1-oracle self service implemetation setps for specific purposes

ImplementingOracleSelfServiceHRV4.2onR12

ADIC(AbuDhabiInvestmentCompany)

This document includes a step by step demonstration of how to implementOracleSelfServiceforHumanRecourse.Notallstepsareessential;itdependsonthecustomerrequirements.ThisdocumentwillgiveyouagoodknowledgeoftheOracleSelfServicefunctionalitiesandothermodulesthatyoullbeusingtohelpyouinyourimplementation.

By:AkramMadkour

ADICOracleSelfServiceHRImplementationSteps

PreparedBy:AkramMadkourPage2of66 ForInquires:[email protected] [email protected]

OracleSelfServiceHumanResource (SSHR4.2) ADICImplementationSteps Release12 March2008



Contents

OverviewofOracleSelfServiceHRMS...........................................................................................................................5

Whoshouldreadthisdocument....................................................................................................................................5

Prerequisites...............................................................................................................................................................5

Applicationscoveredinthisdocument..........................................................................................................................5

OtherSoftwaresusedforsettingupSSHR.....................................................................................................................5

ImplementationSteps....................................................................................................................................................6

MainHumanResourceSelfServiceResponsibilities..................................................................................................6

ProfileOptions............................................................................................................................................................7

SupervisorHierarchy...................................................................................................................................................8

RunRequest..............................................................................................................................................................10

CommonProblems...................................................................................................................................................11

TestingSelfServiceseededfunctionalities...................................................................................................................12

Hireanewemployee................................................................................................................................................12

UsingSpecialInformationTypesinOracleSelfService................................................................................................20

OverviewofApprovals..............................................................................................................................................20

ApprovalsProcess.................................................................................................................................................20

ConfiguringApprovalsintheWorkflowBuilder...................................................................................................20

ApprovalsMechanismsinSSHR............................................................................................................................22

OracleApprovalsManagement(AME).................................................................................................................22

ConfiguringSSHRFunctionstoUseOracleApprovalsManagement(AME)........................................................24



Changingtheapprovalflagusingworkflowbuilder.................................................................................................25

Createanewfunctionandlinkwithnewworkflow.................................................................................................29

Linkthenewfunctionwiththemenu......................................................................................................................30

Addthecustomfunctionto"GlobalSelfServiceFunctionsCustom"menu............................................................31

LinkthenewprocessusingOracleApprovalManagement.....................................................................................32

SettingupOracleApprovalManagement(AME)...............................................................................................32

UsingAMEtocreaterules....................................................................................................................................39

TestingApprovalsofthecustomizedSpecialInformationTypes.................................................................................44

WebPagePersonalization............................................................................................................................................50

SettingUpOraclePersonalizationFramework.........................................................................................................51

PersonalizationfortheSpecialInformationTypes...................................................................................................54

EnablingaDescriptiveFlexFieldinawebpage........................................................................................................58

CommonProblems...............................................................................................................................................63

Notifyingtherequestorwithrequeststatus................................................................................................................65

References....................................................................................................................................................................66



OverviewofOracleSelfServiceHRMSOracleSelfServiceHumanResources(SSHR)extendsthefunctionalityofstandardOracleHRMSbyenablingbothemployeesandmanagerstoparticipate inHumanResourcesmanagementviaawebbrowser.SSHRofferssecureselfservice business transactions and easytouse functionality driven by Oracles proven web and workflowtechnologies.These technologiesenable thedata,views,storedprocedures,validation routines,andApplicationProgrammatic Interfaces (APIs) used in the standardOracleApplications to be shared, thus providing seamlessintegrationbetweenOracleHRMSandSelfServiceHRMS.

WhoshouldreadthisdocumentThis Document target application implementers, it helps them in understanding the main functionalities andmandatorystepsrequiredforimplementingOracleSSHRaccordingtoyourbusinessneeds.

PrerequisitesBeforeyoucan startwith theOracleSelfService forHumanResources implementation,you shouldbe familiarwithnavigatingbothFormBasedandWebBasedapplications.Youshouldhavegoodknowledgeofhow tousesecurityusingtheOracleSystemAdministrator likeprofileoptions,responsibilities,menus,andmanagingusers.YoushouldalsohaveaproperinstallationofOracleHRCoreandPayrollonyouinstance.

ApplicationscoveredinthisdocumentThisdocumentcoversmorethanoneOracleEBusinessSuiteapplication.

OracleHRCore OraclePayroll OracleSystemAdministrator OracleSelfServiceHumanResources OracleApprovalsManagement(AME) OraclePersonalizationFramework

Wewillnotuseallthefeaturesoftheaboveapplications,onlythefunctionsthatwillhelpusinimplementingtheADICselfservicerequirements.

OtherSoftwaresusedforsettingupSSHR OracleWorkflowBuilder



ImplementationStepsMainHumanResourceSelfServiceResponsibilitiesWehavetwomainresponsibilitiesthatcontainsalltheHumanResourceSelfServicefunctions

EmployeeSelfServiceContainsEmployeelevelSelfServicefunctions ManagerSelfServiceContainsManagerlevelSelfServicefunctions

ApplicationPath:SystemAdministrator>Responsibility>Define

Createnewmenusforthesetworesponsibilitiesifrequired,containingtheselfservicefunctionsthatthecustomerrequired.ApplicationPath:SystemAdministrator>Application>Menu

CopytheseResponsibilitiesandcreatenewthenlinkthemwiththepredefinedmenusorthecustomizedmenusthatyoucreated



ProfileOptionsApplicationPath:SystemAdministrator>Applications>Profile

Themainprofilesoptionsthatwewilluseare:

HR:SelfServiceHRLicensed Yes HR:SecurityProfile SelecttheSecurityprofilethatslikedtoyourBusinessGroup

Profile Option Name Site Disable Self-Service Personal No HR: Free text school name allowed in Self Service HR: Payroll Payments Self-Service Enable Run Types No HR: Self Service HR Licensed Yes HR: Self Service Hire and Placement Default Values HR:Allow Approver updates to Self Service actions No HR:Allow concurrent Self Service actions No HR:Allow processing of ineligible Self Service actions No HR:Allow use of eligibility for Self Service actions No HR:Manage Self Service actions when future-dated changes exist Stop with an Error HR:Payroll Payments Self-Service Enable Multiple Assignments No HR:Payroll Payments Self-Service Payments List Mode HR:Refresh Self Service actions with data from intervening actions No HR:Run BENMNGLE when processing a Self Service action No HR:Self Service Save For Later Yes IGF: Award Acceptance By Term via Student Self-Service IGF: Don't Display Cancelled Awards on Student Self-Service IGF: View-only Awards via Student Self-Service IGS: Self Service Administrator MSC: Batch Size for Self Service Loads 1000 MSC: Number of Workers for Self Service Loads 3 MSC: Self Service Loads Delimiter ~ OAB: Enable Self-Service Benefits Trace OAB:Self Registered User Responsibility Self Registered New User

Default Responsibility OKL: Display Contract Additional Information in Customer Self Service OKL: Display Contract Additional Information in Vendor Self Service PV:Self Service URL with Workflow Notification Personalize Self-Service Defn No QA:Self-Service Buyer Notification Oracle Quality Self Service Accessibility Features None Self Service Named Account Proxy User Role Self Service Personal Home Page mode Framework only Self-Service Oracle Files Enabled No

TheAboveTableDemonstratestheProfileoptionsusedinSelfService(DefaultValues)



SupervisorHierarchyOracle Self Service for Human Resources is a WebBased application; its based on sending and receivingnotifications,approvals,rejectionsandothertypesofmessages.Fornow;wewillusesupervisorapprovallevel,sowehavetobuildasupervisorhierarchy.GototheemployeeandassignasupervisorforthispersonthenlinkboththesupervisorandthepersonwithausernameandpasswordinOracleSystemAdministrator.

UserName Password Person

ssemp1 welcome SelfServiceEmployee1

sshs welcome SelfServiceHousingSectionManager

sshrd welcome SelfServiceHRDepartmentManager

sscfo welcome SelfServiceCFO

CreatingsupervisorhierarchyandemployeesApplicationPath:HumanResourcesResponsibility>People>EnterandMaintain

o Enteringemployeedetails

Repeattheabovestepfortherestoftheemployees

ssemp1 sshs sshrd sscfo



o Assigningasupervisortotheemployeeandcreatesupervisorhierarchy

RepeattheabovestepfortherestoftheemployeesBydoingthis,youarebuildingthesupervisorhierarchy

Incaseyouhavepayrollinstalledonyourinstance,youhavetochooseapayrollforanemployeeintheassignmentwindowsoyoucanusetheselfservicefunctionalitiesrelatedtothepayroll.SomepayrollfunctionsthatcouldbehandledfromtheselfserviceareAbsenceManagementandManagePayrollPayments.After creating the employees and assigningsupervisorstothem,wemustcreateusernamesandpasswords for them and give them the SelfService Responsibilities youve just created,according tobusiness requirements (who shoulddowhat?)

Repeattheabovestepfortherestoftheemployees



RunRequestTo avoid any problems that could happen to the self service application, problems related to the supervisorhierarchy,youshouldruntheHRILoadAllSupervisorHierarchiesrequest.Itsnotamandatorystep;itdependsonyourinstance.

ApplicationPath:HumanResourceResponsibility

OntheMenuBarView>Request>SubmitaNewRequest>SingleRequest



CommonProblems Incaseyoudidnt linkthecreatedpersontoausernameandpasswordandtriedtoopenanyoftheSelf

Service functions, an Error Message will appear. This person should also be even a supervisor or anemployeethathasasupervisor.

Errormessagethatcouldgenerate

IncasetheSelfServiceResponsibilitiesdidn'tworkafteralltheabovesetups(Itgaveyoutheaboveerroragain),thismeansthatthereissomethingwrongwiththedatabasecachefiles.

Solution:

1. Clearthecache.HowTo:

Add"FunctionalAdministrator"responsibility GototheCoreServices"TAB" CachingFramework "Tuning"ontheleftsidebar SelectintheApplicationNames"ApplicationObjectLibrary" Pressthe"Go"button Selectallthecaches(next10,next10,next10,) Pressthe"ClearCache"button

2. RestarttheApacheServer

3. Waituntilitsautomaticallyrefreshed(itwilltakeabout15minutesaccordingtoyourinstance)



TestingSelfServiceseededfunctionalities

HireanewemployeeLoginwithauseryouvecreatedthathastheManagerselfserviceresponsibility.Thisusermustbeassignedtoapersonwhohasasupervisorbecausethehirefunctionwillsendanotificationtothissupervisorandthesupervisorwillevenreject,approveorperformotherfunctions.

ApplicationPath:ManagerSelfService>Hire



Fillinrequireddata

Fillinrequireddata



ThisisthePeopleGroupFFsegmentswevedefinedbefore



AssigningasupervisortothisnewEmployee

ThisPageistheReviewPage,afteryousubmitthetransaction,itevengoesforapprovalorthedataistransferredtotheHumanresourcestablesdirectly,itdependsontheapprovalmanagement

andtheworkflowassignedtothisfunction



TheReviewPage itsvery important.Youcanmodifythispage intheOracleWorkflowBuilder.Forexample, ifyou dont need this transaction to be approved, go to the Workflow Builder and modify theHR_APPROVAL_REQ_FLAGtoNo,youll findthis flagafteropeningtherequiredprocessnamethenselectingtheREVIEW_PAGEnode.

MoredetailswillbecoveredforOracleWorkflowBuilderandOracleApprovalManagement(AME)inlatersectionsofthisdocument.

NowwevetestedtheHirefunction,filledintherequireddataandthenotificationwassenttothedirectapproval(Supervisor).Wewilllogoutwiththisuserandloginwithasthesupervisorandcheckforthenotifications.Inthenotificationoraction list,well find therequest forhire thatweve justmade.Once thesupervisorapproves thetransaction,thedatawillbetransferredtotheHumanResourcetablesonthedatabase.Ifherejectsthedatawillnotbetransferred,thisishowapprovalworks.

In case youve attached something to the self service, the attachments will be available on the webbasedapplicationonly;itwillnotbetransferredtotheFormbasedapplication.Forexample,ifyouattachedaC.V.andapicturefortheemployeeyouneedtohire,oncethesupervisorapproves,allthedatawillbetransferredtotheHRTablesbuttheattachments(C.V.andpicture)willnot.



Loggingisastheapprovertoseethereceivednotifications



Thisisthenotificationreceivedfromthepersonwhorequestingtohireanemployee



Oncethedataisapprovedfromthetopmostsupervisor,thedatawillbetransferredtotheHRtables.

RequestDetails

TheManagerissupposedtoapprove,reject

Note:ifthispersonhasasupervisor,onceheapprovesthatrequestwillgotohissupervisoruntiltherearenomoresupervisors;inthecasedatawillbetransferredtotheHRTables



UsingSpecialInformationTypesinOracleSelfServiceIf the customer requested functionalities or forms that are not seeded in the application, you can make anycustomizedformasaSIT(SpecialInformationType).Incasethiscustomizedformhastobeapproved;youhavetomakesomecustomizationontheOracleWorkflowbuilderandwiththeOracleApprovalManagement(AME).

OverviewofApprovalsApprovalsprocessesenableyou todecidewhether transactionscarriedoutbySSHRusersneedapprovalbeforetheyaresubmittedtotheHRtables.Youcandefinedifferentapprovalrequirementsfordifferenttransactionsandvary theapproval requirementsas required.Forexample,youcanconfigure theworkflowprocessesso that theAddresspartofPersonal InformationrequiresapprovalbutthePhoneNumberspartdoesnot.Alternatively,youcanvarytheApprovalsrequirementsbyresponsibilitysothatrecordschangedbyemployeeswouldneedapprovalbutrecordschangedbymanagerswouldnot. Allapprovalsmechanismsused inSSHRfollowthebasicapprovalsloop shownbelow.The logic checkswhether the current approver is the final approver in thehierarchy. If thecurrent approver is not the final approver, the application fetches the next approver who then receives theapprovalnotification.Thenextapprovercaneitherrejectthetransaction,approvethetransaction,orreturnthetransactionforcorrection.

ApprovalsProcessApprovalswithCorrectionV4.0 isthedefaultbehavior formodules inSSHR4.0andabove.Within theapprovalsprocess,theapplicationusesrulestogeneratealistofapproversfortheSSHRtransaction.Thewayinwhichthelistisgenerateddependsontheapprovalsmechanismyouareusing(seeApprovalsMechanismsinSSHR).Thedefaultapprovalsprocessalso includesdynamicapprovalsasstandard.Thedynamicapprovalsfunctionalityworks intwoparts.Onepartistheselfserviceuserinterfacewhichenablestheinitiatingmanagertoaddadditionalapproversand/or notification recipients. You can also display the approvers and limit the number of approval levels.The second part is an application which generates the default approvers. This is either Oracle ApprovalsManagement (AME) or a customizable PL/SQL package. The dynamic approval workflow process then sendsnotificationstoapproversand/ornotificationrecipientsbasedontheapproverlist. ConfiguringApprovalsintheWorkflowBuilderIfrequired,youcanconfigurethepredefinedapprovalsprocessesintheWorkflowBuilder.Yousetuptheapprovalsprocessusingworkflowattributes.ToconfigureapprovalsintheWorkflowBuilder:

1. Opentheworkflowitemtype.2. Navigatetotheprocessyouwanttomodifyanddoubleclicktoopentheworkflowdiagram.3. OpentheReviewPageV4.0activityforyourworkflowprocess.

Note: You may have to drill down through several subprocesses until you reach the correct Review Page V4.0 activity.



4. Makeacopyoftheprocessandanyaffectedsubprocesses.Forexample,ifyouaremodifyingtheapprovalsfortheProcessPersonalInformationV4.0process,youwouldhavetocopytheProcessPersonalInformationV4.0process,andtherelatedsubprocesses,forexample,theProcessBasicDetailssubprocess.

5. SelecttheReviewPageV4.0activityforyourprocess/subprocessandsettheApprovalRequiredworkflowattribute(HR_APPROVAL_REQ_FLAG)toYES.Thisactivatesapprovalforyourprocess/subprocess.

6. Decidehowaprocessshouldpassthroughtheentireapprovalchain,inotherwords,howmanylevelsofapprovalarerequired.SettheapprovallevelusingtheApprovalLevelattribute(HR_DYNAMIC_APPROVAL_LEVEL).AddanapprovallevelvaluetotheDefaultValuefield.Avalueof1forexamplewillpasstheapprovalonelevelupthesupervisorchain.

7. Saveyourwork.

Note: The default number of level is 0, meaning that the number of levels is unlimited.

ReviewandConfirm:

MostfunctionsdisplaytheReviewandConfirmpages.TheReviewpagedisplaysacorrespondingregionforeachWebpagesectionthatyouhaveupdatedaspartoftheprecedingtransaction.Insideeachregionisalistofcurrentdatabaseandproposedtransactiondata.Ifyouhaveconfiguredapprovals,youcanenterapprovalscomments inthispage.IfyouhaveenabledtheDynamicApprovalsfunction,theusercanseethedefaultapprovalchainandaddfurtherapproversandnotifiers.WhentheuserchoosestheSubmitbuttonfromtheReviewpage,thetransactioniscommittedtotheHumanResourcessystemorsentforapproval.TheConfirmpageisthendisplayed.TheConfirmpagecontainsaconfirmationmessagedescribing thestatusof the transaction.Theusercanprintacopyof thesubmitted transaction for their records if required. You can set up the approval properties for a process bychangingtheactivitylevelattributesfortheReviewworkflowfunctions.

HR_DYNAMIC_APPROVAL_LEVEL:Thisattributeisusedtospecifythenumberoflevelstowhichthistransactionneedstobeforwardedforapprovalin theapprovalhierarchy. Forexample, if the value is1, the transaction is submitted forapproval toone levelhigher than the initiating person. When the transaction has been approved, it is committed to the HRMSapplication.Bydefault, thisattribute reads theapproval level from theAPPROVAL_LEVEL (Approval Level) itemlevel attribute. If you specify a value for the item level attribute, you can control the approval level for all theprocesses. If you specify a value for the HR_DYNAMIC_APPROVAL_LEVEL attribute, it overrides the item levelattributefortheprocessforwhichyouhavespecifiedthevalue.

HR_APPROVAL_REQUIRED_FLAG:Thisattributeisusedtospecifywhetherthecurrenttransactionrequiresanapproval.Thevalidvaluesare:

No:theprocessdoesnotrequireapproval Yes:theprocessrequiresapprovalbutthedynamicapprovaluserinterfacewillnotbeshowninthereview

page.Thismeansthattheinitiatorcannotaddadditionalapproversornotifiers. YesDynamicApproval:theprocessrequiresapprovalandthedynamicapprovaluserinterfacewillbe

showninthereviewpage.Theinitiatorcanaddadditionalapproversandnotifiers.



ConfirmInstructionApplicationShortNameInadditiontothestandardconfirmationmessageshownintheconfirmationpage,youcanalsoconfiguremessagesthatarespecific to theprocess.Youcanspecifyone forascenario forwhichapproval is requiredandone forascenario forwhich no approval is required. Processes can be set to eitherApproval Required orApprovalNotRequired,butnotboth,using theHR_APPROVAL_REQUIRED_FLAG. For example, you candefine amessage forConfirmSaveInstructionNameandConfirmSendforApprovalInstructionName.Youregisterthismessageunderyourcustomapplication.ConfirmSendforApprovalInstructionNameThetextassociatedwiththismessagename isdisplayed intheconfirmationpage immediatelyafterthestandardconfirmationmessage.Thistextisonlydisplayedwhentheprocessdoesnotrequireapproval.Thetextassociatedwith this message name is displayed in the confirmation page immediately after the standard confirmationmessage.Thistextisonlydisplayedwhentheprocessrequiresapproval.

ApprovalsMechanismsinSSHRSSHR4.1usestheOracleApprovalsManagement(AME)applicationtodefineandmanageapprovallogic.FormoreinformationonAME,see:ImplementingOracleApprovalsManagement(availableonMetalink).

Note: If you are an existing SSHR customer, the customizable PL/SQL package for approvals, which was the default approvals mechanism in previous releases of SSHR, is still supported in this release as an alternative to AME.

AlldeliveredSSHRversion4functionsarenowlinkedtoAME.Ifrequired,youcanalsolinkanyexistingcustomfunctionsthatyoumayhavebasedonearlierversion4functionstoAME.

Note: You cannot link SSHR version 3 functions such as Appraisals, Apply for a Job, Succession Planning, or Suitability Matching, to AME.

OracleApprovalsManagement(AME)OracleApprovalsManagement (AME) isawebbasedapplicationwhich is integratedwithOracleWorkflowandwhichenablesyoutodefinebusinessrulestocontrolyourapprovalsprocesses.WithAME,youusethefollowingcomponents to define your approvals processes. They are associated with a transaction type for a particularapplication.

Attributethisisabusinessvariable,forexample,asalaryamount,userID,orworkflowprocessname Conditionaconditioncomparesanattributevaluewithasetofallowedattributevalues.Forexample,a

conditioncouldlookatasalaryamount.Ifthesalaryisgreaterthanaspecifiedvalue,aparticularapproverlistiscreated

Approval type and approval specifications these components define the type of approver list that isgenerated. For example, to generate a supervisorbased approver list with 5 levels, you use thesupervisory level approval type with the requires approval up to the first 5 approvers approvalspecification.

Rulesarulelinkstheothercomponentstogetherbyassociatingoneormoreconditionswiththeapprovaltypeandapprovalrule.



DefaultUseofAMEConfigurationinSSHROracleSSHRdeliversAMEconfigurationwhichhasbeendesignedtoemulatefunctionalitydeliveredinthePL/SQLpackage.ThedefaultbehavioristouseasupervisorbasedapprovalshierarchywhichisnowdeliveredusingAMErules.ThedefaultAMEconfigurationconsistsof:

AsingleAMEtransactiontypeSSHRMSwith AsingleconditionWORKFLOW_PROCESS_NAME Asinglerulewhichrequiresapprovalstothetopoftheapprovalhierarchyorto10levelsabovethe

initiator,whichevercomesfirst. ThisisbasedonthestandardAMEapprovaltypechainsofauthoritybasedonnumberofsupervisorylevels

ConfiguringSSHRApprovalLevelsinAMETomeetyourbusinessneeds,youmayaddadditionalrules,conditions,orattributeswithinthedeliveredSSHRMStransactiontype,oryoucandefineacustomtransactiontype. It isrelativelyeasytomakeminorchangestothedeliveredAMEconfigurationandsomeexamplesareprovidedbelow. TodefineadifferentapprovallevelforallSSHRworkflowprocesses:Forexample, tospecify twoapproval levels:Theapproval level iscurrentlydefined in the rule SSHRRule foratmost10 approvers in Supervisor chain.Youwouldedit thisdefault rule and change the approval level for thesupervisorylevelapprovaltypetorequiresapprovaluptothefirsttwosuperiorsatmost.Todefineadifferentapprovallevelforaspecificworkflowprocess:

FirstyoucreateanewconditionwiththeattributeWORKFLOW_PROCESS_NAMEandentertheworkflowprocesseswhichwillhavethedifferentapprovallevelastheattributevalues.

Thenyoucreateanewrule,forexample,2approversinsupervisorchain.o Usethesupervisorylevelapprovaltypewiththerequiresapprovaluptothefirsttwosuperiors

atmostapprovalo Finally,attachyournewconditiontotherule.

Todefineanewapprovallevel(ifthedeliveredapprovalsdonotmeetyourrequirements):

Youcreateanewapproval(forexample,requiresapprovaluptothefirst15superiorsatmost)inthesupervisorylevelapprovaltype.

Todefineaparticularuserasthefinalapprover,orfinalauthority(eveniftheyarenotthelastpersonintheapprovalchain):

YoucreateaListModificationConditionandspecifyauser,forexample,amanager,asthefinalapprover Youwouldaddthislistmodificationconditiontoyourrulessothattheapprovalchainwouldstopatthis

specifiedapprover.Alternatively,youcouldcreateanewrule,addtheapprovaltypeforfinalapproverandaddtheWORKFLOW_PROCESS_NAMEconditionsothatthisfinalapproverrulewouldapplytoselectedprocesses



ConfiguringSSHRFunctionstoUseOracleApprovalsManagement(AME)Any custom functions you createdprior to release4.1willuse the customizablePL/SQLpackageas thedefaultapprovalsmechanism.However,youcanmodifyanycustomSSHR4.0 functions topoint toAMEbyadding twonew function parameters. You define the additional parameters in the Form Functions window.You shouldalsocheck theworkflowattributes foryourworkflowprocessusing theWorkflowBuilder.TheAMErulesandconditionsalwaysoverrideanyotherworkflowattributesettings thatapply toapprovals, forexample,the attribute settings for the Review activity. If the Approvals Requiredworkflow attribute is set to Yes for aworkflowprocessbutAMEdoesnotreturnanyapprovers,theprocesscompleteswithoutrequiringapproval.Asageneralsetuprecommendation,youshouldsetupprocessesthatcurrentlydonotrequireapprovalasfollows:

SettheApprovalsRequiredworkflowattributetoYesConfigureAMEsothatnoapproversarereturned

Note: If you subsequently need to add approvals to your process, you can simply use a different AME condition.

TolinkyourfunctiontoAMEintheFormFunctionswindow(required)1. Queryyourfunction2. NavigatetotheFormtabbedregion3. AddthefollowingparameterinformationtotheParametersfieldforyourfunction

pAMETranType=SSHRMS pAMEAppId=800

4. Saveyourwork

ToaddyourcustomworkflowprocesstothelistofvaluesfortheconditionattributefortheSSHRMSAMEtransactiontype(requiredifusingthedeliveredSSHRtransactiontype):

1. LogontoOracleApprovalsManagementNote:YouneedtouseoneofthefollowingAMEresponsibilities:

AMEApplicationAdministrator AMEGeneralBusinessUser AMELimitedBusinessUser

2. SelecttheSSHRMStransactiontype3. SelecttheConditionstabandclickontheWORKFLOW_PROCESS_NAMEcondition4. ChoosetheAddTextValuebuttonandenterthenameofyournewworkflowprocessasanattributevalue5. Saveyourwork

TosettheApprovalsRequiredattributeintheWorkflowBuilder

1. DisplayyourfunctionintheWorkflowBuilder.2. DisplaytheattributesfortheReviewfunction.3. SettheApprovalsRequiredattributetoYesorYesDynamicApprovals.



ChangingtheapprovalflagusingworkflowbuilderNow,weneedtomakesomecustomizationontheSITworkflow.Theseededworkflowdoesnotsupportsupervisorapproval,sowehavetomakeanotherworkflow(acopyoftheoriginal)thatsupportsapproval.FirstwemustinstallOracleWorkflowbuilderoncomputer(Note:Workflowbuilderdoesntcomeasastandalonesoftware,itcomeswiththeOracleClientInstallation)andputintheTNSNAMEStoaccessworkflowsfromthedatabase.

SystemPathforTNSNAMESwillbesomethinglikethis:C:\OraHome\network\ADMIN\tnsnames.ora(Itdependsonhowwhoveinstalledthedatabaseclient)

Putinthetnsnames.orasomethinglikethis:(accordingtothedatabaseinstallation)prod=(DESCRIPTION=

(ADDRESS=(PROTOCOL=tcp)(HOST=abcs.xyz.local)(PORT=1529))

(CONNECT_DATA=(SID=PROD)

))

AfterinstallingtheWorkflowbuilder,followthesesteps:1. WemustknowtheProcessName(WorkflowName)thatyouneedtomakeacopyof.Todothis,youhave

toknowthenameofthemenulikedtoyourresponsibility,andfromthemenugotothefunctionyouwant(SpecialInformationType)thentotheFormTab,youllfindyourworkflowthereunderParameters.

ContacttheDBAandaskforTNSNAMESdetailsforyourinstance



pAMETranType=SSHRMS&pAMEAppId=800&pProcessName=HR_SIT_JSP_PRC&pItemType=HRSSA&pCalledFrom=HR_SIT_SS&pPersonID=&pFromMenu=Y

2. Afterknowingtheprocessname(workflowname),wewillopentheworkflowbuilderandsearchfortheSpecialInformationprocesssowecouldmodifytheapprovalmethod

Note:DONOTmodifyanypredefinedprocess;insteadCOPYthedesiredprocessandpasteitwithdifferentname(giveit_XXattheendforexample)dothesamewithalltheseededprocess.

WorkflowNamethatyoulluseinworkflowbuilder

Theworkflownameshouldendwith"_JSP_PRC"(theonethatwillbeduplicated)

Connectionaccordingtotheinstance

SelectHR thenPressOK

Presssearchandsearchfortheprocessname,makesurethatyouvecheckedtheDisplayName,InternalNameandAllObjectsthenpresssearch.Itwillthentakeyoutotheprocess

thatyouhavetoCOPY



3. Followthestepsinthebelowscreenshotsformodificationdetails

Copyandpasteanexistingprocess

Removestheexistingsubprocessandreplacedthemwithnew(copied)supprocessesandrelink

themagainwithsamevalues

TheInternalNameisVERYIMPORTANT.ItisthenlinkedtotheFUNCTIONintheapplication



NowwearedonewiththeOracleWorkflowbuilder.Asyoucansee,wevemadeallthesestepsto:

a. CreateanewInternalName.Wewillusethisinlinkingbetweenthenewworkflow(process)andtheapplication

b. ModifytheHR_APPROVAL_REQ_FLAGfromNotoYesDynamic

Wedontneedtheworkflowbuilderinanythingelse.

DoubleclickontheREVIEWthengotothe"NodeAttributes"tab

ThenchangetheHR_APPROVAL_REQ_FLAGtoYesDynamic

L Saveyoursettings

WorkflowSetupisDONE



Createanewfunctionandlinkwithnewworkflow1. LogintotheapplicationandgotoSITfunction(predefined)

2. CreateanewSITfunctionandchangetheparameters

a. ChangeFunctionName,UserFunctionNameandDescription

b. GotothePropertiestabandgivethesamevalues

c. GototheFormtabandchangetheworkflow(process)nameandtheCalledFromparameter,fromtheoldonetotheonewevecreated

Before:pAMETranType=SSHRMS&pAMEAppId=800&pProcessName=HR_SIT_JSP_PRC&pItemType=HRSSA&pCalledFrom=HR_SIT_SS&pPersonID=&pFromMenu=Y

After:pAMETranType=SSHRMS&pAMEAppId=800&pProcessName=HR_SIT_JSP_PRC_XX&pItemType=HRSSA&pCalledFrom=HR_SIT_SS_XX&pPersonID=&pFromMenu=Y

d. GototheWebHTMLtabandchange

From:OA.jsp?akRegionCode=HR_CREATE_PROCESS_TOP_SS&akRegionApplicationId=800&OAFunc=HR_SIT_SS

To:OA.jsp?akRegionCode=HR_CREATE_PROCESS_TOP_SS&akRegionApplicationId=800&OAFunc=HR_SIT_SS_XX

e. Saveyourwork



LinkthenewfunctionwiththemenuAftercreatingthefunctionandlinkingitwiththenewlycreatedWorkflowprocess,wehavetolinkthisfunctiontotheselfservicemenuweareusing.

1. Gotothedesiredmenu

2. Addthenewfunctionyouvejustcreated

3. Saveyoursettings

8 IMPORTANT:Thesetupisnotdoneyet,ifyoutriedtologinwiththeuserandthenopenthefunction,thesystemwillgiveyouanerror.Youhavetoaddthecustomfunctionto"GlobalSelfServiceFunctionsCustom"menuandsetuptheapprovalprocessintheAME(OracleApprovalManagement).Thisiscoveredbydetailsinthecomingpages.

Error

The selected action is not available. The cause may be related to security. Contact your system administrator to verify your permission level for this action.

Click Home menu or choose a different menu option to navigate out of this page.

LogginginwithoneoftheemployeesUsernameandpassword

NavigationtothecustomizedSpecialInformationTypesfunctionthatis

linkedwiththecustomizedworkflow



Addthecustomfunctionto"GlobalSelfServiceFunctionsCustom"menuForcustomfunctionsthathasbeencreatedasacopyofaseededfunction,wehavetoaddthesamefunctiontotheGlobalSelfServiceFunctionCustommenu.Ifwedidntmakethisstem,thefollowingerroronlaunchingthefunctionwillappear.Error:"Theselectedaction isnotavailable.Thecausemayberelatedtosecurity.Contactyoursystemadministratortoverifyyourpermissionlevelforthisaction."CustomfunctionwasnotaddedtoGlobalSelfServiceFunctionsCustommenu.AllSSHRcustomfunctionsneedtobeaddedintothismenu.Thefollowingstepsmustbepreformed:

1. Addthecustomfunctionto"GlobalSelfServiceFunctionsCustom"menu. ApplicationPath:SystemAdministrator>Application>Menu QueryforGlobalSelfServiceFunctionsCustomintheUserMenuName Addthecustomfunction

2. Restartwebserver(PerformStepaorb)a. UsingFunctionalAdministratorresponsibility

i. GototheCoreServices"TAB"ii. CachingFrameworkiii. "Tuning"ontheleftsidebariv. SelectintheApplicationNames"ApplicationObjectLibrary"v. Pressthe"Go"buttonvi. Selectallthecaches(next10,next10,next10,)vii. Pressthe"ClearCache"button

b. RestartApache



LinkthenewprocessusingOracleApprovalManagementAfterperformingtheprevioussteps,youhavetotellthesystemthatoncetheuserclicksonthecustomizedSITfunction(theonewecreatedpage28)thetransactionhastogoforapproval.Ifthisstepisntdone,thesystemwillgenerateanerror,sowehavetosetupOracleApprovalManagementtocreatethiscondition.

SettingupOracleApprovalManagement(AME)SettingupResponsibilities

ThissectiongivesastepbystepillustrationofaddingthetwoAMEresponsibilitiestotheuser.1. LoginasSYSADMINuser.2. CreateaNewuseraccountandgiveanappropriateeffectivedate.DoNOTaddanyresponsibility3. Savetherecord

4. SwitchtheresponsibilitytoUserManagementandNavigatetotheUsersfunction



5. Queryforthenewlycreateduser6. Clickontheupdateactionfromtheresulttable

7. IntheUpdateUserpage,clickontheAssignRolesbutton



8. Inthesearchwindow,queryforApproval%9. Followingsevenroleswillbedisplayed(theymaybelessthanseven)10. Selectallsevenroles

11. AfterselectingtheRoles,providetheJustificationfortheroleandtheeffectivedate



12. Pressapply13. Aftercompletingtheaction,youcanquerybackthesameuserandcanverifythelistofrolesbeing

attachedtotheuserbypressingupdateagain

14. NowswitchtheresponsibilitytoFunctionalAdministrator15. Clickoncreategrantsunderthegrantssubtab



16. EnteraGrantNameandprovideaneffectivedate17. NavigatetotheSecurityContextregionandselecttheGranteeTypeasSpecificUser18. IntheGranteefieldselectthenewlycreatedUser19. IntheDataSecurityregionselectAMETransactionTypesastheObject

20. ClickingNextwilltakeyoutotheSelectObjectDataContextpage21. YouhaveadefaultvalueofAllRowsintheDataContextType,leaveitasitis,andnavigatefurther

Makeittodaysdate;dontchangeitbecauseitmaygiveanerrorattheendofsetup



22. IntheDefineObjectParameterandSelectSetpage,enterAMECallingApplicationsasthevalueintheSetfield

23. ClickNext

24. Now you are in the Review page, then click finish



25. Now switch the responsibility to System Administrator and navigate to System Profiles. 26. Query for the profile AME:Installed at the application level and set the value to Yes. 27. Save the data.

28. Now you can login as the newly created user (ame_admin) 29. You should be able to see the following responsibilities automatically

a. Approvals Management Administrator b. Approvals Management Business Analyst



UsingAMEtocreaterulesAfter settingup theOracleApprovalManagement (AME),nowwe can linkbetween the customizedworkflowwevecreatedintheworkflowbuilderandarule.WeneedtomakearulethatwillenablesupervisorapprovalaftertheusersubmitstheSIT.

Todothis,gettheworkflowname(processname)oftheSITfunctionandputitintheWORKFLOW_PROCESS_NAMEattribute,thenlinkthisattributetoaconditionandthisconditionisthenlinkedtoarule.Aftertheruleistriggeredanactionwillbetaken,thisactiontellsthesystemtotakethistransactionforsupervisorapprovalorperformotheractions.Stepsofdoingso:

1. LoginwithauserthathasAMEresponsibilities(ame_admin)2. GotoApprovalsManagementBusinessAnalystresponsibility

3. TypeinOracleSelfServiceHumanResourcesinSelectTransactionType4. ClickonConditions5. CreateaNewcondition(press"Create")6. Intheattributesearchfor"WORKFLOW_PROCESS_NAME"7. TypeinthenameofyourWorkflow(TakeitfromtheWorkflowBuilderTheoneyoujustcreated)8. PressApply9. Nowgotothe"Rules"tab10. Createanewrule11. EnterRuleDetails12. Pressnext13. Addacondition(Bythisyou'relinkingtheworkflowintheWFbuilderwiththeapplication)14. SelecttheconditionyoujustcreatedandpressContinue15. PressNext16. NowYou'lladdanACTION(Whatwillhappenifthisrulehappensoriftheworkflowistriggered)17. PressNextthenFinish



Datecantbeinthepast



Note:AMEcomeswithmanypredefinedactiontypesandactionsforthem.Thepredefinedactiontypescurrentlysupportthreetypesofapprovers:HRemployees(intheHRsupervisoryhierarchy),HRpositions(intheHRpositionhierarchy),andOracleApplications(FND)users.ThepredefinedactiontypesascendtheHRhierarchiesinmanydifferentways.

Preparing to use the Job-Level approval types

Ifyourorganizationplanstouseoneofthejoblevelactiontypes,itmustfirst assignajobleveltoeachjobdefinedinHRMS(thatis,itmustfirstpopulatethe approval_authoritycolumnoftheHRMStableper_jobs).Yourorganization shouldalsohaveabusinessprocessformaintainingjoblevels.

AMESetupisDONE



TestingApprovalsofthecustomizedSpecialInformationTypesOkay,weredonewithsettingupandimplementingapprovalsforthecustomizedSITfunctionwevecreated;nowitstimetotestourapprovalprocess.

1. Loginasanemployee(theonethatwecreatedinpage8)

2. GototheEmployeeSelfServiceResponsibility

3. Aswecansee,wenowhavetwoSpecialInformationTypesfunction

a. SpecialInformation(PredefinedFunctionDoesnotsupportapproval)

b. CustomizedForms(AcopyfromtheoriginalfunctionbutwithdifferentparametersApprovaluptotheFirstLevel)

NoApproval Approval



4. Wewillusethefunctionthatwecustomizedtocheckfortheapprovalthatwemade

FillinthedetailsthenpressApply

Thisisthenewdata,nowpressNexttogototheReviewpage



ThisReviewpage

PressSubmitsothedatacouldbeforapproval

Now,therequesthasbeensenttothedirectapprover



Seenextpage

Logginginastheapprovertoseetherequest

Notification/Request

ShortCut



Notification/Request

AfterApprovingthetransaction,itwillautomaticallygofromyouactionlist(previouslytherewasonlyoneactionthatweveapproved,sonowtheresnoavailableactions)

NowthedatahasbeentransferredtotheHRtables



5. LogintotheFormBasedapplicationandcheckthattherequesteddatahasbeentransferredtotheHRtablesafterbeingapproved

TherequesteddatahasbeentransferredtotheHRTablesafterapproval

ApprovalsforSITsisDONE

IncasethedatahasntbeentransferredyetRunrequest:WorkflowBackgroundProcess

FromSystemAdministrator



WebPagePersonalizationWhatdoyoudoincaseyouneedtorenameoneofthesegmentsinawebpage,ifyouneedtoaddadescriptiveFlexFieldthatisavailableintheformbasedapplicationbutdoesntappearinyourwebpagelayout,ifyouneedtohidesomesegmentsandshowothers?

All the above requirements and more could be handled using the Oracle Personalization Framework. Its alsoknownaswebpagelayoutcustomization.Thisisnotamoduleoraresponsibilitythatyoucanaddtoyouruser,itsactuallyframeworkthatislinkedtoyouruseraftersettingitup.Itprovidesyouwithadditionallinksonyourwebpagethatwillhelpyouinthepersonalisationprocess.

PersonalizationFramework Enablesconfigurationofselfservicewebpagestomeetbusinessrequirements. Easypointandclickaccesstoconfigurationoptions. Allowsconfigurationsatdifferentlevels:

Developersdefineconfigurationsatthelocalizationlevel Administratorsdefineconfigurationsatsite,responsibilityandfunctionlevels SSHRuserscandefineconfigurationsatuserandportletlevels

ConfigurationOptionswithinthePersonalizationFrameworkBasicColumnProperties

Displayorhidecolumns Changedisplayorderofcolumns Changeflexsettings

AdvancedSettings

Changeprompts Specifyrequiredand/orupdateableflags Specifyadefaultvalue Changetiptype Changetipmessagename Createitems AddingUserInstructions

AdditionalOptionsforTabularRegionsSortSettings

Specifysortcolumns(upto3) Specifysortorder(Ascending,Descending)

QueryConditions

Specifycolumnname,condition,value



SettingUpOraclePersonalizationFrameworkProfileOptionsforPersonalizationFramework(ONUSERLEVEL)

ApplicationPath:SystemAdministrator>Responsibility>Define

1) PersonalizeSelfServiceDefn Yes

SettoYesorNoattheuserorresponsibilitylevel

DisplaysPersonalizePagelinksonwebpages

DefaultisNo

Thesearethelinksthatwillappearafterapplyingthe1stprofileoption



2) FND:PersonalizationRegionLinkEnabled Yes

SettoYesorNoatSite,Application,Responsibility,User

DisplaysPersonalizeRegionlinksinwebpageregions

DefaultisNo

Thesearethelinksthatwillappearafterapplyingthe2ndprofileoption



3) DisableSelfServicePersonal No(AtSiteLevel)

SettoYesorNoatthesite,application,oruserlevel

IfsettoYes,anyconfigurationsaresuppressedregardlessoflevel

Usefulwhendebugging

DefaultisNo

Loginwiththeuserthatyouvelinkedtheaboveprofileoptionstoandyoullfindthepersonalizationlinksaddedautomaticallytohiswebpages.

L IfyouhaveanyproblemslikethepersonalizationlinksdidntappearaftersettinguptheaboveprofileoptionsthanyoumayhavetoClearCache

Clearthecache.HowTo:

Add"FunctionalAdministrator"responsibility(orgodirectlytoitifitsalreadyadded) GototheCoreServices"TAB" CachingFramework "Tuning"ontheleftsidebar SelectintheApplicationNames"ApplicationObjectLibrary" Pressthe"Go"button Selectallthecaches(next10,next10,next10,) Pressthe"ClearCache"button

RestarttheApacheServer

Waituntilitsautomaticallyrefreshed(itwilltakeabout15minutesaccordingtoyourinstance)

OraclePersonalizationFrameworkSetupDONE



PersonalizationfortheSpecialInformationTypesAsper thecustomersrequirements,notall theSpecial InformationTypesshouldappear in theSelfServicewebapplication.Bydefault,anySITyouaddtoyourbusinessgroupintheformbasedapplicationwillbeaddedtotheselfservicewebbasedapplicationaswell,sowehavetomakesomepersonalizationonthewebbasedSIT.ByusingtheOracleFrameworkPersonalizationfeatureswecanshowonlytheSITsthatwewant,alsowecanshowspecificsegmentswithineachSIT.

SelfServiceSITbeforepersonalization

SelfServiceSITAfterpersonalization



Hereshowtodoit:

1. TaketheparametersoftheSITsyouwanttoappearinselfservice ApplicationPath:SystemAdministrator>Application>Flexfield>Key>Segments QueryFlexfieldTitle:PersonalAnalysisFlexfield WeonlyneedThreeSITstoappearintheselfservice

o RequestforCertificate/Letter(withallthesegmentswithin)o ConferenceRequest(withonlythefirst11segmentswithin)o MedicalReimbursementClaim(withonlythefirst6segmentswithin)

2. Totellthesystemthatweonlyneedtheaboverequirements,wehavetowriteitinaspecificformat,theformatisdescribedasfollows:

CodeName(ex:RequestforCertificate/Letter) Followedby:| ThenSegmentName(ex:Designation,TypeofLetterRequred,) Separatewith||incaseyouneedtoaddanotherCode(SIT) Youmustwrite||attheend Donotleavespacesbetweentheseparators|or||andthesegmentname

Doublepipesseparatingonestructurefromanotherandsinglepipesseparatingsegments. ItiscasesensitivesoneedstomatchwhatisintheFelxFieldsetupexactly

Takeallsegments

Take11segments

Take6segments



Fortheaboveexample,theformatshouldbeasfollows

3. Loginwiththeuserthatcanperformpersonalization(theonethathastheadditionallinksinhiswebpages)

4. Gotothewebpagethatyouneedtopersonalize(forthiscasewellgotothecustomizedSITfunction)

5. AfteropeningtheSIT,clickonthePersonalize"SpecialInformationTypelink

Thiswillbecopiedandpastedinpersonalization

RequestforCertificate/Letter|Designation|TypeofLetterRequred|SalaryInformation|Language|PassportNumber|Purpose|BankName&Address|AccountNumber|PayrollApproval/Comment|EmbassyName|OtherDetails(1)|OtherDetails(2)|OtherDetails(3)|OtherDetails(4)|OtherDetails(5)||ConferenceRequest|DescriptionofConference|ExpextedJobBenefits|ProgramTitle|NumberofDays|ProgramFee|Location|TravelSector|Organizer|Accommodationprovidedbyhost|Ticketprovidedbyhost|Remarks||MedicalReimbursementClaim|TreatementDate|NameofHospital/Clinic|InvoiceNo.|DescriptionofServices|Amount|Remarks||



6. IntheSearch,selectFlexintheStylethenpressGo

7. IntheresultyoullfindFlex:KeyFlexforSit,clickpersonalizeforthat

8. Nowcomestheinterestingpart,wewillcopythecodeinpage55andpasteitintheSegmentListinsteadofInheritintherequiredlevel(Imadeitontheresponsibilitylevel)

9. PressShowtomakesurethatyourvaluesareintheResult

10. PresstheApplybutton

11. NowgetbacktoyourSIT,youllfindonlythedatayouverequest(seepage53forscreenshot)

Pastecodehere

PersonalizationfortheSITsDONE



EnablingaDescriptiveFlexFieldinawebpageHowtoadd/showaDescriptiveFlexfieldthatappearsintheJavaFormsbutnotintheWebBasedApplication?

WhatwewilldoissomepersonalizationintheWebBasedFunctions.PersonalizingthewebpageisVERYEASYbutyoufirsthavetomakesomesetup

1. SettingUpOraclePersonalizationFramework(seepage50to52)2. Theusershouldbeasystemadministrator

Wewilladd(personalize)aDescriptiveFlexfieldthatappearsintheJavaFormsbutdoesn'tappearintheequivalentWebBasedFunction(InSelfService)

First,aftercompletingtheSelfServicesetupproperly,andafteraddingtheEmployeeSelfServiceResponsibilitytotheuser,you'llopenit

ChoosingtheSelfServiceResponsibility



Searchforthefunctionyouneedtoworkon We'llpersonalizethe"WorkPreferences"Function

(Becauseitdoesn'tincludethedescriptiveFFasintheJavaFormequivalentfunction,soweneedtopersonalizeittoADDthismissingDFF)

Note:TheWorkpreferenceFunctionintheJavaFormscanbeaccessedfromthefollowingpathApplicationPath:HumanResourcesResponsibility>People>EnterandMaintainSearchforanyEmployeethen:Others(Button)>WorkPreferencesWhenyouopenit,you'llfindthatitcontainsadescriptiveFlexfieldthatwealreadydefineditssegmentsbefore.

WorkPreferencesselfservicefunction

BeforeNoDescriptiveFlexfieldfound,its

notenabled(rendered)

WorkPreferencesSelfServiceFunction

AfterDescriptiveFlexfieldisenabled(rendered)



Toenable(render)theDFF,wellgotoPersonalizeWorkPreferences

Bydoingthis,youarepersonalizingthecurrentfunction

ChooseFlexfromStylethenpressgo Clickonthepentopersonalize



IntheRenderChooseTrueinsteadofInherit IntheSegmentListChoosethesegmentsyouwant(seepage5456)orleaveblankforallsegmentsto

appear

PressApply

ValuesBefore

ValuesAfter



TheDescriptiveFelxfieldisnowdisplayed ClickonReturntoPersonalizationStructureorReturnToApplication

EnablingaDFF is DONE

TheDescriptiveFelxfieldisnowdisplayed



CommonProblemsIncaseyoucouldntfindthecorrectpersonalizationlinkwhichincludestheFlexfieldyouresearchingfor,orincaseyoudidnt find the Flexfieldwhile searching for it, firstmake sure that youareon the correctwebpage that isrequiredtobepersonalized.Ifyoustillcouldntfindthecorrectpersonalization linkorthedesiredFlexfieldwhilesearching,thenperformthefollowingsteps.

Forexample,intheAbsenceManagementselfservicefunction,weneedtoaddthedescriptiveFlexfieldrelatedtoit,sowewillgotothecorrectwebpagewhichis:ApplicationPath:EmployeeSelfService>AbsenceManagement>CreateAbsence

ClickonthePersonalizePageonthetoprightofthepageinstead Afterthepersonalizationpageisdisplayeddothefollowing

o ChooseCompleteViewo ThenclickonExpandAll

ManuallysearchforyourFelxfieldwithintheprovidedlist Whilesearching,yourFelxfieldwillbeginwithFlex PersonalizeitRenderittoTrue(seeEnablingpage60fordetails)

NoPersonalizeCreateAbsencewasfound

NoDescriptiveFlexfield

NotRendered



Nowreturntotheapplication,youllfindtheFlexfieldhavebeenaddedsuccessfully

TheFlexfieldhavebeenaddedsuccessfully



NotifyingtherequestorwithrequeststatusLetssaythat Imanemployee,and Im logging inonselfservice. Ineedtoadd/changeSpecial information(i.e.ConferenceRequest).AfterIperformtherequiredaction,IneedthesystemtonotifymeeitherIvebeenapprovedorrejected.Thereareseveralwaysofdoingthis;oneofthesimplemethodsistoaddtheNotificationsfunctiontothemenuthatthisemployeeisaccessing.Thenotificationfunctionwillenabletheemployeetoseethestatusofhisrequest;evenhehasbeenapprovedorrejectedwithreasoniftheapproverprovidedsuchinformation.

AddingtheNotificationsfunctiontotheemployeesmenu:

GotoSystemAdministratorresponsibility ApplicationPath:Security>Responsibility>Define QueryforSystemAdministrator CopytheMenuNavigatorMenuSystemAdministratorGUI GoApplicationPath:Application>Menu QueryforNavigatorMenuSystemAdministratorGUIintheUserMenuName Youll find the functionunder the WorkflowAdministratorNavigatorMenuwhich isunder Workflow

Administratorsubmenu,soquerythat

FunctionnameisWorkflowAdministratorNotifications Nowgotothemenuthattheemployeeaccessandaddthisfunctiontoit Ifyouloginasanemployee,andclickedonthenewlyaddedfunction,youllseesomethinglikethis Youcanclickonthenotificationfordetails



References1. OracleSelfServiceHumanResources

(SSHR4.2)ImplementationGuideRelease11iMay2003

2. OracleApprovalsManagementImplementationGuideRelease12PartNo.B3162202December2006

3. OracleApprovalsManagementImplementationGuideRelease11iPartNo.B2532401May2006

4. ApprovalsManagementResponsibilitiesandSetupsinAME.BAnOracleWhitePaperMay2007

5. OracleSelfServiceHumanResourcesDeploySelfServiceCapabilityGuideRelease11iPartNo.B1352304November2005

6. OracleAcademySelfServicecoursematerial

1-oracle self service implemetation setps for specific purposes

Documents

step demonstration