates with the setup in Human Capital Management to derive the supervisory and
position hierarchybased approvers.

Oracle HCM Cloud: Workflows and Approvals 2 - 3


Approval Workflow: Overview

• Workflows are processes in which tasks are routed automatically among users for
consideration or action.
Example: A promotion request for a worker may require approval from two levels of the
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manager hierarchy above the task submitter.

First Approver

Task Submitter

Final Approver

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d is result.
oo athdefined
• The tasks are routed in a defined sequence
z a e
to achieve
ฺWorklist: s

e h
Workflow tasks for a user appear insthe
t o uNotifications and Approvals work area; the user
h i t e
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also receives an email notification.
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Oracle HCM Cloud: Workflows and Approvals 2 - 4


Roles for HCM Workflow Access

Predefined roles provide access to workflow functionality.


• Users with these roles can, for example, set up approval rules and manage submitted
approval tasks.
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• If required, you can assign the predefined BPM role to a custom job role.

BPM Role Name BPM Role Code Inherited by Job Role


BPM Workflow Human Capital BPMWorkflowHCMAdmin Human Capital Management Application
Management Administrator Administrator

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The table identifies the predefined Oracle Business a d
Processe his (BPM) role for HCM workflow
oo Management
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access and the predefined job role that inherits ฺzit. us
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Oracle HCM Cloud: Workflows and Approvals 2 - 5


Approval Policies

• These policies determine the workflow events.


• They include:
– Who approves the transaction
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– By when the approver should approve the transaction


• Use these tasks on the Setup and Maintenance page to manage approval policies:
– Manage Approval Transactions for Human Capital Management
– Manage Task Configurations for Human Capital Management
• Predefined approval policies exist for many HCM tasks.
– Tasks with no predefined approval policies are approved automatically.

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• Approval Policies:
h ฺ z u s e
- In most cases, approval by the
h i t es requester's
e to first-level and second-level managers is required.
- For some tasks (for(c example, n
e s absences-related tasks), approval by only the first-level
some
o
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manager is required.
d c
- For theZ a abis performed
Share Information task, approval by the worker whose information is shared is
s h f e r
h i te ans
required if the task by a manager or Human Resource Specialist.
• C n-approval
Typically, tr notifications are issued to:
- noWorkers to whom an approval task is assigned, when the task is assigned
- The worker who submitted the task, when the approval process completes

Oracle HCM Cloud: Workflows and Approvals 2 - 6


Approval Workflow

The figure shows a two-level approval flow:


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a d oo thtoisthe worklist of the submitter's first-level
• When a transaction is submitted, it is routed
manager, who is the first approver. shฺ
z se
automatically
u
h i te approves
e tothe transaction, the transaction is routed automatically

(c manager,
If the submitter's first-level manager
o c e ns who is the second approver.
to the submitter's second-level
a d o lemanager li

databases h Z rab
If the submitter's second-level approves the transaction, the transaction is committed to the
tables.
e ncan
itapprover s fe
• h
C n-tisrarejected.
Either reject the transaction. By default, the approval process stops when the

no
transaction
• Security permitting, either approver may edit the transaction.
A link to edit the transaction is included in all notifications by default; however, the link can be hidden
by using personalization.
• The second-level manager can push the transaction back to the first-level manager, who then has a
second opportunity to review the transaction and either approve or reject it.
• Approvers can delegate their approval responsibilities to other approvers.

Oracle HCM Cloud: Workflows and Approvals 2 - 7


Approval Transactions Explained

The Manage Approval Transactions task manages transactions and rules.

Transactions
Summary Transactions
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Rules

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Configuring Approval Policies a d oo this
h ฺ z u s e

es e policy
For a selected task, configure the approval
h i t to by:
- Arranging approvers
o e ns order
(cin thecrequired
-
a d o rules
Defining approval
l e li each approver
for
-
s h
Submitting
f e ab policy
Z the rapproval
• ite apolicy
Thehapproval n s takes effect immediately and supersedes the current approval policy for the
C -t r
selected task.
n
n o
Failed Processes
• For example: An approval process might fail if there is:
- A network outage
- A database outage
- An issue in setting up approval rules

Oracle HCM Cloud: Workflows and Approvals 2 - 8


Failed Processes
• For failed processes, you can:
- View the error message generated in the application
- Withdraw the process to cancel it
The user can begin the flow again.
- Configure the approval rules and submit the process.
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Pending Processes
• Processes that wait for approval
Approvals Bypassing
To bypass approvals, on the Manage Approval Transactions page, select the Bypass Approvals
check box.

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Oracle HCM Cloud: Workflows and Approvals 2 - 9


Summary

• Understood approval workflow


• Described approval policies
• Explained approval transactions
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Oracle HCM Cloud: Workflows and Approvals 2 - 10


3
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Approval Rules Configuration

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Learning Objectives

• Configure approval rules.


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Oracle HCM Cloud: Workflows and Approvals 3 - 2


Approval Rules: Overview

• Approval rules determine a transaction’s approval process.


• They are evaluated individually in an undefined order.
• You can configure multiple approval rules for a transaction.
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– Use the Manage Approval Transactions for Human Capital Management task to
configure approval rules.

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Oracle HCM Cloud: Workflows and Approvals 3 - 3


Understanding Approval Rules

Using the Manage Approval Transactions for Human Capital Management task, you can:
• Specify one or more approval rules for each approver type
• Create more than one approval rule. You either add a rule or duplicate a selected rule
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and edit it as appropriate.


• Create multiple approval rules for an approver. Multiple approval rules are evaluated
individually in an undefined order.

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Note a d oo this
h ฺ z u s e
esManage
tbeen
If you edit or delete an approval rule on the
h i e o
tApproval Rules page, the approvals currently in
progress complete as if the rule had
( c not
e n s
edited or deleted. New approvals follow the latest version of
the rule.
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Oracle HCM Cloud: Workflows and Approvals 3 - 4


Parts of an Approval Rule

Approval rules comprise one or more IF statements and one THEN statement. An approval
rule has the following parts:
• IF conditions determine when an approval rule takes effect.
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• THEN statements determine the approvers.

IF
{Workers’ Department = Sales}
Attributes AND Conditions
{GRADE = 3}
THEN
Supervisory Level – Require approvals up to the second level Manager

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IF Conditions a d oo this
h ฺ z u s e
• Combine multiple IF statements by
h i t esusing elogical
to operators.
• If you join multiple statements ( c with the
e n s operator, all statements must be true before the
AND
o
o le li
approval rule takes effect.
d c

a
Z statements b with the OR operator, only one of the statements must be true before
aeffect.
s h
If you join multiple
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ite
the approval rule stakes
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Oracle HCM Cloud: Workflows and Approvals 3 - 5


IF Statements

• IF statements determine:
– When an approval rule takes effect. For example, you could specify that an approval
rule for a promotion takes effect when the worker's department is Sales or the
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worker's job is Area Manager.


– The values in the IF statement are those belonging to the worker's proposed
assignment.
• You can specify multiple IF statements:
– If you join multiple statements with and operators, then all statements must be true
before the approval rule takes effect.
– If you join multiple statements with or operators, then only one of the statements must
be true before the approval rule takes effect.
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Oracle HCM Cloud: Workflows and Approvals 3 - 6


THEN Statements

THEN statements determine:


• How individual approvers of the specified type are identified
• Any actions that approvers are expected to take
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How individual approvers are identified depends on the approver type.


For example, if the selected approver type is a project manager hierarchy, the THEN
statement determines:
• How the project manager hierarchy itself is identified
• How the first approver in the manager hierarchy is selected
• How many levels of the manager hierarchy above the first approver are included
• Available attributes and default values, if any, vary with the approver type a
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Oracle HCM Cloud: Workflows and Approvals 3 - 7


THEN Statements

The following table summarizes the approval actions:

Approval Action Description


Approval Required
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

Notifications are issued to the identified approvers and their


response is required.
Automatic Approval No notifications are issued to the identified approvers. The
transaction is either approved or rejected automatically, and the
approvers are recorded as having approved or rejected the
transaction. The value of the Set Outcome To attribute for
manager hierarchies determines whether the transaction is
approved or rejected.
FYI only Notifications are issued to the identified approvers, but no
response is expected.
No approval No notifications are issued and no approval is recorded for the
required transaction.
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Oracle HCM Cloud: Workflows and Approvals 3 - 8


Creating an Approval Rule

Search for the Create an


transaction. approval rule.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

Configure Rule
Add approvers.
Parameters.

Configure the Configure the IF


THEN statement. condition.
Define Rule Add Rule
Parameters. Conditions.

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Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

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d o this
osearch
1. On the Manage Approvals Transactions page,
ฺ z a s e for the transaction, such as Promote, and click
Configure.
i t e sh to u
2. On the Manage Approval Rules
( c h page, n e the + icon to create a new rule.
sclick
Note: You can edit an o
oexisting rule e
lic to update the existing IF conditions and THEN statements.
a d l e
3.
s h f e r ab to:
Add and selectZthe IF condition
- iteConfigures rule parameters such as Rule Name, Active, and Priority
C-h Add r a n
o n -t the rule conditions
4. Addnand select the THEN statement to add and configure approvers.

Oracle HCM Cloud: Workflows and Approvals 3 - 9


Configuring IF Conditions

Click the rule box to Search for the Create an approval


transaction rule
configure the rule options.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

Configure Rule
Add approvers
Configure the THEN Configure the IF Parameters
statement condition

Customize Rule Add Rule


Parameters Conditions

Configure conditions for the a


has
Determines the order
in which rules are run rules by using relational
)operators and expressions.

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Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

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ooval
On the Manage Approval Rules page, click the Rule1
ฺ z a s toeconfigure:
• The Status and Priority of the approval
i t e sh rulesto u
• The rule conditions ( c h nse
Priority d o o l i ce
Z b le rules run before lower priority rules.
ahigherapriority
• h fer
Within a rule set,
• ites priority
Thehdefault
a n s is Medium.
Status
C n -t r
n o
• Represents the status of the approval rule

Oracle HCM Cloud: Workflows and Approvals 3 - 10


Adding Rule Conditions

• Create conditions by using: Search for the


transaction
Create an approval
rule

– Attributes
– Operators Add approvers
Configure the THEN Configure the IF
Configure Rule
Parameters
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

statement condition

– Attribute values Customize Rule


Parameters
Add Rule
Conditions

• The list of attributes is different for


different transactions.
• Select only those attributes that have
meaningful names.

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Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

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d is and click Configure Rule Conditions
otheo Rule t1hoval
1. On the Manage Approvals Rule page, select
ฺz a e
to open the Condition Details dialogsbox.
e h t o us
2. Select the 1=1 rectangle and h
c it Edit sSelection
click e to open the Approval Rules: Edit Condition
Expression dialog box.o ( e n
d o e l ic
3. a
Z Attributes
Select an attribute.
a l
b are grouped into categories.
h r
tes atonselect
For example,
h i sfe the requestor’s department:
C- Click n - trthe Select An Attribute choice list
- noClick Requestor’s Assignment and Department
4. Select an operator, such as ==, !=.
5. Select one of the following:
- Select from attribute: Compares an attribute with another attribute. The list of values is
filtered based on the selected attribute.
- Select from LOV: Compares an attribute with a value selected from a LOV if a predefined list
of values has been provided for that attribute. The list of values is filtered based on the
selected attribute.
- Enter a Value: Allows you to enter a value. Always enter values within double quotation
marks.

Oracle HCM Cloud: Workflows and Approvals 3 - 11


Approval Attributes

Grouped into the following categories:


Attribute Category Commonly Used Attributes
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

Requestor’s Assignment Business Unit, Department

Requestor’s Role Details Role Name

Worker’s Current Assignment Business Unit, Department

Worker’s Other Compensation Details Stock Plan

Worker’s Proposed Assignment Business Unit, Department

Worker’s Role Details Role Name, Status

Worker’s Salary Component Details Current Change Amount, Proposed Changed Amount
s a
Worker’s Salary Details Current Annual Salary, Proposed Annual Salary
a
)h ฺ
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Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

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othat
• Requestor’s Assignment: Includes attributes
ฺ z a s e
describe the assignment of the person that
initiated the approval request
i t e sh to u
• Requestor’s Role Details: Includes
( c h attributes
e n se that describe the role of the person that initiated the
approval request
d o o l ic
• Worker’s Current a Assignment
Zthe worker l e
b Details: Includes attributes that describe the current work
h r a
itesOther fe
assignment of
h n s
• C n-tra
Worker’s Compensation Details: Includes attributes that describe the compensation details

n o Proposed Assignment: Includes attributes that describe the proposed assignment of the
Worker’s
worker
• Worker’s Role Details: Includes attributes that describe the current role of the worker
• Worker’s Salary Component Details: Includes attributes that describe various salary components
of the worker
• Worker’s Salary Details: Includes attributes that describe the salary of the worker

Oracle HCM Cloud: Workflows and Approvals 3 - 12


Worker’s Current Assignment Attribute

• Grouping of attributes that describe a worker’s current assignment


• Examples:
– Assignment Number
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

– Department
– Grade
– Location
– Position
– Worker Type

s a
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c m
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Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

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a
For example: Construct an IF condition by using thed oo Worker's
e
following t his Current Assignment Attributes:
s h ฺz= "Chicago"
us and Worker's Current Assignment.Department

e
IF Worker's Current Assignment.Location
t o
= "Sales”
( c hit nse
d o o l i ce
Z a able
i t e sh sfer
Ch n-tran
no

Oracle HCM Cloud: Workflows and Approvals 3 - 13


Combining Multiple Rule Conditions

• Combine conditions by using logical operators.


• <<Condition 1>> <<Operator>> <<Condition 2>>
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

Search for the Create an approval


transaction rule

Configure Rule
Add approvers
Configure the THEN Configure the IF Parameters
statement condition

Customize Rule Add Rule


Parameters Conditions

2 3 1

s a
)h ฺa
c m
o ide Click the rectangle and

e ฺ
r t Gu
click Edit Selection.

t u
c c en den Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

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a d oo this
To combine multiple rule expressions:
h ฺ z u s e
1. In the Condition Details dialog box,s
h i te select e t 1==1
theo rectangle and click Edit Selection. As described

( c
in the previous slide, create conditions
e n s
by using a combination of attributes, operator, and attribute
value.
d o o l ic
a
Z and
2. Select the rectangle l e
b a logical operator to add the operator to the left side of the expression.
click
h
s can select r a
fe one of the following operators: AND, OR, and NOT.
-
h i teYou n s
C the
3. Select
n - tra operator oval and click Add Expression to add another expression.
logical
no

Oracle HCM Cloud: Workflows and Approvals 3 - 14


Condition Details: Views

• Use one of the following views to add conditions:


– Chart Builder (Default View)
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

– Block Builder

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)h ฺ a
c m
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e ฺ
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The Chart Builder view is the default view.ad
oo this

h ฺ z u s e

h i t es viewe istosimilar to adding them in the Chart View.
Adding conditions in the Block Builder

o (cBuilder
To configure conditions in the Block
c e ns
view:

a o select
1. In the Block Builderdview,
l e lithe 1==1 rectangle and click Edit Selection to open the Approval
Rules: Edit Condition
h b
Z raExpression dialog box.
s
e attribute.
2. Selectitan f e
s Attributes are grouped into categories.
C h t r a n
3. Select an -operator,
o n such as ==, !=.
n one of the following: Select from attribute, Select from LOV, or Enter a Value.
4. Select
5. Select the rectangle and click a logical operator to add the operator to the left side of the expression.
6. Select the logical operator oval and click Add Expression to add another expression.
To delete conditions in the Block Builder view, drag and drop the conditions to the recycle bin.

Oracle HCM Cloud: Workflows and Approvals 3 - 15


Adding Approvers

On the Manage Approvals Rules page, select the THEN oval and:
• Add approvers for a task
• Arrange approvers in the required sequence
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

• Define approval settings for each approver

Search for the


Create an approval rule
transaction

Customize Rule
Add approvers
Configure the THEN Configure the IF Parameters
statement condition

a
has
Configure Rule
Add Rule Conditions
Parameters

)
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d o this
oand
ฺ z a
Arrange approvers in the required sequence by dragging
s e
dropping the approvers.
Add the following types of approvers:
i t e sh to u
• Management hierarchy (ch
e n se
• Users
a d oo le lic
• h
Approval groupsZ rab
s
itehierarchys fe
• h
C n-tra
Position n

no
Representatives
• Application role
• Job-level based line manager hierarchy
• Self auto approve

Oracle HCM Cloud: Workflows and Approvals 3 - 16


Configuring Approver Settings

The following figure describes the values that you specify in the THEN statements of
approval rules for position hierarchy.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

Indicates the number of job


Indicates all position
levels that are required to
hierarchies in the enterprise
perform the approval action

Identifies the first Indicates the top person in the


s a
Indicates the list of approvers
approver in the list approval chain, usually the CEO
)h ฺ a
that will be included

c m
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e ฺ
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Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

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Action Type a d oo this
Select one of the following action types: sh
ฺz u se
h i teare issued
e ttoothe identified approvers and their response is

o (c cens
Approval required: Notifications
required.
a d o le li
• Automatic approval: No b
Zor rejected notifications are issued to the identified approvers. The transaction is
h r a
s sfe automatically, and the approvers are recorded as having approved or
i t e
either approved
C the
- an
h trtransaction.
rejected
• FYI only:
n o n Notifications are issued to the identified approvers, but no response is expected.
• No approval required: No notifications are issued and no approval is recorded for the transaction.
Minimum Job Level
• Approvals are routed to approvers between the initial and topmost approvers in the position
hierarchy based on this value.
• Approval routing stops when either the number of job levels or the topmost approver is reached,
whichever is sooner.
Include:
• Indicates if all approvers will be included, the first and last approver from the list will be included, or
only the last approver will be included
Starting Position and Top Position
• An approval notification is sent to all workers who have the position, and the transaction is approved
by the first worker to approve.

Oracle HCM Cloud: Workflows and Approvals 3 - 17


Demonstration

• 3-1: Reviewing the Promotion Approval Rule


Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

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Oracle HCM Cloud: Workflows and Approvals 3 - 18


Quiz Q
If you edit or delete an approval rule on the Manage Approval Rules page, then approvals
currently in progress complete as if the rule had not been edited or deleted.
a. True
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

b. False

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Oracle HCM Cloud: Workflows and Approvals 3 - 19


Quiz Q
You can define more than one approver for a transaction.
a. True
b. False
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

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Oracle HCM Cloud: Workflows and Approvals 3 - 20


Summary

• Configured approval rules, conditions, and approvers.


• Created conditions by using:
– Attributes
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

– Attribute values
• Combined conditions by using logical operators.
• Arranged approvers in the required sequence by dragging and dropping the approvers.

a
) has
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t u re t Gu
c en den
Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

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Oracle HCM Cloud: Workflows and Approvals 3 - 21


Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

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4
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

Approver Types

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Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

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Learning Objectives

• Explain Approval Types


• Create an Approval Group
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

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Oracle HCM Cloud: Workflows and Approvals 4 - 2


Approver Types

• Include any number of approvers in the approval sequence.


• Drag and drop approvers into the approval flow.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

Approver Types

Management Job
Application Roles Approval Groups Position Hierarchy Representative Self Auto Approve User
Hierarchy Level

HR
Line Manager
Representative

Resource Benefits
Manager representative

Union
Project Manager

s a
representative

)h ฺa
Regional Manager

c m
o ide
Payroll
representative

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r t Gu
t u
c c en den Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

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Application Roles a d oo this
h ฺ z u s e
If your enterprise defines duty rolessfor security

h i te se to purposes, you can enter the duty role to include it in
the approval sequence.
o (c cusers.en
• o
A duty role is assigned
d bleto l
several i
Approval Groups Za
e h fera
sapproval
• Selectitan s group, which consists of a predefined set of approvers configured to act on a
Ch n-tran
task.
Management noHierarchy
• Include the predefined managers in the sequence, for example, Project Manager.
Position Hierarchy
• Add position holders.
• For positions with more than one position holder, the transaction is approved by the first position
holder to approve.
Representative
• Include one of the predefined responsibilities in the approval sequence.
• Include any additional responsibility types that your enterprise defines.
• Example: HR specialist

Oracle HCM Cloud: Workflows and Approvals 4 - 3


Approval Types

You can add the following types of approvers:


• Management Hierarchy
• Job-level Based Line Manager Hierarchy
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

• Users
• Position Hierarchy
• Representatives, who are workers with assigned responsibilities, for example Benefits
Representative
• Application Role
• Approval groups, which you define in BPM Worklist
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Note: Only the Manage Approval Transactions a d
interface e hisPosition hierarchies and
oo supports
t
s h ฺzthem. us
representatives; BPM Worklist does not support
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Oracle HCM Cloud: Workflows and Approvals 4 - 4


Management Hierarchy

You can set up approvals using the employee supervisory hierarchy. You must set up
employee with appropriate job and supervisors such as:
• Line Manager
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

• Resource Manager
• Project Manager
• Regional Manager

s a
)h ฺa
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d oo then
Note: If your enterprise defines additional types ofamanagers,e t histhey appear automatically in the
Approvers section of the Manage Approval s h ฺz page;uYou
Rules s can include them in the approval sequence.
e t o
c hit thatnperforms
A business unit is a unit of an enterprise
( se one or many business functions that can be rolled up
in a management hierarchy. o
o le lic e
The hierarchy type defined a d
Z forrthe bplan determines the approvals hierarchy. You can create an alternate
h a
s sfe that overrides the plan hierarchy.
approval hierarchy
i t e for a manager
You canC h specify:
also
- t r an
• non in a different sequence
Approvals
• Approvals by different people
• When managers can submit their worksheets for approval
• When they can approve their lower managers' worksheets

Oracle HCM Cloud: Workflows and Approvals 4 - 5


Management Hierarchy

You can set up employees with appropriate jobs and supervisors.


An example of an employee-supervisor approval structure is as follows:
• Mary Walton, Administrator Assistant reports to
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

• Pat Stock, Manager, reports to


• Casey Brown, Director
Casey Brown Director

Pat Stock Manager

a
has
Mary Walton
Administrator
)
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t u re t Gu
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Oracle HCM Cloud: Workflows and Approvals 4 - 6


Configuring Management and Line Manager Hierarchy
Controls how far up in the management The starting participant in
hierarchy approval requests are sent the approval hierarchy

Specifies an approver
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

above whom approvals


are not routed

Contains a list of
approval routes
Indicates the number of job levels
that are required to perform the
approval action if the rule applies

s a
Contains a list of )h ฺa
approval participants
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Management Hierarchy a d oo this
h ฺ z u s e
• Action Type
h i t es e to
- Approval required:
o c e ns are issued to the identified approvers and their response is
(cNotifications
required.
a d o le li
- Automatic
s h f e r ab No notifications are issued to the identified approvers.
Z approval:
- iteInformations only: FYI only notifications are issued to the identified approvers, but no
Ch responser a n
t is expected.
n -
• no of Levels: The first level is based on both the Initial Approver and the Initial Approvers
Number
to Skip values.

Oracle HCM Cloud: Workflows and Approvals 4 - 7


Job-Level Based Line

You can include a job level in your approval sequence.


Job level routings are based on the manager hierarchy defined in Oracle Human Capital
Management. The approval list is generated based on the starting level specified in a rule
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

and continues until an approver with a sufficient job level is found. The approval flow uses
the job level defined in the Manage Jobs interface.

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Oracle HCM Cloud: Workflows and Approvals 4 - 8


Position Hierarchy

You can use position trees in approvals. An example of a position hierarchy approval
structure is as follows:
• Store Manager reports to
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

• Regional Manager reports to


• General Manager
General Manager

Regional Manager

s a
Store Manager
)h ฺa
c m
o ide
e ฺ
r t Gu
t u
c en den
Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

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a d oo this
• To use position trees:
h ฺ z u s e
The position hierarchy mustsbe already
-
h i t e e todefined
- The workers must ( c assigned
be
e s
ncorresponding positions
• When using position d o li c
otrees inleapprovals, you cannot reference the position of a requester or worker
as the startingZ a atobroute
point to route the approvals. However, you can use a position tree, and select
s h f e r
h iteas anaapprover
positions
Council”
within
n
that tree
s for all promotions. an approval. For example, you can select the position “Works
C n-tr
no

Oracle HCM Cloud: Workflows and Approvals 4 - 9


Users

You can include one or more Oracle HCM Cloud users in the approval sequence. You can
include any number of approvers of various types in your approval sequence by dragging
and dropping them into the approval flow.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

You can configure


users in this section

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Oracle HCM Cloud: Workflows and Approvals 4 - 10


Representatives

You can include holders of the following predefined responsibilities in your approval
sequence:
• Human Resources Representative
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

• Benefits Representative
• Union Representative
• Payroll Representative

s a
)h ฺ a
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o ide
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d oothen they
t s
hiappear
If your enterprise defines additional responsibility a types, e automatically in the Approvers
ฺ z s
u them in the approval sequence.
section of the Manage Approval Rules page.
i t e shYou cantoinclude
Human Resource (HR) Specialistsc
( assign
e n se
h responsibilities to workers using the Manage Areas of

d o o
Responsibility task. A worker becomes
l i
an capprover for a transaction if he or she has that responsibility for
Za example,
the transaction subject. For
a b leif you specify the Benefits Representative as an approver for a
promotion, then thehBenefits
promotion. ite
s sfer Representative of the worker who is being promoted is invited to approve the

Note
Ch n-tran
o
If you use anresponsibility holder, then ensure that responsibility holders are already defined in the
application. For example, if you include an HR representative as an approver for an employee process, then
all employees must have HR representatives assigned to them.

Oracle HCM Cloud: Workflows and Approvals 4 - 11


Application Role

• Any existing duty roles can be included in the approval sequence.


• Users with a Job or Data Role tied to the Duty Role become transaction approvers.
• Drag and drop or click on the plus icon to add approvers into the approval flow.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

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Oracle HCM Cloud: Workflows and Approvals 4 - 12


Approval Groups

You can create approval groups using the BPM Worklist. When defining your approval
sequence, you can enter the names of one or more existing approval groups.
• Include a set of users that you configure to act on tasks in a certain pattern.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

• Add an approval group to the approval rule.


– You can nest approval groups within approval groups.
• Approval tasks are routed serially to all members of an approval group.

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• Use the Manage Approval Groups for Human a d oo this
CapitaleManagement task to create and manage
ฺ z s
uor Oracle BPM Worklist.
approval groups by using the Fusion
i t e shapplication
t o

c h defined,
Depending on the approver type
( e n seapproval tasks are routed to all members of an approval
group serially.
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Oracle HCM Cloud: Workflows and Approvals 4 - 13


Demonstration

• 4-1: Creating an Approval Group


Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

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Oracle HCM Cloud: Workflows and Approvals 4 - 14


Quiz Q
For positions with more than one position holder, the transaction is approved by the first
position holder to approve.
a. True
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

b. False

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Oracle HCM Cloud: Workflows and Approvals 4 - 15


Summary

• Identified Approval Types


• Created an Approval Group
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

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Oracle HCM Cloud: Workflows and Approvals 4 - 16


5
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

Oracle BPM Worklist

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Learning Objectives

• Use BPM Worklist to configure approval rules


• Explain these approval options:
– Task aggregation
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

– Notification and reminder settings


– Rule sets
• Enable vacation periods and vacation rules

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Oracle HCM Cloud: Workflows and Approvals 5 - 2


Configuring BPM Worklist

As an administrator, you can use the Business Process Management (BPM) Worklist to
review and configure approval policies for HCM tasks using the Manage Approval
Transactions for Human Capital Management task. You can use the BPM Worklist to
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

configure the following approval details:


• When to issue approval notification
• Who can access task contents
• What actions are available to approvers
• What to do when errors occur during approval routing
• When tasks expire or when should tasks be escalated
• Can approvers add other approvers
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Oracle HCM Cloud: Workflows and Approvals 5 - 3


HCM Approval Management in Oracle BPM Worklist

• You can use the BPM Worklist to:


– Manage general administration values
– Define approval conditions and rules
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

– Create and maintain approval groups

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• Use the Manage Task Configurations foraHuman d oo Capital
e t hisManagement and Manage Approval
Groups tasks to navigate to the BPM s h ฺz
Worklist. us
e t o

c
The approval rule configurations
( hitthat ncansebe performed from the Manage Approvals page are a
o
subset of what can be configured
d o l i cinethe BPM Worklist.
• Z a includes
General administration
a b le setting up:
-
i t e sh sand
Expiration f erescalation policies
C-h When t r n notifications are issued
aapproval
-
non

Oracle HCM Cloud: Workflows and Approvals 5 - 4


Roles and Rights for Approving Tasks

The following table describes the actions that can be performed on tasks by various task
approvers:
Role Name Admin Owner Assignee
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

Acquire No Yes Yes


Delegate and Delete No No Yes
Error No No Yes
Escalate Yes Yes Yes
Info Request and Submit No No Yes
Override Routing Slip Yes Yes No
Push Back No No Yes
Purge Yes Yes No
s a
Reassign and Release Yes Yes Yes a
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Task Approvers: a d oo this
h ฺ z u s e
• Admin: Administrators are users who
h i t es havee to granted the BPM Workflow System Admin role.
been

o (c ownscethenstask instance.
Owner: The user (if any) that
• Assignee: The users
d oor groups
e i the task is currently assigned to.
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Oracle HCM Cloud: Workflows and Approvals 5 - 5


Roles and Rights for Approving Tasks

The following table describes the actions that can be performed on tasks by various task
approvers:

Role Name Admin Owner Assignee


Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

Renew No Yes Yes


Resume Yes Yes Yes
Route No Yes Yes
Skip Current Assignment Yes Yes No
Suspend Yes Yes Yes
Update No Yes Yes
Update Attachment and comment Yes Yes Yes
a
View Process History, View Sub Tasks, View Task History Yes
) h as Yes Yes
Withdraw Yes Yes
c o m No deฺ
r e ฺ u i
u
nt ent G
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Oracle HCM Cloud: Workflows and Approvals 5 - 6


Task Aggregation

• Controls the number of worklist tasks or notifications that the participant receives for the
same requisition
• Has three stages mapped to an approval notification:
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

– Once per task


– Once per stage
– None
• Use the On Error Notify option to define who would be notified when an error occurs.

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d is
oo on thethConfiguration
ฺ z a
You can configure task aggregation and error notifications
s e tab.
Task aggregation has three stages that can e h mapped
sbe t o uto an approval notification:
i
h nset
• Once per task: ( c
d o o settingliforcethe requisitions approval task.
- This is the default
Z asameatask,
b leif the approver has been returned multiple times, then based on the
-
i t e sh sferdefined, the approver will see only one worklist task or notification.
Within the

an
approval rules
• Ch per
Once - t r
stage:
on
- n Within the same stage, if the approver has been returned multiple times, then based on the
approval rules defined, the approver will receive only one worklist task per stage.
• None:
- No aggregation will be initiated.
Note: HCM processes are not defined (by default) for multiple stages. Therefore, during implementation, if
you select once per task or once per stage, the result will be the same, unless you configure it accordingly.

Oracle HCM Cloud: Workflows and Approvals 5 - 7


Assignment and Routing Policy
Allows approvers to modify the
approval list by inserting other
approval or FYI participants

Allows approvers to update


Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

or remove future participants


from the approval list

Allows the requester to


insert ad hoc approval
or FYI participants
Approver claims
the task first.

s a
Allows to decide when to move
the task to Completed status )h ฺa
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d o this
oThis
ฺ z a
Enable Auto Claim: This option is selected by default.
s e
action is enabled when a task is assigned to a
position, a role, or an LDAP group. There can
e stohprevent uusers associated with a group, role, or position;
be multiple
t o
t
therefore, the approver claims the taskifirst
h nse multiple users from updating the task.
( c
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i t e sh sfer
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Oracle HCM Cloud: Workflows and Approvals 5 - 8


FYI Notifications in BPM

• Some of the FYI notifications in BPM are:


– AbsenceCatchAllExceptionFYI
– ManageOrgServiceExceptionFYI
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

– TimecardApprovalFYI
• Configure the Notifications tab to send only one FYI for a task.

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FYI notifications are issued to approvers, but no response e his
oo is expected.
t
Some of the FYI notifications in BPM are:esh
ฺz us
t o
• AbsenceCatchAllExceptionFYI( c hit nse
• d o o l i ce
a able
ManageJobServiceExceptionFYI
Z

i t e sh sfer
ManageLocationCatchAllExceptionFYI


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ManageOrgServiceExceptionFYI

no
TimecardApprovalFYI
To avoid sending multiple notifications for a task, perform the following steps:
1. Search for and select the required BPM task.
2. Click the Notifications tab.
3. Select the Don't send multiple notifications for the same human task event check box.

Oracle HCM Cloud: Workflows and Approvals 5 - 9


Notification and Reminder Settings

• Notification Settings
– This facilitates notifying participants about the change in the status of any assigned
task.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

– You can set up as many notifications based on task status and message type.
• Reminder Settings
– These are used to send periodic reminders about the tasks assigned.
– You can set to either “before expiry” or “after assignment,” respectively.

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Notification Settings a d oo this
h ฺ z u s e
h i tes messages,
Users can be notified via email, SMS, voice
e to or instant messages.
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Oracle HCM Cloud: Workflows and Approvals 5 - 10


Modifying Approval Rule: BPM Worklist
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

In the SoaOLabel.PromotionApprovers
Click the 2
1 Assignees tab.
box, click the diamond icon and select
Go to rule.

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Use the Assignees tab to view and modify the approval e his with the transaction.
oorule associated
t
s h ฺz us
e t o
( c hit nse
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i t e sh sfer
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Oracle HCM Cloud: Workflows and Approvals 5 - 11


Rule Sets

• Define a set of rules for each route within an approval setup


• Route approvals to a single approver or to multiple approvers
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

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An approval rule in a rule set consists of the following:
h ฺ z u s e
• Rule Name
h i t es e to
• Condition
o (c cens
• d
List Builder and List
a o lspecific
Builder
e li attributes
• h
Response type Z rab
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• Autoh
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Action
Condition

no
The IF condition indicates when the approval rule will be applied.
• Define conditions by using the following:
- Transaction attributes
- Available worker attributes
- Requester attributes
• Use the search icon to select the attributes to apply in the rule.
• Define IF conditions and Then options.

Oracle HCM Cloud: Workflows and Approvals 5 - 12


List Builder and List Builder Specific Attributes
• Route the approvals serially to a list of approvers.
• All approvers must approve for the task to be approved.
• Select the list builder that is applicable for the approval rule from the list of values.
• Use the following list builders for HCM Approvals. For each list builder, specify the list builder
specific attributes for the rules to work:
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

- Approval Group
- Job Level
- Position
- Supervisory
- Management Chain
- Resource

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Oracle HCM Cloud: Workflows and Approvals 5 - 13


Setting the Transaction to Automatically Approve

Set the transaction to get automatically approved even when a newly added participant
rejects the transaction.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

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1. In the Setup and Maintenance work area,aclick d e hisbutton and search for the task Manage
oothe Search
t
Task Configurations for Human Capital s h ฺz Management.
us
e
it the stask t o
e name. This opens the BPM Worklist.
2. In the Search Results region,
( c hclick n
3. Search for and selectoan o approval e
licprocess, such as TransfersApproval.
4. a d
Z ratab.
Click the Configuration b l e
s h
e Completion
In theitEarly f e
5.
n s Settings section, select the Complete task when participant chooses
Ch option.
Reject
n -t r a
n o

Oracle HCM Cloud: Workflows and Approvals 5 - 14


Configurations in the Notifications Tab

Use the Notifications tab in the BPM Worklist to:


• Disable email notifications for business processes
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

• Send periodic reminder emails for pending transactions


– Enable reminders to assignees, but not to the requestor.

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Disabling Email Notifications for Business Processes a d oo this
h ฺ z u s e
Use the Notifications tab in BPM Worklist sto specifytowhen to send (or not send) email notifications. If you
itesent
do not want any email notificationsc
( tohbe
e n sea specific business process, you can remove all the rows
for
in the Task Status table.
a d oo le lic
Z rforaabbusiness process, perform the following steps:
To disable email notifications
h
h i es and
1. In the tSetup
n s fe
Maintenance work area, search for and select Manage Task Configurations for
C nCapital
Human
- tra Management to open the BPM Worklist.
no for and select an approval process, such as ApproveGoal, and click Edit Task.
2. Search
3. Click the Notifications tab. This tab is specific to email notifications only.
4. In the Task Status table, click Delete Notification.
To configure reminder notifications, perform the following steps:
1. In the BPM Worklist, search for and select an approval process, such as CreateGradeApproval.
2. Click the Notifications tab.
3. Select the Enable Reminder option.
Task Status
Task Status options include:
• Update: Update status indicates a change that is made that doesn't affect the approval history or
routing of the task. For example, if a task is assigned to a user and all they do is add an attachment,
without doing approving the task or delegating it to someone else.
• Update Outcome: This state applies to a business process flow beyond a human task, such as
programmatically through the task service updateTaskOutcome method from the ITaskService API.
• Alerted: Alerted state typically indicates error conditions that can be rectified. In this case, the task is
PRYHGWR$/(57('VWDWHDQGDVVLJQHGWRHUURUDVVLJQHHLIFRQILJXUHG

Oracle HCM Cloud: Workflows and Approvals 5 - 15


Demonstration

• 5-1: Modifying Approval Rules Using the BPM Worklist


Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

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Oracle HCM Cloud: Workflows and Approvals 5 - 16


Quiz Q
How many approver types can you include in your approval sequence?
a. 4
b. 6
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

c. 3
d. Several

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Oracle HCM Cloud: Workflows and Approvals 5 - 17


Quiz Q
You can use Oracle BPM Worklist to:
a. Manage general administration values for all HCM tasks
b. Define approval conditions and rules
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

c. Create and maintain approval groups


d. All of the above

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Oracle HCM Cloud: Workflows and Approvals 5 - 18


Quiz Q
You can delegate your responsibilities to another person.
a. False
b. True
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

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Oracle HCM Cloud: Workflows and Approvals 5 - 19


Quiz Q
You can route approvals to a single approver or to multiple approvers serially, for HCM
processes.
a. True
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

b. False

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Oracle HCM Cloud: Workflows and Approvals 5 - 20


Summary

• Explained how to use BPM Worklist to:


– Manage general administration values
– Define approval conditions and rules
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

– Create and maintain approval groups


• Used the Manage Task Configurations for Human Capital Management and Manage
Approval Groups tasks to navigate to the BPM Worklist

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Oracle HCM Cloud: Workflows and Approvals 5 - 21


Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

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6
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

Approvals and Notifications

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Learning Objectives

• Describe approval notifications


• Configure approval notifications
• Describe FYI notifications
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

• Enable and disable Workflow Notifications


• Perform administrator tasks in BPM Worklist
• Use Transaction Console
• Set vacation rules

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Oracle HCM Cloud: Workflows and Approvals 6 - 2


Approval Notifications

• When defining the approval workflow, configure who is notified at each event.
• On the Home page, click the Notifications icon to view a list of your recent notifications.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

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d oo tinhithe s
This image is for the news feed layout, which is the
ฺ z a s e
layout used class environment. If your
administrator has selected a different default
e shhome page
t o ulayout, then you get an alternate UI when you click
t
the Notifications icon. If you or anotheriadministrator
e to Finish
h in thenThings
s has selected news feed as the default home page
o ( c
layout, then users also get notifications e section on the home page, as well as the
o l i c
Notifications page.
Z ad able
Note that when youhdefine therapproval workflow, you configure the approval action that determines how
s tosapprovers
iteissued fe
h
notifications are
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Oracle HCM Cloud: Workflows and Approvals 6 - 3


Demonstration

• 6-1: Approving a Transferred Worker


Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

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Oracle HCM Cloud: Workflows and Approvals 6 - 4


FYI Notifications

• These are sent to approvers whose approvals are not required.


• To make a notification as FYI, on the Manage Approval Rules page:
– Select the approver
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

– In the Action Type field, select Information Only

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An FYI (For Your Information) participant just receivesd e histask and the business process does not
oaonotification
t
wait for the participant’s response. s h ฺz us
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Oracle HCM Cloud: Workflows and Approvals 6 - 5


Configuring Approval Notifications

Add comments and attachments.


Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

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d o this
olayout
Note: The class environment is set to the News Feed
ฺ z a s ewith responsive UI pages enabled. If your
administrator has selected a different default
e shhome page
t o ulayout, then you get an alternate UI.
Approvers of a transaction can: ch i t se
( e n
• View the comments and
a d ooattachments
l e lic posted by earlier approvers.
• Add their own Z
h comments
r b attachments.
aand
- ite
s f e
s and attachments that they add are available in the notification only and not
r a n
Any comments
Ch stored t a part of the actual transaction.
n - as
• no the approval notification by using the page composer, in either the Design View or Source
Configure
View.
- To edit the notification, click the Edit button on the top-right corner of the notification. If the
current approver edits a transaction and clicks Submit, it is considered an implicit approval
and the task is assigned to the next approver.
- You can remove the edit link using page composer.
- For reports-based notifications you can remove the edit link by customizing the BI template.
Note: You cannot edit others’ comments and attachments.

Oracle HCM Cloud: Workflows and Approvals 6 - 6


Configuring Notifications Using Composer: Design View

1 Click the Select pencil icon.


Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

2 Select the field that you want to


configure and click Edit Component.

3 Configure the options.

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Oracle HCM Cloud: Workflows and Approvals 6 - 7


Configuring Notifications Using the Composer: Source View

1 Click the View choice


list and select Source.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

2 Select the region and


click Add Content.

3 Select the component


that you wish to add to
your page.

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d is pencil icon in the composer. Configure
ooclick thethEdit
a
To edit or configure existing fields, select the field
ฺz and e
the required options.
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Oracle HCM Cloud: Workflows and Approvals 6 - 8


Enabling and Disabling Workflow Notifications

You can enable or disable workflow notifications using Oracle Page Composer. You can
also selectively show or hide various components of a notification, including fields, labels,
and regions.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

In the Source code, the


highlighted notification is
selected. Right-click and
Using Page Composer, select Hide Component. The
highlight the notification notification is disabled.
using the Source view

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Note a d oo this
h ฺ z u s e
h i tesexample,
If you have the BPM Workflow System Administrator
s e toyou
Role (BPMWorkflowAdmin) role, you can disable or

o ( c
enable these notifications for all users. For
e n can disable notifications during testing to avoid

d o
sending test notifications to users, and i
then
l c enable notifications when ready.
Z a able
When you disable notifications:

i e sh sthat
Email tnotifications f erare not for workflow are still sent to users.
Chworkflow t r n
anotifications
• New
o n - won't appear in the global header.
• n can still find their workflow tasks in the Worklist: Notifications and Approvals work area.
Users

Oracle HCM Cloud: Workflows and Approvals 6 - 9


Configuring Notifications Based on Reports

• Oracle Business Intelligence (BI) Publisher reports determine the notification content
and format for some workflow notifications.
• You can edit a report to configure the email and in-app notifications.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

• Report-based notifications are optimized for viewing on mobile devices.

Report

BI Publisher

s a
Email In-App) h
a
Notification
ฺ om ideฺ
Notification
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d oo request
t s
hinotification
An example of a reports-based notification is the approval
ฺ z a s e an approver receives when a
user submits a performance goal for approval.
i t e sh to u
Note: You can modify the BI reportc
( h nonly
templates
e seif you have the BI Administrator role.
d oo workflows,
For a full list of the reports-based
a l e lic see the help topic HCM Configurable Workflow Notifications:
Overview.
h Z rab
i s
te aabout
For more information sfeediting reports-based notifications, see Oracle HCM Cloud Configurable Email
h
C (Doc
Notifications
n
tIDr 2331021.1) on My Oracle Support.
n -
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Oracle HCM Cloud: Workflows and Approvals 6 - 10


Generating Report-Based Notifications

The process to generate email and in-app notifications is the same as generating other
types of report output. This figure shows how BI objects work together to generate
notifications:
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

Subtemplate

Email
Layout Template Notification
Data Model

BI Report

Data Source HTML


Style Template s a
a
) h Notification
In-App
o m ฺ
r e ฺc uide
e n tu nt G
cc tude
Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

a
@ is S
o o th in the business intelligence catalog,
dtypes ofeobjects
The notification generation process involves various
z a
including data models, subtemplates, styles
e hฺ toand
templates, usreports.
• Data Sources: Store the attributes
( c hit and n e values for business objects and transactions in the
sattribute
application. An example
o o of data
l i c e
sources is the transaction tables.
• d
a abwhich
Data Model: Determines
Z le attributes from data sources are available to be included in the
notification
i t e shand how
s f r data is retrieved.
ethat
• Ch in -multiple
Subtemplate: n
traProvides common components, for example a branding logo and buttons, that can be
reused n
no
reports.
• Style Template: Provides styles such as the type of lines and fonts to use in tables, or the font type,
size, and color to use for headings.
• Report: Contains a layout template that determines:
- Which attributes appear in the notification, from the data model used for the report.
- What the notification looks like, leveraging components from the subtemplate and styles from
the style template used for the report.
• HTML: Is the output generated from the report.
• Email Notification: Has the HTML output embedded in the email body.
• In-App Notification: Has the HTML output embedded in the application UI.

Oracle HCM Cloud: Workflows and Approvals 6 - 11


Notification Setup for BI Publisher

• You configure profile options to specify the HCM applications that use the BI Publisher
reports rather than the default FYI and approval notifications.
• To use BI Publisher reports rather than the default workflow and approval notifications,
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

you must:
– Configure profile options for email and in-app notifications to specify the HCM
applications that use the BI Publisher reports.
– Download and install the Template Builder for Word add-in.

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You configure profile options using the Manage Administrator e his Values task in the Setup and
oo Profile
t
Maintenance work area. s h ฺz us
e t o
c hithelp ntopics:
For more information, see the following
( se
• Creating and Editing o o Options:
Profile e
lic Procedure
a d l e
• Configurable Workflow
s h f e ab
Z rNotifications: Overview
• ite andanData
Templates
h s Models Used for HCM Notifications Based on Reports
• C n
Configuring r
-t Workforce Deployment Notifications Using Reports: Worked Example
n o

Oracle HCM Cloud: Workflows and Approvals 6 - 12


Demonstration

• 6-2: Modifying a Report-Based Notification


Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

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Oracle HCM Cloud: Workflows and Approvals 6 - 13


BPM Worklist – Administrator Options
Click to create user view

Administrators can configure task list in


several ways, including adding worklist views,
selecting which columns to display, and
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

displaying a subset of the tasks based on


filter criteria. You can resize the task list
display area to increase the number of tasks
fetched.
For example, from a worklist, a loan agent
can review loan applications or a manager
can approve employee vacation requests.
These processes are defined in human tasks.

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Note a d oo this
h ฺ z u s e
h i es administrator.
Oracle BPM Worklist provides different functionality
tand e to onFor
based the user profile. Standard user profiles include
( c
task assignee, supervisor, process owner,
e n s example, worklist users can update

d o o
payloads, attach documents or comments,
l i c
and route tasks to other users, in addition to completing tasks by
Z a b le or rejections. Supervisors or group administrators can use the
providing conclusions suchaas approvals

e s h fer group and route them appropriately.


worklist to analyze tasks assigned to a
i t s
Ch n-tran
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For more information

https://docs.oracle.com/cd/E15586_01/integration.1111/e10224/bp_worklist.htm

Oracle HCM Cloud: Workflows and Approvals 6 - 14


BPM Worklist – User Views

Users can customize their task lists, as


required, by adding worklist views.
For example, selecting the columns to display
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

or a specific assignee, or displaying a subset


of the tasks based on filter criteria.

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Using Oracle BPM Worklist, task assignees can do
h ฺ z u s e
the following:
Perform authorized actions on taskssin the worklist,

h i e e to acquire and check out shared tasks, define
tsubtasks.
(c based
personal to-do tasks, and define
e s
nvarious
• Filter tasks in a worklist
d o
o le li
view c on criteria.
• Work with standard a
Z work b
aqueues, such as high priority tasks, tasks due soon, and so on. Work
queuese s h usersf e rcreate
it tasks,
allow
n stasks due in 24 hours, expense approval tasks, and more.
to a custom view to group a subset of tasks in the worklist, for example,
Chpriority
high
n r a
-t work queues.
• Define
n o custom
• Gain proxy access to part of another user's worklist.
• Define custom vacation rules and delegation rules.
• Enable group owners to define task dispatching rules for shared tasks.
• Collect a complete workflow history and audit trail.
• Use digital signatures for tasks.

Oracle HCM Cloud: Workflows and Approvals 6 - 15


Demonstration

• 6-3: Administrator Tasks in BPM Worklist


Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

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Oracle HCM Cloud: Workflows and Approvals 6 - 16


Transaction Console Transaction Manager: Transactions

The Transaction Manager: Transactions Transactions


page enables you to: tab

• Apply filters to view transactions


Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

based on status, name, process


name, issue date and assigned to.
• Access a transaction to see a detailed
history and/or transaction log.
• Access a transaction to take actions
such as withdraw, reassign, recover,
add comments.

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Filters offer superior search
capabilities
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Note a d oo this
h ฺ z u s e
tes seconsole
The Transaction Console provides a centralized
h i to where HCM Administrators can:
• c policies
Set up approval rules and (routing
o en
o l i c

adconfigurations
Set up task configurations
Z b l
likee escalation and reminder policies, expiration policies, email

e s h fera
notification-related and so on
• Set up t
hi transflows to bypass approvals
transaction
• C
Monitorn -
approval tasks and take appropriate actions to resolve errors
• n o
Monitor pending tasks and take appropriate actions like withdraw or reassign to resolve stuck
transactions

Oracle HCM Cloud: Workflows and Approvals 6 - 17


Transaction Console Transaction Manager: Rules
Check to
bypass
approvals
The Transaction Manager: Rules page rules

offers Human Capital Management (HCM)


Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

Administrators a search capability to find


Process Types. Additionally, HCM
Administrators can configure approval rules
and manage task configurations like
Bypass Approvals from the console.

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The Transaction Manager: Rules page is used to a d
perform e his tasks:
oo the following
t
s h ฺz us
• Search and find a specific rule
e
t within t o
• ( c
Access and configure approval hirules n se HCM Cloud
• Enable the bypassd oofunctionality
rule
e
lic by clicking on the circle/check icon in the middle column
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Oracle HCM Cloud: Workflows and Approvals 6 - 18


Archiving and Purging Workflow Tasks

Workflow tasks with a final status, such as Completed and Expired, can be archived and
purged.
• Archiving keeps a copy of the task data for audit, data retention or analysis, and other
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

purposes.
• Purging removes the completed tasks from users’ worklists and permanently deletes the
original data.

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Archive: Tasks are automatically archived once aamonth
is doing any setup. You can't change or
oowithoutthyou
h s e
ฺzArchiveuWorkflow
stop this automatic archive. You can also run
i t e s the
t o Tasks scheduled process as needed; for

( c h nse
example, if you need the latest data archived immediately for reporting purposes.
Purge: Archived tasks that were
o o last updated
l i c e over 30 days ago are immediately purged after the monthly
automatic archive, without
Z d
a you adoing
b leany setup. You can't change or stop this automatic purge.
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Oracle HCM Cloud: Workflows and Approvals 6 - 19


Vacation Rules

Set a vacation period to remove yourself from automatic task assignment during the dates
you specify.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

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Vacation rules are not applicable to To Doa d oo this

h ฺ z tasks.
u s e

h i t es manually
If there are no vacation rules, you can
e to reassign the tasks to new approvers.
o c following
To set a vacation period, perform(the
c e nssteps:
d
1. In the Worklists window,
a o clickletheli down arrow adjacent to the implementer login. Select
Preferences. Z
s h f e r ab
h e Enable
2. Selectitthe
n svacation period check box.
C r a
-t and end dates.
o n
3. Provide start
n Save.
4. Click
To create a new vacation rule, perform the following steps:
1. Click the My Rules node.
2. Click Add New Rule to open the My Rules page.
As an alternative to using the BPM UI, users can also delegate role and approval responsibilities to others
on the My Account self-service page. This is available through the Employee and Contingent Worker roles.
Navigate to this page by going to Me, Roles and Delegations.

Oracle HCM Cloud: Workflows and Approvals 6 - 20


Demonstration

• 6-4: Enabling Vacation Rules and Delegating Approval Responsibilities


Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

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Oracle HCM Cloud: Workflows and Approvals 6 - 21


Administrator Capabilities - Reassigning a Task

1 From the Actions list, select Reassign.


Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

2 Select Reassign.

3 Provide a user or select a user group.


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To reassign a task, perform the following steps: ad
oo this
h ฺ z u s e
1. From the HCM Cloud home page, s
h i t eaccesseNotification
to Icon (the Bell symbol).

(c cselect
2. Click the More Details dropdown,
o e nsHuman Capital Management.
3. The BPM Worklistdpage
a o opens.
l e li
h
4. Select the required b one of these sections:
Z taskrafrom
- ite
s s f e
C-h Initiated
My Tasks
r a n
o n -t Tasks
- n Administrative Tasks
5. From the Actions list, select Reassign to open the Reassign Task dialog box.
6. Select the Reassign option. Delegate differs from Reassign in that the privileges of the delegatee
are based on the delegator’s privileges. This function can be used by managers’ assistants, for
example.
7. In the users’ choice list, select either Users or Groups.
8. In the text box, enter the first name of the user or group and click Search.
9. In the Available section, select the required user and click Move.

Oracle HCM Cloud: Workflows and Approvals 6 - 22


Quiz Q
You can configure approval notifications in the following:
a. Design View
b. Source View
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

c. All of these
d. None of these

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Oracle HCM Cloud: Workflows and Approvals 6 - 23


Quiz Q
Workflow tasks are managed in the Worklist: Notifications and Approvals work area.
a. True
b. False
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

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Oracle HCM Cloud: Workflows and Approvals 6 - 24


Summary

• Described approval notifications


• Configured approval notifications
• Described FYI notifications
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

• Enabled and disable Workflow Notifications


• Performed Administrator Tasks in BPM Worklist
• Used Transaction Console
• Set vacation rules

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Oracle HCM Cloud: Workflows and Approvals 6 - 25


Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

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7
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

Alert Notifications

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Learning Objectives

• Describe the two types of alert notifications


• Understand the Alerts Composer tool
• Explain how to view Alerts History
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

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Oracle HCM Cloud: Workflows and Approvals 7 - 2


Alerts Overview

Alerts are informational notifications sent to users by email or worklist. They are triggered
based on predefined conditions for the following alert types:
• Event Alerts are triggered when a specific event occurs in the application.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

– Example: A predefined time exceptions event alert is triggered when compliance


exceptions are available. Notifications are sent to managers informing them of the
exceptions.
• Resource Alerts are based on Oracle HCM Cloud REST API resources deployed in the
environment.
– Example: a predefined visa expiration resource alert is triggered when a worker visa
is approaching expiration.

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onotifications.
You can’t modify the triggering criteria for Event Alert
ฺ z a s e
You can modify the triggering criteria for e s h u
tothenotifications
h i t Resource e
Alert by defining filters on the resource
(c oncethensemps resource for the visa attribute.
attributes if you have the required privileges
Expiration notification, a filter isodefined
to access REST resources. For the predefined Visa

a d o le li
h Z rab and using REST APIs, see the Quick Start section of the REST API
For more information about deploying
e
for Oracle HCM Cloud
i t s guide,
s f eavailable on OTN:
• Ch n-tran
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no

Oracle HCM Cloud: Workflows and Approvals 7 - 3


Alert Composer

• You use the Alerts Composer to configure the notification templates and add recipients.
Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

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c
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d ooand click
t s
hiTools
To open the Alerts Composer, go to the Navigatoramenu e > Alerts Composer.
ฺ z s
Using the Alerts Composer you can:
i t e sh to u
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Configure the notification templates n e formats and define language-specific templates.
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Oracle HCM Cloud: Workflows and Approvals 7 - 4


Functions and Groovy Expressions

When you configure alerts using the Alerts Composer you can use a variety of functions and
Groovy expressions.
• Functions return values such as an employee’s manager or benefits representative.
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• Groovy expressions substitute variables and add conditions based on runtime values.

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For additional information, including a list of supported
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Oracle HCM Cloud: Workflows and Approvals 7 - 5


Viewing Alerts History

• Use the Alerts History page to view the history of alerts that are enabled for activity
logging.
• You can view statistics such as alert status, start date, duration, messages, and
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processing errors.
• Click the alert name to view detailed information about an alert.

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Oracle HCM Cloud: Workflows and Approvals 7 - 6


Alerts Composer Security

You must have these functional security privileges to use the Alerts Composer and run
alerts:
Functional Security Privilege Description Assigned to Job Role
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Access Alerts Composer Allows access to Alerts Human Capital Management Integration
Composer. Specialist

Process a Predefined Alert Allows processing of Human Capital Management Integration


predefined alerts. Specialist

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In addition, you must have the functional privileges
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h toyouu must have the functional privilege Use REST
defined and predefined resource alerts. Forsexample,
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Services - Employees to access the emps resource
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Oracle HCM Cloud: Workflows and Approvals 7 - 7


Demonstration

• 7-1: Modifying an Event Alert and Viewing Alerts History


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Oracle HCM Cloud: Workflows and Approvals 7 - 8


Summary

• Described the two types of alert notifications


• Understood the Alerts Composer tool
• Explained how to view Alerts History
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Oracle HCM Cloud: Workflows and Approvals 7 - 9


Unauthorized reproduction or distribution prohibitedฺ Copyright© 2017, Oracle and/or its affiliatesฺ

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8
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Course Highlights

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Learning Objectives

• Identified the key concepts of Approval Framework:


– Approvals
– Approval Rules
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– Predefined Rules
• Described Approval Types
• Described Oracle BPM Worklist
• Explained Approvals and Notifications
• Described Alert Notifications

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Oracle HCM Cloud: Workflows and Approvals 8 - 2

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