using hcm 9.1 delegation with approval framework (awe)

2

Using HCM 9.1 Delegation with Approval Framework (AWE)

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Using HCM 9.1 Delegation with Approval Framework

(AWE)

Jill Schmidig-D’Onofrio and Laurie Thomas

Senior Principal Support Technical Engineers

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Approval Framework (AWE)

2011 Advisor Sessions

Title Date

Approval Framework (AWE) Basics Overview Sept. 7th

Approval Framework (AWE), Configuring to be Site

Specific

Sept. 21st

Approval Framework (AWE) Monitoring and

Administration

Oct. 5th

Approval Framework (AWE) Notification and

Escalation (NEM) Processing

Oct. 19th

Approval Framework (AWE) Email Collaboration

Approvals

Nov. 2nd

Using HCM 9.1 Delegation with Approval Framework

(AWE)

Nov 16th


E-AWE: Approval Framework (AWE) 2011 Advisor Session Series PDF Files (Doc ID 1373026.1)

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AGENDA

• Understanding Delegations

• Delegation Terminology

• Delegation Framework

• Reviewing Delegation Setup

• Manage/Administer Delegation

• Generic Templates

• AWE Transaction Configuration

• Notification And Escalation (NEM)

• Demonstration

• Additional resources

• Q&A


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Understanding Delegation


•Delegation enables a person to authorize another to serve as his or her representative when working with certain transactions.

•Used by various HCM products; this presentation demonstrates specifically Absence Management.

•Can be invoked through Self Service or Administration.

•Integrates with the Approval Framework.

•Uses Email and Worklist notifications to notify Delegators and Proxies of Delegation itself and pending transactions.

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Delegation Terminology

• Delegation: The act of giving one's authority to

another user.

• Delegator: A person that delegates authority to

another user.

• Proxy: A person granted authority to act on behalf of

another user.

• Delegated Authority: The rights and privileges that are

given from the delegator to the proxy.


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Delegation Terminology

• Delegation Request: A request from the delegator to

the proxy to take on delegated authority.

• Delegation Period: The time range in which the

delegated authority is in effect.

• Delegation Administrator: The system administrator

who is responsible for configuring, managing, and

maintaining delegated authorities.

• Revoke: When a delegator withdraws delegated

authority.


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Delegation Framework

The delegation framework supports the following types

of delegations:

• Downward delegation of authority to a direct report or

another person lower down in the reporting hierarchy.

• Upward delegation of authority to a manager or

another person higher up in the reporting hierarchy.

• Lateral delegation of authority to a peer either within

the same division or in a different division within the

reporting hierarchy.


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Delegation Framework

• Proxy cannot delegate authority to another user.

• The Delegation Framework only passes authority over

transactions from initial Delegator to initial Proxy.

• If there is an active delegation in place, the Delegator

must revoke authority to redirect to another Proxy.


Points to Consider

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Reviewing Delegation Setup

• Review workflow transactions.

• Register workflow transactions page

• Review permission lists and roles for delegation.

• PeopleTools Security components

• Define installation settings.

• Delegation Installation settings page

• Review delegation transactions.

• Configure Delegation Transactions page

• AWE Configure Transaction Participants

• A-Delegate R-Delegate

• A-Proxy R-Proxy


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Navigation: Set Up HRMS > Common Definitions > Approvals > Workflow Transactions

Reviewing Workflow Transactions

Details2 tab is where the Approval Process ID is associated with the Transaction Name. *

*In Absence Management, ensure the Aproval Process ID on the Country Take matches the Approval Process ID on Details 2 page for GP_SS_ABS_APPR_L

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TRANSACTION NAME TRANSACTION

TYPE

DESCRIPTION

EP_APPRAISAL Approve Approve Performance Document.

GP_ABS_MGRSS_BAL Initiate Employee Absence Balance

GP_ABS_EESS_HIST Initiate Employee Absence History

GP_ABS_EESS_REQ Initiate Employee Absence Request

GP_ABS_MGRSS_BAL Initiate Manager Absence Balance

GP_ABS_MGRSS_HIST Initiate Manager Absence History

GP_ABS_MGRSS_REQ Initiate Manager Absence Request

Delivered Delegation Workflow Transactions Navigation: Set Up HRMS > Common Definitions > Delegation > Configure Transactions


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TYPE

DESCRIPTION

GP_SS_ABS_APPR_L Approve Manager Absence Approve

HR_EE_INF_MGR Initiate Initiate Employee Information

HR_FULL_PART_CHG Initiate Initiate Change Full/PT Status

HR_LOCATION_CHG Initiate Initiate Change Location

HR_PROMOTION Initiate/Approve Initiate/Approve Promotion

HR_REPORT_CHG Initiate/Approve Initiate/Approve Reporting

Change

HR_RETIRE Initiate Initiate Retire Employee



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TYPE

DESCRIPTION

HR_TERM Initiate Initiate Terminate Employee

HR_TRANSFER Initiate/Approve Initiate/Approve Transfer

JobOffer Approve Approve Job Offer

JobOpening Approve Approve Job Opening

TL_MSS_EE_SRCH_PRD Initiate/Approve Initiate/Approve Promotion

TL_SRCH_APPRV_GRP Approve Approve Payable Time

WCSCompConfirmer Initiate Confirm Compensation Proposals



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TYPE

DESCRIPTION

WCSCompReviewer Initiate Review Compensation Proposals

WCSCompSubmitter Initiate Submit Compensation

Proposals

WCS_ECM_AWE_HOME Approve Compensation Approvals



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PeopleTools > Security > Permissions & Roles > Roles

Set Up HRMS > Common Definitions > Delegation >

Installation Settings

Defining Delegation Installation Settings

Only ONE hierarchy may be selected. This applies to ALL delegation requests across the system regardless of transaction type.


Reviewing Delegation Setup Navigation: SetupHRMS, Common Definitions, Delegation, Configure Transactions

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• 28 delivered Transactions (among various products.

• Each has a unique Role/Permission List.

•Required to perform Initiate/Request or Approve Transaction Type, for each respective Transaction

Permission Lists and Roles for

Delegation

PeopleTools Role Permission List

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Manage/Administer Delegation


Navigation: Self Service, Manage Delegation

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Manage/Administer Delegation


Navigation: Workforce Administration, Self Service Transactions, Approvals and Delegation, Add Delegation Request

Administer Delegation

Administrators can manually create Delegation Request on behalf of Delegator

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Generic Templates

Delivered With HCM 9.1 Delegation


PeopleTools > Workflow > Notification > Generic Templates

Search %Delegation%

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Generic Templates



Template Name Template Description

DelegationAccept Accept Delegation

DelegationReject Reject Delegation

DelegationRequest Delegation Request

DelegationRevoke Revoke Delegation

Manage Delegation Self Service

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Generic Templates



Template Name Template Description

DelegationAdminAdd Admin adds Delegation

requests

DelegationAdminRevoke Admin revokes Delegation

DelegationError Delegation Error

DelegationNotifyAdmin Delegation Notify Admin

Delegation Administration

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Generic Templates



Template Name

Template Description

DelegationBatch

Batch to send email

•HCDL_BATCH program processes all delegation transactions

•HCDL_BATCH activates all future-dated delegation transactions, activates as of today's date

•HCDL_BATCH revokes all delegation requests that have expired as of today's date

•HCDL_BATCH searches for inactive proxies

•For all affected delegation transactions, HCDL_BATCH updates the request status and delegation status as appropriate

•HCDL_BATCH also updates proxy navigation security as needed

•Run the HCDL_BATCH process on a regular bases, ie Nightly

Batch Process

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AWE Transaction Configuration


Enterprise Components > Approvals > Approvals > Transaction Configuration

• A-Delegate is the Approval Delegate Participant

• A-Proxy is the Approval Proxy Participant

• R-Delegate is the Initiate/Request Delegate participant

• R-Proxy is the Initiate/Request Proxy participant Participants

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Notification And Escalation (NEM)

With Proxy


Process Definition, Path Detail

Timeout Options, Use Proxy Checkbox

Transaction Configuration, On Escalation Event, Notification Participant


D E M O N S T R A T I O N

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Creating Delegation


Self Service > Manage Delegation, Create Delegation Request

• Enter Delegation Dates

• Select Delegation Transactions

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Creating Delegation, continued


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Accepting Delegation


Accept the Submitted Delegation Request

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Roles Assigned to Proxy


PeopleTools, Security, User Profiles, Roles

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Using Delegation


Submit the Transaction

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Using Delegation


Pending Transaction for Proxy on behalf of Delegator

HCM Delegation uses AWE Reassign Functionality behind the scenes

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AWE Foundation for Delegation


HCM Delegation uses AWE Reassign Functionality behind the scenes

Reassignment of Approval from the Monitor Approval Page

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Review


• Overview of HCM 9.1 Delegation

• Terminology and Delegation Framework

• Set up of Delegation, Transactions and AWE

• How to find Permission List for specific Transaction Roles

• Manage Delegation, Create, Submit, Revoke

• Delivered Generic Templates for Delegation

• The batch HCDL_BATCH Process

• Delegation in Action

• AWE Foundation for Delegation

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Additional Resources


•Enterprise HRMS Delegation Framework for HCM 9.0 (Doc ID 747751.1)

•PeopleSoft HCM 9.1 Time and Labor AWE and Delegation Red Paper (Doc ID 1299685.1)

•Workflow - Acceptance and Revoking of Delegation Locking the Database. (Doc ID 885964.1)

•When Delegator Sends the Delegation to Proxy and Proxy Accepts the Delegation, There are Multiple Rows Displayed for Same Transaction and Same Delegator. (Doc ID 1339242.1)

•PeopleSoft HCM 9.1 - Understanding Compensation Delegations (Doc ID 1134090.1)

•EAM Proxy not receiving absence request (Doc ID 1348896.1)


THANK YOU

using hcm 9.1 delegation with approval framework (awe)

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