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6

Oracle HCM Cloud Implementation


Workshop for Partners
Release 11

Platform Technology Solutions (PTS)


Oracle Development

Copyright 2016, Oracle and/or its affiliates. All rights reserved.


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.

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Remote Speakers Introduction of PTS HCM Instructors

Shaunine Kinzer Amit Kumar


Product Management Director, Senior Product Manager,
Oracle Application Solutions Oracle Application Solutions

Daniel Uehara Chakradhar Alavalapati


Principal Technology Consultant Product Manager,
Oracle Application Solutions Oracle Application Solutions

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Objectives

After completing the lesson, you should be able to:


Use BPM Worklist to configure approval rules.
Explain these approval options:
Task Aggregation
Notification and Reminder Settings
Rule Sets
Enable Vacation Periods and Vacation Rules.

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HCM Approval Management in Oracle BPM Worklist

You can use the BPM Worklist to:


Manage general administration values.
Define approval conditions and rules.
Create and maintain approval groups.

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Roles and Rights for Approving Tasks

The table describes the actions that can be performed on tasks


by various task approvers:

Role Name Admin Owner Assignee


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
Reassign and Release Yes Yes Yes

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Roles and Rights for Approving Tasks

The table describes the actions that can be performed on tasks


by various task approvers:
Role Name Admin Owner Assignee
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

View Process History, View Sub Yes Yes Yes


Tasks, View Task History
Withdraw Yes Yes No

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Task Aggregation

Controls the number of worklist tasks or notifications the


participant receives for the same requisition.
Has three stages mapped to an approval notification:
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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Assignment and Routing Policy

Allows approvers to modify the


approval list by inserting other approval
or FYI participants.

Allows approvers to update or remove


future participants from the approval
list.

Allows the requester to insert ad hoc


approval or FYI participants.

Allows to decide when to move the Approver claims the task first.
task to Completed status.

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FYI Notifications in BPM

Some of the FYI notifications in BPM are:


AbsenceCatchAllExceptionFYI
ManageOrgServiceExceptionFYI
TimecardApprovalFYI
Configure the Notifications tab to send only one FYI for a
task.

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Notification and Reminder Settings

Notification Settings
Facilitate notifying participants about the change in the status
of any assigned task.
Set up as many notifications based on task status and
message type.

Reminder Settings
Used to send periodic reminders about tasks assigned.
Set to either before expiry or after assignment respectively.

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Modifying Approval Rule- BPM Worklist

1
2

In the SoaLabel box, click


Click the Assignees tab. the diamond icon.

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Rule Sets

Defines a set of rules for each route within an approval setup.


Route approvals to a single approver or to multiple approvers.

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Vacation Rules

Set a vacation period to remove yourself from automatic task


assignment during the dates you specify.

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Setting the Transaction to Automatically Approve

Set the transaction to get automatically approved even when a


newly added participant rejects the transaction.

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Configurations in the Notifications Tab

Use the Notifications tab in the BPM worklist to:


Disable Email notifications for business processes.

Send periodic reminder emails for pending transactions.


Enable reminders to Assignees, but not to requestor.

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Reassigning a Task

From the Actions list, select Reassign.

2 Select Reassign

3
Provide a user or select a user group

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Demonstrations

7-1: Modifying Approval Rules Using the BPM Worklist


7-2: Enabling Vacation Rules and Delegating Approval
Responsibilities

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Quiz
Q
How many approver types can you include in your approval
sequence?
a. 4
b. 6
c. 3
d. Several

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Quiz
Q
You can use Oracle BPM Worklist to:
a. Manage general administration values for all HCM tasks
b. Define approval conditions and rules
c. Create and maintain approval groups
d. All of the above

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Quiz
Q
You can delegate your responsibilities to another person.
a. False
b. True

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Quiz
Q
You can route approvals to a single approver or to multiple
approvers serially, for HCM processes.
a. True
b. False

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Summary

You can use the BPM Worklist to:


Manage general administration values.
Define approval conditions and rules.
Create and maintain approval groups.
Use the Manage Task Configurations for Human Capital
Management and Manage Approval Groups tasks to
navigate to the BPM Worklist.
Set a vacation period to remove yourself from automatic task
assignment during the dates you specify.

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