Workflow Approvals Notification Presentation 2

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THE SESSION IS ABOUT TO BEGIN

Fusion Human Capital Management Workshop
Day Seven
Please complete the survey

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Oracle Fusion Human Capital
Management
Workflow, Approvals & Notifications

Who is speaking to you?
Chris Venezia
Senior Platform Product Manager
Oracle
15 Copyright 2013, Oracle and/or its affiliates. All rights reserved. Proprietary and Confidential Distributed to Authorized Customers Subject to Safe Harbor
Safe Harbor Statement
The following is intended to outline our general product direction. It is intended
for information purposes only, and may not be incorporated into any contract.
It is not a commitment to deliver any material, code, or functionality, and
should not be relied upon in making purchasing decisions.
The development, release, and timing of any features or functionality

described for Oracles products remains at the sole discretion of Oracle.
Content Subject to Change
The information in this presentation is correct as of the presentation date.
However, Oracle Fusion HCM continues to evolve and software patches are
applied frequently; therefore this information is subject to change.
Check with your Oracle Representative for updates. This content is not
warranted to be error-free.
Cloud Applications
Business Business
Processes Compliance
Visibility
Collaboration
Identity
Integration Performance
Management Content and B2B Scalability
Insider Governance
Security
Cloud Applications
Business Business
Processes Compliance
Visibility
Collaboration
Identity
Integration Performance
Management Content and B2B Scalability
Insider Manageability
Security
Cloud Applications
Fusion Middleware
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Copyright 2013, Oracle and/or its affiliates. All rights reserved. Proprietary and Confidential Distributed to Authorized Customers Subject to Safe Harbor
Fusion Apps Topology
Load Balancer EM Cloud Control

(aka Grid Control)
OHS OHS
Webgate Webgate
OID Admin Admin Admin Admin Admin Admin Admin Admin Admin
SOA SOA SOA SOA SOA SOA SOA SOA SOA
OVD
ESS ESS ESS ESS ESS ESS ESS ESS ESS
DIP Spaces HCM Core CRM Common FIN Common Cost Projects Procurement Incentive BI Server
Comp.
FSM HCM Setup Sales Ledger PIM Supplier BIPS
OAM Portal
Homepage Talent Marketing Payables Etc Essbase
OIM Help Etc. Etc Etc GOP
IDM Common HCM CRM FIN SCM PRJ PRC IC BI
IDM DB Fusion DB DW (optional)
View / Controller Model Data
Services Layer
Java Server Faces
Tools / Java Layer

ADF Faces Components
Data control
JSR227 ADF BC
WebCenter Services
Services Fusion
Analytics Web
Schema
Services
Desktop Integrator
Microsoft applications
facts BPM/BPEL Human Workflow

Business Rules
Mediator/EDA Assign Notifications
Intelligence Engine Task
results
Scheduler SO Task
(ESS) Complete
SOA Suite
26 Copyright 2013, Oracle and/or its affiliates. All rights reserved. Proprietary and Confidential Distributed to Authorized Customers Subject to Safe Harbor 26
View / Controller Model Data
Services Layer
Java Server Faces
Tools / Java Layer

ADF Faces Components
Data control
JSR227 ADF BC
WebCenter Services
Services Fusion
Analytics Web
Schema
Services
Desktop Integrator
Microsoft applications
facts BPM/BPEL Human Workflow

Business Rules
Mediator/EDA Assign Notifications
Intelligence Engine Task
results
Scheduler SO Task
(ESS) Complete
SOA Suite
HCM Approvals Setup & Maintenance
Approval Structure & Routing Policies Summary
Setup employees with suitable

Supervisory appropriate jobs and supervisors. Setup Areas of Responsibiliies
Resource
All position hierarchys needs to be

Position Hierarchy defined. Workers must be assigned
to corresponding positions.
Setup Approval Groups first

Approval Groups
All job levels must be defined for the

Job Levels jobs. Supervisory hierarchy needs
to be defined and workers need to
be assigned to appropriate jobs.
WE WILL RESUME IN
10 : 00
Minutes
WE WILL RESUME IN
09 : 00
Minutes
WE WILL RESUME IN
08 : 00
Minutes
WE WILL RESUME IN
07 : 00
Minutes
WE WILL RESUME IN
06 : 00
Minutes
WE WILL RESUME IN
05 : 00
Minutes
WE WILL RESUME IN
04 : 00
Minutes
WE WILL RESUME IN
03 : 00
Minutes
WE WILL RESUME IN
02 : 00
Minutes
WE WILL RESUME IN
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THE SESSION IS ABOUT TO BEGIN
BPM Worklist Application
BPM Worklist HCM Approval Management
BPM worklist can be used to manage all general Tasks or Event Driven Configuration page
administrative values for all HCM tasks. allows you to :-
Expiration & Escalation Policies. Define task aggregations.
Under what circumstances respective approval notifications are issued. Define error notifications.
Used to check/grant access to task data that each approver has for Define assignment & routing policies.
his/her related HCM tasks.
Manage expiration & escalation policies.
Manage notification settings.
The BPM worklist application, has two pages for setting Configure reminder settings.
up approvals :-
To Manage Tasks or Events. Rule Based Configuration allows you to :-
Used to configure options that affect the entire approval task. E.g. Manage rule sets.
Vacation policy, Expiration policy for any approval notification sent, error
Define rule names.
handling etc.
Set IF THEN conditions.
Define priorities, to evaluate IF conditions and execute

To Manage Rules.
THEN conditions.
Used to configure routing and approval conditions.
E.g. setting up IF THEN conditions, managing rule sets etc.
BPM Worklist Task or Event Driven Configurations
Task Aggregations :-
Helps control the number of worklist tasks or notifications the
participant receives for the same requisition.
E.g. If an approver is returned as a part of the approval routing
within the same task or stage.
Task Aggregations has three stages which can be mapped to an
approval notification :-
Once per task : This is the default setting for the requisitions approval
task. Within the same task if the approver has been returned multiple
times, then based on the approval rules defined, the approver will see
only one worklist task or notification in his queue for his action.
Once per stage : 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 in his queue for his
action.
None : No aggregation will be initiated.
NB :-
** The 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.
Or unless you configure it accordingly.
Error Notification:-
On Error Notify allows the user to define an administrator or a
approval group who would be notified when an error occurs within
the approval stage.
Assignment & Routing Policy:-
Allow all participants to invite other participants : This allows
approvers to modify the approval list by inserting other approval or FYI
participants.
Allow all participants to edit future participants : This allows the
approvers to update/remove future participants from the approval list.
Allow initiator to add participants : This allows the requester to insert
ad-hoc approval or FYI participants.
Enable Auto Claim : This option is selected by default. This action is
enabled when a task assigned to a position, role or an LDAP group. ** Note Before: -
There can be multiple users associated to a group, role or a position,
hence the approver has to first claim the task to prevent multiple users AMX provides the flexibility to include LDAP groups
(created within the user directories) as participants to the approval
from updating the task.
process.
Complete Task When Participant Chooses Reject / Approve : This
option help decide when to move the task to completed status
depending on the action performed.
Expiration Policies:-
This activity controls the task behavior on escalation or expiration of any task
defined.
Task content & related task actions can be accessed via the notification
settings pane. This allows a user to control :-
The information available for an approver upon notification.
The respective actions which an approver can take when being notified about an
escalation or expiration of any task.
Notification Settings:-
Notifies a participant or a group about the change in the status of any
assigned task.
Users can set up as many notifications based on the task status &
participant / approver type.
Users can be notified either via email, SMS, voice messages or instant
messages.
** Note Before: -
Reminder Settings:-
Please note that in SaaS mode, users cannot control the method of
Can be used to send periodic reminders about tasks assigned. getting notified i.e. by SMS, email, voicemail etc. The default method
in SaaS is via Email only. Access to EM is not available in SaaS
Reminders can be set to either before expiry or after assignment mode. Only in an on-premise installation, users can access the SOA
respectively. suite using EM at server level and configure the other notification
options.
BPM Worklist Rule Based Configurations
List Builder & List Builder Attributes: -
Approval Group Based :
Relevant approval groups can be selected from the given set of

values. Users can select either TRUE or FALSE.
If the user sets the value as TRUE , the application will allow an
approver group not to have any members when the rule executes.
However, when the user sets the value as FALSE, the application
would raise an exception if an approver group does not have any
members.
Approval Management Configurations
Defining Approval Groups:-
The manage approval group task enables a user to configure an

approval group. An approval group generally consists names of
predefined set of participants required to act on a task.
Depending on the participant type defined, required approval tasks

are routed to all members of an approval group in sequence.
The approvals tab can be accessed for the following activities :-

Adding new approval groups to an existing configuration.
Editing existing approval groups defined in the application.
Defining Vacation Rules
Defining Vacation Rules
A vacation period can be defined to remove oneself from
the automatic task assignments within the application.
If there are no vacation rules defined, then the respective

administrators can manually re-assign the tasks to the new
set of approvers.
From & To dates need to be defined for the user to be

exempted from the automatic task assignments.
Vacation rule tasks, can also be defined along with

conditions and respective actions can be set to re-route the
workflow accordingly. Routing actions include :-
Reassign Task To.
Delegate Task To.
Send Outcome To.
Take No Action.
Activities


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WE WILL RESUME IN

Copyright 2014 Oracle and/or its affiliates. All rights reserved. |

Copyright 2014 Oracle and/or its affiliates. All rights reserved. | 3

Copyright 2014 Oracle and/or its affiliates. All rights reserved. | 4

Copyright 2014 Oracle and/or its affiliates. All rights reserved. | 5

Copyright 2014 Oracle and/or its affiliates. All rights reserved. | 6

Copyright 2014 Oracle and/or its affiliates. All rights reserved. | 7

Copyright 2014 Oracle and/or its affiliates. All rights reserved. | 8

Copyright 2014 Oracle and/or its affiliates. All rights reserved. | 9

Copyright 2014 Oracle and/or its affiliates. All rights reserved. | 10

Copyright 2014 Oracle and/or its affiliates. All rights reserved. | 11

Copyright 2014 Oracle and/or its affiliates. All rights reserved. | 12

Please complete the survey

Copyright 2014 Oracle and/or its affiliates. All rights reserved. | 13

Copyright 2014 Oracle and/or its affiliates. All rights reserved. |

The development, release, and timing of any features or functionality

Load Balancer EM Cloud Control

IDM Common HCM CRM FIN SCM PRJ PRC IC BI

IDM DB Fusion DB DW (optional)

Tools / Java Layer

facts BPM/BPEL Human Workflow

Tools / Java Layer

facts BPM/BPEL Human Workflow

Setup employees with suitable

All position hierarchys needs to be

Setup Approval Groups first

All job levels must be defined for the

Manage notification settings.

Define priorities, to evaluate IF conditions and execute

Approval Group Based :

Relevant approval groups can be selected from the given set of

The manage approval group task enables a user to configure an

Depending on the participant type defined, required approval tasks

The approvals tab can be accessed for the following activities :-

If there are no vacation rules defined, then the respective

From & To dates need to be defined for the user to be

Vacation rule tasks, can also be defined along with

Delegate Task To.

Send Outcome To.

Copyright 2014 Oracle and/or its affiliates. All rights reserved. |

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