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ServiceHRV4.2onR12
(AbuDhabiInvestmentCompany)
By:AkramMadkour
ADICOracleSelfServiceHRImplementationSteps
OracleSelfServiceHumanResource
(SSHR4.2)
ADICImplementationSteps
Release12
March2008
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ADICOracleSelfServiceHRImplementationSteps
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
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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
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ADICOracleSelfServiceHRImplementationSteps
OverviewofOracleSelfServiceHRMS
OracleSelfServiceHumanResources(SSHR)extendsthefunctionalityofstandardOracleHRMSbyenablingboth
employeesandmanagerstoparticipateinHumanResourcesmanagementviaawebbrowser.SSHRofferssecure
selfservice business transactions and easytouse functionality driven by Oracles proven web and workflow
technologies. These technologies enable the data, views, stored procedures, validation routines, and Application
Programmatic Interfaces (APIs) used in the standard Oracle Applications to be shared, thus providing seamless
integrationbetweenOracleHRMSandSelfServiceHRMS.
Whoshouldreadthisdocument
This Document target application implementers, it helps them in understanding the main functionalities and
mandatorystepsrequiredforimplementingOracleSSHRaccordingtoyourbusinessneeds.
Prerequisites
Before you can start with the Oracle Self Service for Human Resources implementation, you should be familiar
with navigating both Form Based and WebBased applications. You should have good knowledge of how to use
securityusingtheOracleSystemAdministratorlikeprofileoptions,responsibilities,menus,andmanagingusers.
YoushouldalsohaveaproperinstallationofOracleHRCoreandPayrollonyouinstance.
Applicationscoveredinthisdocument
ThisdocumentcoversmorethanoneOracleEBusinessSuiteapplication.
OracleHRCore
OraclePayroll
OracleSystemAdministrator
OracleSelfServiceHumanResources
OracleApprovalsManagement(AME)
OraclePersonalizationFramework
Wewillnotuseallthefeaturesoftheaboveapplications,onlythefunctionsthatwillhelpusinimplementingthe
ADICselfservicerequirements.
OtherSoftwaresusedforsettingupSSHR
OracleWorkflowBuilder
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ImplementationSteps
MainHumanResourceSelfServiceResponsibilities
WehavetwomainresponsibilitiesthatcontainsalltheHumanResourceSelfServicefunctions
EmployeeSelfServiceContainsEmployeelevelSelfServicefunctions
ManagerSelfServiceContainsManagerlevelSelfServicefunctions
ApplicationPath:SystemAdministrator>Responsibility>Define
Createnewmenusforthesetworesponsibilitiesifrequired,containingtheselfservicefunctionsthat
thecustomerrequired.ApplicationPath:SystemAdministrator>Application>Menu
CopytheseResponsibilitiesandcreatenewthenlinkthemwiththepredefinedmenusorthe
customizedmenusthatyoucreated
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ProfileOptions
ApplicationPath:SystemAdministrator>Applications>Profile
Themainprofilesoptionsthatwewilluseare:
HR:SelfServiceHRLicensed
Yes
HR:SecurityProfile
SelecttheSecurityprofilethatslikedtoyourBusinessGroup
Site
No
No
Yes
No
No
No
No
Stop with an Error
No
No
No
Yes
1000
3
~
Self Registered New User
Default Responsibility
No
Oracle Quality
None
Framework only
No
TheAboveTableDemonstratestheProfileoptionsusedinSelfService(DefaultValues)
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SupervisorHierarchy
Oracle Self Service for Human Resources is a WebBased application; its based on sending and receiving
notifications,approvals,rejectionsandothertypesofmessages.Fornow;wewillusesupervisorapprovallevel,so
wehavetobuildasupervisorhierarchy.Gototheemployeeandassignasupervisorforthispersonthenlinkboth
thesupervisorandthepersonwithausernameandpasswordinOracleSystemAdministrator.
ssemp1
sshs
sshrd
sscfo
UserName
Password
Person
ssemp1
welcome
SelfServiceEmployee1
sshs
welcome
SelfServiceHousingSectionManager
sshrd
welcome
SelfServiceHRDepartmentManager
sscfo
welcome
SelfServiceCFO
Creatingsupervisorhierarchyandemployees
ApplicationPath:HumanResourcesResponsibility>People>EnterandMaintain
o
Enteringemployeedetails
Repeattheabovestepfortherestoftheemployees
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Assigningasupervisortotheemployeeandcreatesupervisorhierarchy
Repeattheabovestepfortherestoftheemployees
Bydoingthis,youarebuildingthesupervisorhierarchy
Incaseyouhavepayrollinstalledonyourinstance,youhavetochooseapayrollforanemployeeintheassignment
windowsoyoucanusetheselfservicefunctionalitiesrelatedtothepayroll.Somepayrollfunctionsthatcouldbe
handledfromtheselfserviceareAbsenceManagementandManagePayrollPayments.
Repeattheabovestepfortherestoftheemployees
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RunRequest
To avoid any problems that could happen to the self service application, problems related to the supervisor
hierarchy,youshouldruntheHRILoadAllSupervisorHierarchiesrequest.Itsnotamandatorystep;itdepends
onyourinstance.
ApplicationPath:HumanResourceResponsibility
OntheMenuBarView>Request>SubmitaNewRequest>SingleRequest
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CommonProblems
IncaseyoudidntlinkthecreatedpersontoausernameandpasswordandtriedtoopenanyoftheSelf
Service functions, an Error Message will appear. This person should also be even a supervisor or an
employeethathasasupervisor.
Errormessagethatcouldgenerate
IncasetheSelfServiceResponsibilitiesdidn'tworkafteralltheabovesetups(Itgaveyoutheaboveerror
again),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)
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TestingSelfServiceseededfunctionalities
Hireanewemployee
LoginwithauseryouvecreatedthathastheManagerselfserviceresponsibility.Thisusermustbeassignedtoa
personwhohasasupervisorbecausethehirefunctionwillsendanotificationtothissupervisorandthesupervisor
willevenreject,approveorperformotherfunctions.
ApplicationPath:ManagerSelfService>Hire
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Fillinrequireddata
Fillinrequireddata
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ThisisthePeopleGroupFF
segmentswevedefinedbefore
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Assigningasupervisortothisnew
Employee
ThisPageistheReviewPage,afteryousubmit
thetransaction,itevengoesforapprovalorthe
dataistransferredtotheHumanresourcestables
directly,itdependsontheapprovalmanagement
andtheworkflowassignedtothisfunction
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Loggingisastheapprovertoseethereceivednotifications
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Thisisthenotificationreceivedfromthepersonwho
requestingtohireanemployee
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RequestDetails
TheManagerissupposedtoapprove,reject
Note:ifthispersonhasasupervisor,onceheapprovesthat
requestwillgotohissupervisoruntiltherearenomore
supervisors;inthecasedatawillbetransferredtotheHRTables
Oncethedataisapprovedfromthetopmostsupervisor,thedatawillbetransferredtotheHRtables.
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UsingSpecialInformationTypesinOracleSelfService
If the customer requested functionalities or forms that are not seeded in the application, you can make any
customizedformasaSIT(SpecialInformationType).Incasethiscustomizedformhastobeapproved;youhaveto
makesomecustomizationontheOracleWorkflowbuilderandwiththeOracleApprovalManagement(AME).
OverviewofApprovals
Approvals processes enable you to decide whether transactions carried out by SSHR users need approval before
theyaresubmittedtotheHRtables.Youcandefinedifferentapprovalrequirementsfordifferenttransactionsand
vary the approval requirements as required. For example, you can configure the workflow processes so that the
AddresspartofPersonalInformationrequiresapprovalbutthePhoneNumberspartdoesnot.Alternatively,you
canvarytheApprovalsrequirementsbyresponsibilitysothatrecordschangedbyemployeeswouldneedapproval
butrecordschangedbymanagerswouldnot.AllapprovalsmechanismsusedinSSHRfollowthebasicapprovals
loop shown below. The logic checks whether the current approver is the final approver in the hierarchy. If the
current approver is not the final approver, the application fetches the next approver who then receives the
approvalnotification.Thenextapprovercaneitherrejectthetransaction,approvethetransaction,orreturnthe
transactionforcorrection.
ApprovalsProcess
ApprovalswithCorrectionV4.0isthe default behaviorformodulesin SSHR 4.0andabove.Within theapprovals
process,theapplicationusesrulestogeneratealistofapproversfortheSSHRtransaction.Thewayinwhichthelist
isgenerateddependsontheapprovalsmechanismyouareusing(seeApprovalsMechanismsinSSHR).Thedefault
approvalsprocessalsoincludesdynamicapprovalsasstandard.Thedynamicapprovalsfunctionalityworksintwo
parts.Onepartistheselfserviceuserinterfacewhichenablestheinitiatingmanagertoaddadditionalapprovers
and/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 Approvals
Management (AME) or a customizable PL/SQL package. The dynamic approval workflow process then sends
notificationstoapproversand/ornotificationrecipientsbasedontheapproverlist.
ConfiguringApprovalsintheWorkflowBuilder
Ifrequired,youcanconfigurethepredefinedapprovalsprocessesintheWorkflowBuilder.Yousetupthe
approvalsprocessusingworkflowattributes.
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.
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4. Makeacopyoftheprocessandanyaffectedsubprocesses.Forexample,ifyouaremodifyingtheapprovals
fortheProcessPersonalInformationV4.0process,youwouldhavetocopytheProcessPersonal
InformationV4.0process,andtherelatedsubprocesses,forexample,theProcessBasicDetailssubprocess.
5. SelecttheReviewPageV4.0activityforyourprocess/subprocessandsettheApprovalRequiredworkflow
attribute(HR_APPROVAL_REQ_FLAG)toYES.Thisactivatesapprovalforyourprocess/subprocess.
6. Decidehowaprocessshouldpassthroughtheentireapprovalchain,inotherwords,howmanylevelsof
approvalarerequired.SettheapprovallevelusingtheApprovalLevelattribute
(HR_DYNAMIC_APPROVAL_LEVEL).AddanapprovallevelvaluetotheDefaultValuefield.Avalueof1for
examplewillpass
theapprovalonelevelupthesupervisorchain.
7. Saveyourwork.
Note: The default number of level is 0, meaning that the number of levels is unlimited.
ReviewandConfirm:
MostfunctionsdisplaytheReviewandConfirmpages.TheReviewpagedisplaysacorrespondingregionforeach
Webpagesectionthatyouhaveupdatedaspartoftheprecedingtransaction.Insideeachregionisalistofcurrent
databaseandproposedtransactiondata.Ifyouhaveconfiguredapprovals,youcanenterapprovalscommentsin
thispage.IfyouhaveenabledtheDynamicApprovalsfunction,theusercanseethedefaultapprovalchainandadd
furtherapproversandnotifiers.WhentheuserchoosestheSubmitbuttonfromtheReviewpage,thetransactionis
committedtotheHumanResourcessystemorsentforapproval.TheConfirmpageisthendisplayed.TheConfirm
page contains a confirmation message describing the status of the transaction. The user can print a copy of the
submitted transaction for their records if required. You can set up the approval properties for a process by
changingtheactivitylevelattributesfortheReviewworkflowfunctions.
HR_DYNAMIC_APPROVAL_LEVEL:
Thisattributeisusedtospecifythenumberoflevelstowhichthistransactionneedstobeforwardedforapproval
in the approval hierarchy. For example, if the value is 1, the transaction is submitted for approval to one level
higher than the initiating person. When the transaction has been approved, it is committed to the HRMS
application. By default, this attribute reads the approval level from the APPROVAL_LEVEL (Approval Level) item
level attribute. If you specify a value for the item level attribute, you can control the approval level for all the
processes. If you specify a value for the HR_DYNAMIC_APPROVAL_LEVEL attribute, it overrides the item level
attributefortheprocessforwhichyouhavespecifiedthevalue.
HR_APPROVAL_REQUIRED_FLAG:
Thisattributeisusedtospecifywhetherthecurrenttransactionrequiresanapproval.Thevalidvaluesare:
No:theprocessdoesnotrequireapproval
Yes:theprocessrequiresapprovalbutthedynamicapprovaluserinterfacewillnotbeshowninthereview
page.Thismeansthattheinitiatorcannotaddadditionalapproversornotifiers.
YesDynamicApproval:theprocessrequiresapprovalandthedynamicapprovaluserinterfacewillbe
showninthereviewpage.Theinitiatorcanaddadditionalapproversandnotifiers.
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ConfirmInstructionApplicationShortName
Inadditiontothestandardconfirmationmessageshownintheconfirmationpage,youcanalsoconfiguremessages
that are specific to the process. You can specify one for a scenario for which approval is required and one for a
scenario for which no approval is required. Processes can be set to either Approval Required or Approval Not
Required, but not both, using the HR_APPROVAL_REQUIRED_FLAG. For example, you can define a message for
ConfirmSaveInstructionNameandConfirmSendforApprovalInstructionName.Youregisterthismessageunder
yourcustomapplication.
ConfirmSendforApprovalInstructionName
Thetextassociatedwiththismessagenameisdisplayedintheconfirmationpageimmediatelyafterthestandard
confirmationmessage.Thistextisonlydisplayedwhentheprocessdoesnotrequireapproval.Thetextassociated
with this message name is displayed in the confirmation page immediately after the standard confirmation
message.Thistextisonlydisplayedwhentheprocessrequiresapproval.
ApprovalsMechanismsinSSHR
SSHR4.1usestheOracleApprovalsManagement(AME)applicationtodefineandmanageapprovallogic.Formore
informationonAME,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,youcanalsolinkanyexistingcustom
functionsthatyoumayhavebasedonearlierversion4functionstoAME.
Note: You cannot link SSHR version 3 functions such as Appraisals, Apply for a Job, Succession Planning,
or Suitability Matching, to AME.
OracleApprovalsManagement(AME)
Oracle Approvals Management (AME) is a webbased application which is integrated with Oracle Workflow and
whichenablesyoutodefinebusinessrulestocontrolyourapprovalsprocesses.WithAME,youusethefollowing
components to define your approvals processes. They are associated with a transaction type for a particular
application.
Attributethisisabusinessvariable,forexample,asalaryamount,userID,orworkflowprocessname
Conditionaconditioncomparesanattributevaluewithasetofallowedattributevalues.Forexample,a
conditioncouldlookatasalaryamount.Ifthesalaryisgreaterthanaspecifiedvalue,aparticularapprover
listiscreated
Approval type and approval specifications these components define the type of approver list that is
generated. For example, to generate a supervisorbased approver list with 5 levels, you use the
supervisory level approval type with the requires approval up to the first 5 approvers approval
specification.
Rulesarulelinkstheothercomponentstogetherbyassociatingoneormoreconditionswiththeapproval
typeandapprovalrule.
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DefaultUseofAMEConfigurationinSSHR
OracleSSHRdeliversAMEconfigurationwhichhasbeendesignedtoemulatefunctionalitydeliveredinthePL/SQL
package.ThedefaultbehavioristouseasupervisorbasedapprovalshierarchywhichisnowdeliveredusingAME
rules.
ThedefaultAMEconfigurationconsistsof:
AsingleAMEtransactiontypeSSHRMSwith
AsingleconditionWORKFLOW_PROCESS_NAME
Asinglerulewhichrequiresapprovalstothetopoftheapprovalhierarchyorto10levelsabovethe
initiator,whichevercomesfirst. ThisisbasedonthestandardAMEapprovaltypechainsofauthority
basedonnumberofsupervisorylevels
ConfiguringSSHRApprovalLevelsinAME
Tomeetyourbusinessneeds,youmayaddadditionalrules,conditions,orattributeswithinthedeliveredSSHRMS
transactiontype,oryoucandefineacustomtransactiontype.Itisrelativelyeasytomakeminorchangestothe
deliveredAMEconfigurationandsomeexamplesareprovidedbelow.
TodefineadifferentapprovallevelforallSSHRworkflowprocesses:
For example, to specify two approval levels: The approval level is currently defined in the rule SSHR Rule for at
most 10 approvers in Supervisor chain. You would edit this default rule and change the approval level for the
supervisorylevelapprovaltypetorequiresapprovaluptothefirsttwosuperiorsatmost.
Todefineadifferentapprovallevelforaspecificworkflowprocess:
FirstyoucreateanewconditionwiththeattributeWORKFLOW_PROCESS_NAMEandentertheworkflow
processeswhichwillhavethedifferentapprovallevelastheattributevalues.
Thenyoucreateanewrule,forexample,2approversinsupervisorchain.
o Usethesupervisorylevelapprovaltypewiththerequiresapprovaluptothefirsttwosuperiors
atmostapproval
o Finally,attachyournewconditiontotherule.
Todefineanewapprovallevel(ifthedeliveredapprovalsdonotmeetyourrequirements):
Youcreateanewapproval(forexample,requiresapprovaluptothefirst15superiorsatmost)inthe
supervisorylevelapprovaltype.
Todefineaparticularuserasthefinalapprover,orfinalauthority(eveniftheyarenotthelastpersoninthe
approvalchain):
YoucreateaListModificationConditionandspecifyauser,forexample,amanager,asthefinalapprover
Youwouldaddthislistmodificationconditiontoyourrulessothattheapprovalchainwouldstopatthis
specifiedapprover.Alternatively,youcouldcreateanewrule,addtheapprovaltypeforfinalapproverand
addtheWORKFLOW_PROCESS_NAMEconditionsothatthisfinalapproverrulewouldapplytoselected
processes
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ConfiguringSSHRFunctionstoUseOracleApprovalsManagement(AME)
Any custom functions you created prior to release 4.1 will use the customizable PL/SQL package as the default
approvals mechanism. However, you can modify any custom SSHR 4.0 functions to point to AME by adding two
new function parameters. You define the additional parameters in the Form Functions window.
You should also check the workflow attributes for your workflow process using the Workflow Builder. The AME
rules and conditions always override any other workflow attribute settings that apply to approvals, for example,
the attribute settings for the Review activity. If the Approvals Required workflow attribute is set to Yes for a
workflowprocessbutAMEdoesnotreturnanyapprovers,theprocesscompleteswithoutrequiringapproval.Asa
generalsetuprecommendation,youshouldsetupprocessesthatcurrentlydonotrequireapprovalasfollows:
SettheApprovalsRequiredworkflowattributetoYes
ConfigureAMEsothatnoapproversarereturned
Note: If you subsequently need to add approvals to your process, you can simply use a different AME
condition.
TolinkyourfunctiontoAMEintheFormFunctionswindow(required)
1. Queryyourfunction
2. NavigatetotheFormtabbedregion
3. AddthefollowingparameterinformationtotheParametersfieldforyourfunction
pAMETranType=SSHRMS
pAMEAppId=800
4. Saveyourwork
ToaddyourcustomworkflowprocesstothelistofvaluesfortheconditionattributefortheSSHRMSAME
transactiontype(requiredifusingthedeliveredSSHRtransactiontype):
1. LogontoOracleApprovalsManagement
Note:YouneedtouseoneofthefollowingAMEresponsibilities:
AMEApplicationAdministrator
AMEGeneralBusinessUser
AMELimitedBusinessUser
2. SelecttheSSHRMStransactiontype
3. SelecttheConditionstabandclickontheWORKFLOW_PROCESS_NAMEcondition
4. ChoosetheAddTextValuebuttonandenterthenameofyournewworkflowprocessasanattributevalue
5. Saveyourwork
TosettheApprovalsRequiredattributeintheWorkflowBuilder
1. DisplayyourfunctionintheWorkflowBuilder.
2. DisplaytheattributesfortheReviewfunction.
3. SettheApprovalsRequiredattributetoYesorYesDynamicApprovals.
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Changingtheapprovalflagusingworkflowbuilder
Now,weneedtomakesomecustomizationontheSITworkflow.Theseededworkflowdoesnotsupportsupervisor
approval,sowehavetomakeanotherworkflow(acopyoftheoriginal)thatsupportsapproval.Firstwemust
installOracleWorkflowbuilderoncomputer(Note:Workflowbuilderdoesntcomeasastandalonesoftware,it
comeswiththeOracleClientInstallation)andputintheTNSNAMEStoaccessworkflowsfromthedatabase.
SystemPathforTNSNAMESwillbesomethinglikethis:C:\OraHome\network\ADMIN\tnsnames.ora(It
dependsonhowwhoveinstalledthedatabaseclient)
Putinthetnsnames.orasomethinglikethis:(accordingtothedatabaseinstallation)
prod=(DESCRIPTION=
(
ADDRESS=(PROTOCOL=tcp)(HOST=abcs.xyz.local)(PORT=1529)
)
(
CONNECT_DATA=(SID=PROD)
)
)
ContacttheDBAandaskfor
TNSNAMESdetailsforyourinstance
AfterinstallingtheWorkflowbuilder,followthesesteps:
1. WemustknowtheProcessName(WorkflowName)thatyouneedtomakeacopyof.Todothis,youhave
toknowthenameofthemenulikedtoyourresponsibility,andfromthemenugotothefunctionyouwant
(SpecialInformationType)thentotheFormTab,youllfindyourworkflowthereunderParameters.
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pAMETranType=SSHRMS&pAMEAppId=800&pProcessName=HR_SIT_JSP_PRC&pItemType=HRSSA&pCalledFrom=H
R_SIT_SS&pPersonID=&pFromMenu=Y
WorkflowNamethatyoulluseinworkflowbuilder
Theworkflownameshouldendwith"_JSP_PRC"(theonethatwillbeduplicated)
2. Afterknowingtheprocessname(workflowname),wewillopentheworkflowbuilderandsearchforthe
SpecialInformationprocesssowecouldmodifytheapprovalmethod
Note:DONOTmodifyanypredefinedprocess;insteadCOPYthedesiredprocessandpasteitwithdifferent
name(giveit_XXattheendforexample)dothesamewithalltheseededprocess.
Connectionaccordingtotheinstance
SelectHR thenPressOK
Presssearchandsearchfortheprocessname,makesurethat
youvecheckedtheDisplayName,InternalNameandAll
Objectsthenpresssearch.Itwillthentakeyoutotheprocess
thatyouhavetoCOPY
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3. Followthestepsinthebelowscreenshotsformodificationdetails
TheInternalNameisVERYIMPORTANT.Itis
thenlinkedtotheFUNCTIONintheapplication
Copyandpasteanexistingprocess
Removestheexistingsubprocessandreplaced
themwithnew(copied)supprocessesandrelink
themagainwithsamevalues
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DoubleclickontheREVIEWthengotothe
"NodeAttributes"tab
ThenchangetheHR_APPROVAL_REQ_FLAGtoYesDynamic
Saveyoursettings
WorkflowSetupisDONE
NowwearedonewiththeOracleWorkflowbuilder.Asyoucansee,wevemadeallthesestepsto:
a. CreateanewInternalName.Wewillusethisinlinkingbetweenthenewworkflow(process)and
theapplication
b. ModifytheHR_APPROVAL_REQ_FLAGfromNotoYesDynamic
Wedontneedtheworkflowbuilderinanythingelse.
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Createanewfunctionandlinkwithnewworkflow
1. 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=H
R_SIT_SS&pPersonID=&pFromMenu=Y
After:
pAMETranType=SSHRMS&pAMEAppId=800&pProcessName=HR_SIT_JSP_PRC_XX&pItemType=HRSSA&pCalledFro
m=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
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Linkthenewfunctionwiththemenu
AftercreatingthefunctionandlinkingitwiththenewlycreatedWorkflowprocess,wehavetolinkthisfunctionto
theselfservicemenuweareusing.
1. Gotothedesiredmenu
2. Addthenewfunctionyouvejustcreated
3. Saveyoursettings
IMPORTANT:Thesetupisnotdoneyet,ifyoutriedtologinwiththeuserandthenopenthefunction,the
systemwillgiveyouanerror.Youhavetoaddthecustomfunctionto"GlobalSelfServiceFunctionsCustom"
menuandsetuptheapprovalprocessintheAME(OracleApprovalManagement).Thisiscoveredbydetailsinthe
comingpages.
Logginginwithoneoftheemployees
Usernameandpassword
Navigationtothecustomized
SpecialInformationTypesfunctionthatis
linkedwiththecustomizedworkflow
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.
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Addthecustomfunctionto"GlobalSelfServiceFunctionsCustom"menu
Forcustomfunctionsthathasbeencreatedasacopyofaseededfunction,wehavetoaddthesamefunctionto
theGlobalSelfServiceFunctionCustommenu.Ifwedidntmakethisstem,thefollowingerroronlaunchingthe
functionwillappear.
Error:
"Theselectedactionisnotavailable.Thecausemayberelatedtosecurity.Contactyoursystemadministratorto
verifyyourpermissionlevelforthisaction."
CustomfunctionwasnotaddedtoGlobalSelfServiceFunctionsCustommenu.AllSSHRcustomfunctionsneedto
beaddedintothismenu.
Thefollowingstepsmustbepreformed:
1. Addthecustomfunctionto"GlobalSelfServiceFunctionsCustom"menu.
ApplicationPath:SystemAdministrator>Application>Menu
QueryforGlobalSelfServiceFunctionsCustomintheUserMenuName
Addthecustomfunction
2. Restartwebserver(PerformStepaorb)
a. UsingFunctionalAdministratorresponsibility
i. GototheCoreServices"TAB"
ii. CachingFramework
iii. "Tuning"ontheleftsidebar
iv. SelectintheApplicationNames"ApplicationObjectLibrary"
v. Pressthe"Go"button
vi. Selectallthecaches(next10,next10,next10,)
vii. Pressthe"ClearCache"button
b. RestartApache
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LinkthenewprocessusingOracleApprovalManagement
Afterperformingtheprevioussteps,youhavetotellthesystemthatoncetheuserclicksonthecustomizedSIT
function(theonewecreatedpage28)thetransactionhastogoforapproval.Ifthisstepisntdone,thesystem
willgenerateanerror,sowehavetosetupOracleApprovalManagementtocreatethiscondition.
SettingupOracleApprovalManagement(AME)
SettingupResponsibilities
ThissectiongivesastepbystepillustrationofaddingthetwoAMEresponsibilitiestotheuser.
1. LoginasSYSADMINuser.
2. CreateaNewuseraccountandgiveanappropriateeffectivedate.DoNOTaddanyresponsibility
3. Savetherecord
4. SwitchtheresponsibilitytoUserManagementandNavigatetotheUsersfunction
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5. Queryforthenewlycreateduser
6. Clickontheupdateactionfromtheresulttable
7. IntheUpdateUserpage,clickontheAssignRolesbutton
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8. Inthesearchwindow,queryforApproval%
9. Followingsevenroleswillbedisplayed(theymaybelessthanseven)
10. Selectallsevenroles
11. AfterselectingtheRoles,providetheJustificationfortheroleandtheeffectivedate
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12. Pressapply
13. Aftercompletingtheaction,youcanquerybackthesameuserandcanverifythelistofrolesbeing
attachedtotheuserbypressingupdateagain
14. NowswitchtheresponsibilitytoFunctionalAdministrator
15. Clickoncreategrantsunderthegrantssubtab
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16.
17.
18.
19.
EnteraGrantNameandprovideaneffectivedate
NavigatetotheSecurityContextregionandselecttheGranteeTypeasSpecificUser
IntheGranteefieldselectthenewlycreatedUser
IntheDataSecurityregionselectAMETransactionTypesastheObject
Makeittodaysdate;dontchangeitbecauseitmay
giveanerrorattheendofsetup
20. ClickingNextwilltakeyoutotheSelectObjectDataContextpage
21. YouhaveadefaultvalueofAllRowsintheDataContextType,leaveitasitis,andnavigatefurther
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22. IntheDefineObjectParameterandSelectSetpage,enterAMECallingApplicationsasthevalueinthe
Setfield
23. ClickNext
24. Now you are in the Review page, then click finish
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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
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UsingAMEtocreaterules
After setting up the Oracle Approval Management (AME), now we can link between the customized workflow
wevecreatedintheworkflowbuilderandarule.Weneedtomakearulethatwillenablesupervisorapprovalafter
theusersubmitstheSIT.
Todothis,gettheworkflowname(processname)oftheSITfunctionandputitinthe
WORKFLOW_PROCESS_NAMEattribute,thenlinkthisattributetoaconditionandthisconditionisthenlinkedtoa
rule.Aftertheruleistriggeredanactionwillbetaken,thisactiontellsthesystemtotakethistransactionfor
supervisorapprovalorperformotheractions.
Stepsofdoingso:
1. LoginwithauserthathasAMEresponsibilities(ame_admin)
2. GotoApprovalsManagementBusinessAnalystresponsibility
3. TypeinOracleSelfServiceHumanResourcesinSelectTransactionType
4. ClickonConditions
5. CreateaNewcondition(press"Create")
6. Intheattributesearchfor"WORKFLOW_PROCESS_NAME"
7. TypeinthenameofyourWorkflow
(TakeitfromtheWorkflowBuilderTheoneyoujustcreated)
8. PressApply
9. Nowgotothe"Rules"tab
10. Createanewrule
11. EnterRuleDetails
12. Pressnext
13. Addacondition
(Bythisyou'relinkingtheworkflowintheWFbuilderwiththeapplication)
14. SelecttheconditionyoujustcreatedandpressContinue
15. PressNext
16. NowYou'lladdanACTION
(Whatwillhappenifthisrulehappensoriftheworkflowistriggered)
17. PressNextthenFinish
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Datecantbeinthepast
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AMESetupisDONE
Note:AMEcomeswithmanypredefinedactiontypesandactionsforthem.Thepredefinedactiontypescurrently
supportthreetypesofapprovers:HRemployees(intheHRsupervisoryhierarchy),HRpositions(intheHRposition
hierarchy),andOracleApplications(FND)users.ThepredefinedactiontypesascendtheHRhierarchiesinmany
differentways.
Preparing to use the Job-Level approval types
Ifyourorganizationplanstouseoneofthejoblevelactiontypes,itmustfirst assignajobleveltoeachjobdefinedin
HRMS(thatis,itmustfirstpopulatethe approval_authoritycolumnoftheHRMStableper_jobs).Yourorganization
shouldalsohaveabusinessprocessformaintainingjoblevels.
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TestingApprovalsofthecustomizedSpecialInformationTypes
Okay,weredonewithsettingupandimplementingapprovalsforthecustomizedSITfunctionwevecreated;now
itstimetotestourapprovalprocess.
1. Loginasanemployee(theonethatwecreatedinpage8)
2. GototheEmployeeSelfServiceResponsibility
3. Aswecansee,wenowhavetwoSpecialInformationTypesfunction
a. SpecialInformation(PredefinedFunctionDoesnot
supportapproval)
b. CustomizedForms(Acopyfromtheoriginalfunctionbut
withdifferentparametersApprovaluptotheFirstLevel)
NoApproval
Approval
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4. Wewillusethefunctionthatwecustomizedtocheckfortheapprovalthatwemade
FillinthedetailsthenpressApply
Thisisthenewdata,nowpressNext
togototheReviewpage
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ThisReviewpage
PressSubmitsothedatacouldbeforapproval
Now,therequesthasbeensenttothedirectapprover
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Logginginastheapprovertoseetherequest
ShortCut
Notification/Request
Seenextpage
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Notification/Request
AfterApprovingthetransaction,itwillautomaticallygofromyouactionlist(previously
therewasonlyoneactionthatweveapproved,sonowtheresnoavailableactions)
NowthedatahasbeentransferredtotheHRtables
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5. LogintotheFormBasedapplicationandcheckthattherequesteddatahasbeentransferredtotheHR
tablesafterbeingapproved
Therequesteddatahasbeentransferredtothe
HRTablesafterapproval
Incasethedatahasntbeentransferredyet
Runrequest:WorkflowBackgroundProcess
FromSystemAdministrator
ApprovalsforSITsisDONE
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WebPagePersonalization
Whatdoyoudoincaseyouneedtorenameoneofthesegmentsinawebpage,ifyouneedtoaddadescriptive
FlexFieldthatisavailableintheformbasedapplicationbutdoesntappearinyourwebpagelayout,ifyouneedto
hidesomesegmentsandshowothers?
All the above requirements and more could be handled using the Oracle Personalization Framework. Its also
knownaswebpagelayoutcustomization.Thisisnotamoduleoraresponsibilitythatyoucanaddtoyouruser,its
actuallyframeworkthatislinkedtoyouruseraftersettingitup.Itprovidesyouwithadditionallinksonyourweb
pagethatwillhelpyouinthepersonalisationprocess.
PersonalizationFramework
Enablesconfigurationofselfservicewebpagestomeetbusinessrequirements.
Easypointandclickaccesstoconfigurationoptions.
Allowsconfigurationsatdifferentlevels:
Developersdefineconfigurationsatthelocalizationlevel
Administratorsdefineconfigurationsatsite,responsibilityandfunctionlevels
SSHRuserscandefineconfigurationsatuserandportletlevels
ConfigurationOptionswithinthePersonalizationFramework
BasicColumnProperties
Displayorhidecolumns
Changedisplayorderofcolumns
Changeflexsettings
AdvancedSettings
Changeprompts
Specifyrequiredand/orupdateableflags
Specifyadefaultvalue
Changetiptype
Changetipmessagename
Createitems
AddingUserInstructions
AdditionalOptionsforTabularRegions
SortSettings
Specifysortcolumns(upto3)
Specifysortorder(Ascending,Descending)
QueryConditions
Specifycolumnname,condition,value
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SettingUpOraclePersonalizationFramework
ProfileOptionsforPersonalizationFramework(ONUSERLEVEL)
ApplicationPath:SystemAdministrator>Responsibility>Define
1) PersonalizeSelfServiceDefn
Yes
SettoYesorNoattheuserorresponsibilitylevel
DisplaysPersonalizePagelinksonwebpages
DefaultisNo
Thesearethelinksthatwillappearafterapplyingthe1stprofileoption
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2) FND:PersonalizationRegionLinkEnabled
Yes
SettoYesorNoatSite,Application,Responsibility,User
DisplaysPersonalizeRegionlinksinwebpageregions
DefaultisNo
Thesearethelinksthatwillappearafterapplyingthe2ndprofileoption
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3) DisableSelfServicePersonal
No(AtSiteLevel)
SettoYesorNoatthesite,application,oruserlevel
IfsettoYes,anyconfigurationsaresuppressedregardlessoflevel
Usefulwhendebugging
DefaultisNo
Loginwiththeuserthatyouvelinkedtheaboveprofileoptionstoandyoullfindthepersonalizationlinksadded
automaticallytohiswebpages.
Ifyouhaveanyproblemslikethepersonalizationlinksdidntappearaftersettinguptheaboveprofile
optionsthanyoumayhavetoClearCache
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
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PersonalizationfortheSpecialInformationTypes
As per the customers requirements, not all the Special Information Types should appear in the Self Service web
application.Bydefault,anySITyouaddtoyourbusinessgroupintheformbasedapplicationwillbeaddedtothe
selfservicewebbasedapplicationaswell,sowehavetomakesomepersonalizationonthewebbasedSIT.Byusing
theOracleFrameworkPersonalizationfeatureswecanshowonlytheSITsthatwewant,alsowecanshowspecific
segmentswithineachSIT.
SelfServiceSITbeforepersonalization
SelfServiceSITAfterpersonalization
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Hereshowtodoit:
1. TaketheparametersoftheSITsyouwanttoappearinselfservice
ApplicationPath:SystemAdministrator>Application>Flexfield>Key>Segments
QueryFlexfieldTitle:PersonalAnalysisFlexfield
WeonlyneedThreeSITstoappearintheselfservice
o RequestforCertificate/Letter(withallthesegmentswithin)
o ConferenceRequest(withonlythefirst11segmentswithin)
o MedicalReimbursementClaim(withonlythefirst6segmentswithin)
Takeall
segments
Take11
segments
Take6
segments
2. Totellthesystemthatweonlyneedtheaboverequirements,wehavetowriteitinaspecificformat,the
formatisdescribedasfollows:
CodeName(ex:RequestforCertificate/Letter)
Followedby:|
ThenSegmentName(ex:Designation,TypeofLetterRequred,)
Separatewith||incaseyouneedtoaddanotherCode(SIT)
Youmustwrite||attheend
Donotleavespacesbetweentheseparators|or||andthesegmentname
Doublepipesseparatingonestructurefromanotherandsinglepipesseparatingsegments.
ItiscasesensitivesoneedstomatchwhatisintheFelxFieldsetupexactly
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Fortheaboveexample,theformatshouldbeasfollows
RequestforCertificate/Letter|Designation|TypeofLetterRequred|SalaryInformation|Language|Passport
Number|Purpose|BankName&Address|AccountNumber|PayrollApproval/Comment|EmbassyName|Other
Details(1)|OtherDetails(2)|OtherDetails(3)|OtherDetails(4)|OtherDetails(5)||ConferenceRequest|Description
ofConference|ExpextedJobBenefits|ProgramTitle|NumberofDays|ProgramFee|Location|Travel
Sector|Organizer|Accommodationprovidedbyhost|Ticketprovidedbyhost|Remarks||MedicalReimbursement
Claim|TreatementDate|NameofHospital/Clinic|InvoiceNo.|DescriptionofServices|Amount|Remarks||
Thiswillbecopiedandpastedinpersonalization
3. Loginwiththeuserthatcanperformpersonalization(theonethathastheadditionallinksinhiswebpages)
4. Gotothewebpagethatyouneedtopersonalize(forthiscasewellgotothecustomizedSITfunction)
5. AfteropeningtheSIT,clickonthePersonalize"SpecialInformationTypelink
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6. IntheSearch,selectFlexintheStylethenpressGo
7. IntheresultyoullfindFlex:KeyFlexforSit,clickpersonalizeforthat
8. Nowcomestheinterestingpart,wewillcopythecodeinpage55andpasteitintheSegmentListinstead
ofInheritintherequiredlevel(Imadeitontheresponsibilitylevel)
9. PressShowtomakesurethatyourvaluesareintheResult
Pastecode
here
10. PresstheApplybutton
11. NowgetbacktoyourSIT,youllfindonlythedatayouverequest(seepage53forscreenshot)
PersonalizationfortheSITsDONE
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EnablingaDescriptiveFlexFieldinawebpage
Howtoadd/showaDescriptiveFlexfieldthatappearsintheJavaFormsbutnotintheWebBasedApplication?
WhatwewilldoissomepersonalizationintheWebBasedFunctions.
PersonalizingthewebpageisVERYEASYbutyoufirsthavetomakesomesetup
1. SettingUpOraclePersonalizationFramework(seepage50to52)
2. Theusershouldbeasystemadministrator
Wewilladd(personalize)aDescriptiveFlexfieldthatappearsintheJavaFormsbutdoesn'tappearinthe
equivalentWebBasedFunction(InSelfService)
First,aftercompletingtheSelfServicesetupproperly,andafteraddingtheEmployeeSelfService
Responsibilitytotheuser,you'llopenit
ChoosingtheSelfServiceResponsibility
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Searchforthefunctionyouneedtoworkon
We'llpersonalizethe"WorkPreferences"Function
(Becauseitdoesn'tincludethedescriptiveFFasintheJavaFormequivalentfunction,soweneedto
personalizeittoADDthismissingDFF)
Note:TheWorkpreferenceFunctionintheJavaFormscanbeaccessedfromthefollowingpath
ApplicationPath:HumanResourcesResponsibility>People>EnterandMaintain
SearchforanyEmployeethen:Others(Button)>WorkPreferences
Whenyouopenit,you'llfindthatitcontainsadescriptiveFlexfieldthatwealreadydefineditssegmentsbefore.
WorkPreferencesselfservicefunction
WorkPreferencesSelfServiceFunction
Before
NoDescriptiveFlexfieldfound,its
notenabled(rendered)
After
DescriptiveFlexfieldis
enabled(rendered)
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Toenable(render)theDFF,wellgotoPersonalizeWorkPreferences
Bydoingthis,youarepersonalizingthecurrentfunction
ChooseFlexfromStylethenpressgo
Clickonthepentopersonalize
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ValuesBefore
IntheRenderChooseTrueinsteadofInherit
IntheSegmentListChoosethesegmentsyouwant(seepage5456)orleaveblankforallsegmentsto
appear
PressApply
ValuesAfter
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TheDescriptiveFelxfieldisnowdisplayed
ClickonReturntoPersonalizationStructureorReturnToApplication
TheDescriptiveFelxfieldisnowdisplayed
EnablingaDFF is DONE
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CommonProblems
IncaseyoucouldntfindthecorrectpersonalizationlinkwhichincludestheFlexfieldyouresearchingfor,orincase
you didnt find the Flexfield while searching for it, first make sure that you are on the correct webpage that is
requiredtobepersonalized.IfyoustillcouldntfindthecorrectpersonalizationlinkorthedesiredFlexfieldwhile
searching,thenperformthefollowingsteps.
Forexample,intheAbsenceManagementselfservicefunction,weneedtoaddthedescriptiveFlexfieldrelated
toit,sowewillgotothecorrectwebpagewhichis:
ApplicationPath:EmployeeSelfService>AbsenceManagement>CreateAbsence
NoPersonalizeCreateAbsencewasfound
NoDescriptiveFlexfield
ClickonthePersonalizePageonthetoprightofthepageinstead
Afterthepersonalizationpageisdisplayeddothefollowing
o ChooseCompleteView
o ThenclickonExpandAll
ManuallysearchforyourFelxfieldwithintheprovidedlist
Whilesearching,yourFelxfieldwillbeginwithFlex
PersonalizeitRenderittoTrue(seeEnablingpage60fordetails)
NotRendered
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Nowreturntotheapplication,youllfindtheFlexfieldhavebeenaddedsuccessfully
TheFlexfieldhavebeenaddedsuccessfully
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Notifyingtherequestorwithrequeststatus
LetssaythatImanemployee,andImlogginginonselfservice.Ineedtoadd/changeSpecialinformation(i.e.
ConferenceRequest).AfterIperformtherequiredaction,IneedthesystemtonotifymeeitherIvebeenapproved
orrejected.Thereareseveralwaysofdoingthis;oneofthesimplemethodsistoaddtheNotificationsfunction
tothemenuthatthisemployeeisaccessing.Thenotificationfunctionwillenabletheemployeetoseethestatusof
hisrequest;evenhehasbeenapprovedorrejectedwithreasoniftheapproverprovidedsuchinformation.
AddingtheNotificationsfunctiontotheemployeesmenu:
GotoSystemAdministratorresponsibility
ApplicationPath:Security>Responsibility>Define
QueryforSystemAdministrator
CopytheMenuNavigatorMenuSystemAdministratorGUI
GoApplicationPath:Application>Menu
QueryforNavigatorMenuSystemAdministratorGUIintheUserMenuName
Youll find the function under the Workflow Administrator Navigator Menu which is under Workflow
Administratorsubmenu,soquerythat
FunctionnameisWorkflowAdministratorNotifications
Nowgotothemenuthattheemployeeaccessandaddthisfunctiontoit
Ifyouloginasanemployee,andclickedonthenewlyaddedfunction,youllseesomethinglikethis
Youcanclickonthenotificationfordetails
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References
1. OracleSelfServiceHumanResources
(SSHR4.2)
ImplementationGuide
Release11i
May2003
2. OracleApprovalsManagement
ImplementationGuide
Release12
PartNo.B3162202
December2006
3. OracleApprovalsManagement
ImplementationGuide
Release11i
PartNo.B2532401
May2006
4. ApprovalsManagementResponsibilitiesandSetupsinAME.B
AnOracleWhitePaper
May2007
5. OracleSelfServiceHumanResources
DeploySelfServiceCapabilityGuide
Release11i
PartNo.B1352304
November2005
6. OracleAcademySelfServicecoursematerial
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