You are on page 1of 66

ImplementingOracleSelf ADIC

ServiceHRV4.2onR12

(AbuDhabiInvestmentCompany)

This document includes a step by step demonstration of how to implement


OracleSelfServiceforHumanRecourse.Notallstepsareessential;itdepends
onthecustomerrequirements.Thisdocumentwillgiveyouagoodknowledge
oftheOracleSelfServicefunctionalitiesandothermodulesthatyoullbeusing
tohelpyouinyourimplementation.

By:AkramMadkour

ADICOracleSelfServiceHRImplementationSteps

OracleSelfServiceHumanResource
(SSHR4.2)

ADICImplementationSteps
Release12
March2008

PreparedBy:AkramMadkourPage2of66
ForInquires:akrammadkour@gmail.com

oracle@akrammadkour.com

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

PreparedBy:AkramMadkourPage3of66
ForInquires:akrammadkour@gmail.com

oracle@akrammadkour.com

ADICOracleSelfServiceHRImplementationSteps

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

PreparedBy:AkramMadkourPage4of66
ForInquires:akrammadkour@gmail.com

oracle@akrammadkour.com

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

PreparedBy:AkramMadkourPage5of66
ForInquires:akrammadkour@gmail.com

oracle@akrammadkour.com

ADICOracleSelfServiceHRImplementationSteps

ImplementationSteps
MainHumanResourceSelfServiceResponsibilities
WehavetwomainresponsibilitiesthatcontainsalltheHumanResourceSelfServicefunctions

EmployeeSelfServiceContainsEmployeelevelSelfServicefunctions

ManagerSelfServiceContainsManagerlevelSelfServicefunctions

ApplicationPath:SystemAdministrator>Responsibility>Define

Createnewmenusforthesetworesponsibilitiesifrequired,containingtheselfservicefunctionsthat
thecustomerrequired.ApplicationPath:SystemAdministrator>Application>Menu

CopytheseResponsibilitiesandcreatenewthenlinkthemwiththepredefinedmenusorthe
customizedmenusthatyoucreated

PreparedBy:AkramMadkourPage6of66
ForInquires:akrammadkour@gmail.com

oracle@akrammadkour.com

ADICOracleSelfServiceHRImplementationSteps

ProfileOptions
ApplicationPath:SystemAdministrator>Applications>Profile
Themainprofilesoptionsthatwewilluseare:
HR:SelfServiceHRLicensed

Yes

HR:SecurityProfile

SelecttheSecurityprofilethatslikedtoyourBusinessGroup

Profile Option Name


Disable Self-Service Personal
HR: Free text school name allowed in Self Service
HR: Payroll Payments Self-Service Enable Run Types
HR: Self Service HR Licensed
HR: Self Service Hire and Placement Default Values
HR:Allow Approver updates to Self Service actions
HR:Allow concurrent Self Service actions
HR:Allow processing of ineligible Self Service actions
HR:Allow use of eligibility for Self Service actions
HR:Manage Self Service actions when future-dated changes exist
HR:Payroll Payments Self-Service Enable Multiple Assignments
HR:Payroll Payments Self-Service Payments List Mode
HR:Refresh Self Service actions with data from intervening actions
HR:Run BENMNGLE when processing a Self Service action
HR:Self Service Save For Later
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
MSC: Number of Workers for Self Service Loads
MSC: Self Service Loads Delimiter
OAB: Enable Self-Service Benefits Trace
OAB:Self Registered User 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
QA:Self-Service Buyer Notification
Self Service Accessibility Features
Self Service Named Account Proxy User Role
Self Service Personal Home Page mode
Self-Service Oracle Files Enabled

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)

PreparedBy:AkramMadkourPage7of66
ForInquires:akrammadkour@gmail.com

oracle@akrammadkour.com

ADICOracleSelfServiceHRImplementationSteps

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

PreparedBy:AkramMadkourPage8of66
ForInquires:akrammadkour@gmail.com

oracle@akrammadkour.com

ADICOracleSelfServiceHRImplementationSteps

Assigningasupervisortotheemployeeandcreatesupervisorhierarchy

Repeattheabovestepfortherestoftheemployees
Bydoingthis,youarebuildingthesupervisorhierarchy

Incaseyouhavepayrollinstalledonyourinstance,youhavetochooseapayrollforanemployeeintheassignment
windowsoyoucanusetheselfservicefunctionalitiesrelatedtothepayroll.Somepayrollfunctionsthatcouldbe
handledfromtheselfserviceareAbsenceManagementandManagePayrollPayments.

After creating the employees and assigning


supervisorstothem,wemustcreateusernames
and passwords for them and give them the Self
Service Responsibilities youve just created,
according to business requirements (who should
dowhat?)

Repeattheabovestepfortherestoftheemployees

PreparedBy:AkramMadkourPage9of66
ForInquires:akrammadkour@gmail.com

oracle@akrammadkour.com

ADICOracleSelfServiceHRImplementationSteps

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

PreparedBy:AkramMadkourPage10of66
ForInquires:akrammadkour@gmail.com

oracle@akrammadkour.com

ADICOracleSelfServiceHRImplementationSteps

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)

PreparedBy:AkramMadkourPage11of66
ForInquires:akrammadkour@gmail.com

oracle@akrammadkour.com

ADICOracleSelfServiceHRImplementationSteps

TestingSelfServiceseededfunctionalities
Hireanewemployee
LoginwithauseryouvecreatedthathastheManagerselfserviceresponsibility.Thisusermustbeassignedtoa
personwhohasasupervisorbecausethehirefunctionwillsendanotificationtothissupervisorandthesupervisor
willevenreject,approveorperformotherfunctions.
ApplicationPath:ManagerSelfService>Hire

PreparedBy:AkramMadkourPage12of66
ForInquires:akrammadkour@gmail.com

oracle@akrammadkour.com

ADICOracleSelfServiceHRImplementationSteps

Fillinrequireddata

Fillinrequireddata

PreparedBy:AkramMadkourPage13of66
ForInquires:akrammadkour@gmail.com

oracle@akrammadkour.com

ADICOracleSelfServiceHRImplementationSteps

ThisisthePeopleGroupFF
segmentswevedefinedbefore

PreparedBy:AkramMadkourPage14of66
ForInquires:akrammadkour@gmail.com

oracle@akrammadkour.com

ADICOracleSelfServiceHRImplementationSteps

Assigningasupervisortothisnew
Employee

ThisPageistheReviewPage,afteryousubmit
thetransaction,itevengoesforapprovalorthe
dataistransferredtotheHumanresourcestables
directly,itdependsontheapprovalmanagement
andtheworkflowassignedtothisfunction

PreparedBy:AkramMadkourPage15of66
ForInquires:akrammadkour@gmail.com

oracle@akrammadkour.com

ADICOracleSelfServiceHRImplementationSteps

TheReview Pageitsveryimportant. YoucanmodifythispageintheOracleWorkflowBuilder.Forexample,if


you dont need this transaction to be approved, go to the Workflow Builder and modify the
HR_APPROVAL_REQ_FLAGtoNo,youllfindthisflagafteropeningtherequiredprocessnamethenselecting
theREVIEW_PAGEnode.
MoredetailswillbecoveredforOracleWorkflowBuilderandOracleApprovalManagement(AME)inlatersections
ofthisdocument.
NowwevetestedtheHirefunction,filledintherequireddataandthenotificationwassenttothedirectapproval
(Supervisor).Wewilllogoutwiththisuserandloginwithasthesupervisorandcheckforthenotifications.Inthe
notification or action list,well find the request forhire that weve just made. Once the supervisor approves the
transaction,thedatawillbetransferredtotheHumanResourcetablesonthedatabase.Ifherejectsthedatawill
notbetransferred,thisishowapprovalworks.
In case youve attached something to the self service, the attachments will be available on the webbased
applicationonly;itwillnotbetransferredtotheFormbasedapplication.Forexample,ifyouattachedaC.V.anda
picturefortheemployeeyouneedtohire,oncethesupervisorapproves,allthedatawillbetransferredtotheHR
Tablesbuttheattachments(C.V.andpicture)willnot.

PreparedBy:AkramMadkourPage16of66
ForInquires:akrammadkour@gmail.com

oracle@akrammadkour.com

ADICOracleSelfServiceHRImplementationSteps

Loggingisastheapprovertoseethereceivednotifications

PreparedBy:AkramMadkourPage17of66
ForInquires:akrammadkour@gmail.com

oracle@akrammadkour.com

ADICOracleSelfServiceHRImplementationSteps

Thisisthenotificationreceivedfromthepersonwho
requestingtohireanemployee

PreparedBy:AkramMadkourPage18of66
ForInquires:akrammadkour@gmail.com

oracle@akrammadkour.com

ADICOracleSelfServiceHRImplementationSteps

RequestDetails
TheManagerissupposedtoapprove,reject
Note:ifthispersonhasasupervisor,onceheapprovesthat
requestwillgotohissupervisoruntiltherearenomore
supervisors;inthecasedatawillbetransferredtotheHRTables

Oncethedataisapprovedfromthetopmostsupervisor,thedatawillbetransferredtotheHRtables.

PreparedBy:AkramMadkourPage19of66
ForInquires:akrammadkour@gmail.com

oracle@akrammadkour.com

ADICOracleSelfServiceHRImplementationSteps

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.

PreparedBy:AkramMadkourPage20of66
ForInquires:akrammadkour@gmail.com

oracle@akrammadkour.com

ADICOracleSelfServiceHRImplementationSteps

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.

PreparedBy:AkramMadkourPage21of66
ForInquires:akrammadkour@gmail.com

oracle@akrammadkour.com

ADICOracleSelfServiceHRImplementationSteps

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.

PreparedBy:AkramMadkourPage22of66
ForInquires:akrammadkour@gmail.com

oracle@akrammadkour.com

ADICOracleSelfServiceHRImplementationSteps

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

PreparedBy:AkramMadkourPage23of66
ForInquires:akrammadkour@gmail.com

oracle@akrammadkour.com

ADICOracleSelfServiceHRImplementationSteps

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.

PreparedBy:AkramMadkourPage24of66
ForInquires:akrammadkour@gmail.com

oracle@akrammadkour.com

ADICOracleSelfServiceHRImplementationSteps

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.

PreparedBy:AkramMadkourPage25of66
ForInquires:akrammadkour@gmail.com

oracle@akrammadkour.com

ADICOracleSelfServiceHRImplementationSteps

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

PreparedBy:AkramMadkourPage26of66
ForInquires:akrammadkour@gmail.com

oracle@akrammadkour.com

ADICOracleSelfServiceHRImplementationSteps

3. Followthestepsinthebelowscreenshotsformodificationdetails

TheInternalNameisVERYIMPORTANT.Itis
thenlinkedtotheFUNCTIONintheapplication

Copyandpasteanexistingprocess

Removestheexistingsubprocessandreplaced
themwithnew(copied)supprocessesandrelink
themagainwithsamevalues

PreparedBy:AkramMadkourPage27of66
ForInquires:akrammadkour@gmail.com

oracle@akrammadkour.com

ADICOracleSelfServiceHRImplementationSteps

DoubleclickontheREVIEWthengotothe
"NodeAttributes"tab
ThenchangetheHR_APPROVAL_REQ_FLAGtoYesDynamic

Saveyoursettings

WorkflowSetupisDONE

NowwearedonewiththeOracleWorkflowbuilder.Asyoucansee,wevemadeallthesestepsto:
a. CreateanewInternalName.Wewillusethisinlinkingbetweenthenewworkflow(process)and
theapplication
b. ModifytheHR_APPROVAL_REQ_FLAGfromNotoYesDynamic
Wedontneedtheworkflowbuilderinanythingelse.

PreparedBy:AkramMadkourPage28of66
ForInquires:akrammadkour@gmail.com

oracle@akrammadkour.com

ADICOracleSelfServiceHRImplementationSteps

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

PreparedBy:AkramMadkourPage29of66
ForInquires:akrammadkour@gmail.com

oracle@akrammadkour.com

ADICOracleSelfServiceHRImplementationSteps

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.

PreparedBy:AkramMadkourPage30of66
ForInquires:akrammadkour@gmail.com

oracle@akrammadkour.com

ADICOracleSelfServiceHRImplementationSteps

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

PreparedBy:AkramMadkourPage31of66
ForInquires:akrammadkour@gmail.com

oracle@akrammadkour.com

ADICOracleSelfServiceHRImplementationSteps

LinkthenewprocessusingOracleApprovalManagement
Afterperformingtheprevioussteps,youhavetotellthesystemthatoncetheuserclicksonthecustomizedSIT
function(theonewecreatedpage28)thetransactionhastogoforapproval.Ifthisstepisntdone,thesystem
willgenerateanerror,sowehavetosetupOracleApprovalManagementtocreatethiscondition.

SettingupOracleApprovalManagement(AME)
SettingupResponsibilities
ThissectiongivesastepbystepillustrationofaddingthetwoAMEresponsibilitiestotheuser.
1. LoginasSYSADMINuser.
2. CreateaNewuseraccountandgiveanappropriateeffectivedate.DoNOTaddanyresponsibility
3. Savetherecord

4. SwitchtheresponsibilitytoUserManagementandNavigatetotheUsersfunction

PreparedBy:AkramMadkourPage32of66
ForInquires:akrammadkour@gmail.com

oracle@akrammadkour.com

ADICOracleSelfServiceHRImplementationSteps

5. Queryforthenewlycreateduser
6. Clickontheupdateactionfromtheresulttable

7. IntheUpdateUserpage,clickontheAssignRolesbutton

PreparedBy:AkramMadkourPage33of66
ForInquires:akrammadkour@gmail.com

oracle@akrammadkour.com

ADICOracleSelfServiceHRImplementationSteps

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

11. AfterselectingtheRoles,providetheJustificationfortheroleandtheeffectivedate

PreparedBy:AkramMadkourPage34of66
ForInquires:akrammadkour@gmail.com

oracle@akrammadkour.com

ADICOracleSelfServiceHRImplementationSteps

12. Pressapply
13. Aftercompletingtheaction,youcanquerybackthesameuserandcanverifythelistofrolesbeing
attachedtotheuserbypressingupdateagain

14. NowswitchtheresponsibilitytoFunctionalAdministrator
15. Clickoncreategrantsunderthegrantssubtab

PreparedBy:AkramMadkourPage35of66
ForInquires:akrammadkour@gmail.com

oracle@akrammadkour.com

ADICOracleSelfServiceHRImplementationSteps

16.
17.
18.
19.

EnteraGrantNameandprovideaneffectivedate
NavigatetotheSecurityContextregionandselecttheGranteeTypeasSpecificUser
IntheGranteefieldselectthenewlycreatedUser
IntheDataSecurityregionselectAMETransactionTypesastheObject

Makeittodaysdate;dontchangeitbecauseitmay
giveanerrorattheendofsetup

20. ClickingNextwilltakeyoutotheSelectObjectDataContextpage
21. YouhaveadefaultvalueofAllRowsintheDataContextType,leaveitasitis,andnavigatefurther

PreparedBy:AkramMadkourPage36of66
ForInquires:akrammadkour@gmail.com

oracle@akrammadkour.com

ADICOracleSelfServiceHRImplementationSteps

22. IntheDefineObjectParameterandSelectSetpage,enterAMECallingApplicationsasthevalueinthe
Setfield
23. ClickNext

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

PreparedBy:AkramMadkourPage37of66
ForInquires:akrammadkour@gmail.com

oracle@akrammadkour.com

ADICOracleSelfServiceHRImplementationSteps

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

PreparedBy:AkramMadkourPage38of66
ForInquires:akrammadkour@gmail.com

oracle@akrammadkour.com

ADICOracleSelfServiceHRImplementationSteps

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

PreparedBy:AkramMadkourPage39of66
ForInquires:akrammadkour@gmail.com

oracle@akrammadkour.com

ADICOracleSelfServiceHRImplementationSteps

PreparedBy:AkramMadkourPage40of66
ForInquires:akrammadkour@gmail.com

oracle@akrammadkour.com

ADICOracleSelfServiceHRImplementationSteps

Datecantbeinthepast

PreparedBy:AkramMadkourPage41of66
ForInquires:akrammadkour@gmail.com

oracle@akrammadkour.com

ADICOracleSelfServiceHRImplementationSteps

PreparedBy:AkramMadkourPage42of66
ForInquires:akrammadkour@gmail.com

oracle@akrammadkour.com

ADICOracleSelfServiceHRImplementationSteps

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.

PreparedBy:AkramMadkourPage43of66
ForInquires:akrammadkour@gmail.com

oracle@akrammadkour.com

ADICOracleSelfServiceHRImplementationSteps

TestingApprovalsofthecustomizedSpecialInformationTypes
Okay,weredonewithsettingupandimplementingapprovalsforthecustomizedSITfunctionwevecreated;now
itstimetotestourapprovalprocess.
1. Loginasanemployee(theonethatwecreatedinpage8)

2. GototheEmployeeSelfServiceResponsibility

3. Aswecansee,wenowhavetwoSpecialInformationTypesfunction
a. SpecialInformation(PredefinedFunctionDoesnot
supportapproval)
b. CustomizedForms(Acopyfromtheoriginalfunctionbut
withdifferentparametersApprovaluptotheFirstLevel)

NoApproval

Approval

PreparedBy:AkramMadkourPage44of66
ForInquires:akrammadkour@gmail.com

oracle@akrammadkour.com

ADICOracleSelfServiceHRImplementationSteps

4. Wewillusethefunctionthatwecustomizedtocheckfortheapprovalthatwemade

FillinthedetailsthenpressApply

Thisisthenewdata,nowpressNext
togototheReviewpage

PreparedBy:AkramMadkourPage45of66
ForInquires:akrammadkour@gmail.com

oracle@akrammadkour.com

ADICOracleSelfServiceHRImplementationSteps

ThisReviewpage
PressSubmitsothedatacouldbeforapproval

Now,therequesthasbeensenttothedirectapprover

PreparedBy:AkramMadkourPage46of66
ForInquires:akrammadkour@gmail.com

oracle@akrammadkour.com

ADICOracleSelfServiceHRImplementationSteps

Logginginastheapprovertoseetherequest

ShortCut

Notification/Request

Seenextpage

PreparedBy:AkramMadkourPage47of66
ForInquires:akrammadkour@gmail.com

oracle@akrammadkour.com

ADICOracleSelfServiceHRImplementationSteps

Notification/Request

AfterApprovingthetransaction,itwillautomaticallygofromyouactionlist(previously
therewasonlyoneactionthatweveapproved,sonowtheresnoavailableactions)
NowthedatahasbeentransferredtotheHRtables

PreparedBy:AkramMadkourPage48of66
ForInquires:akrammadkour@gmail.com

oracle@akrammadkour.com

ADICOracleSelfServiceHRImplementationSteps

5. LogintotheFormBasedapplicationandcheckthattherequesteddatahasbeentransferredtotheHR
tablesafterbeingapproved

Therequesteddatahasbeentransferredtothe
HRTablesafterapproval

Incasethedatahasntbeentransferredyet
Runrequest:WorkflowBackgroundProcess
FromSystemAdministrator

ApprovalsforSITsisDONE

PreparedBy:AkramMadkourPage49of66
ForInquires:akrammadkour@gmail.com

oracle@akrammadkour.com

ADICOracleSelfServiceHRImplementationSteps

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

PreparedBy:AkramMadkourPage50of66
ForInquires:akrammadkour@gmail.com

oracle@akrammadkour.com

ADICOracleSelfServiceHRImplementationSteps

SettingUpOraclePersonalizationFramework
ProfileOptionsforPersonalizationFramework(ONUSERLEVEL)
ApplicationPath:SystemAdministrator>Responsibility>Define
1) PersonalizeSelfServiceDefn

Yes

SettoYesorNoattheuserorresponsibilitylevel

DisplaysPersonalizePagelinksonwebpages

DefaultisNo

Thesearethelinksthatwillappearafterapplyingthe1stprofileoption

PreparedBy:AkramMadkourPage51of66
ForInquires:akrammadkour@gmail.com

oracle@akrammadkour.com

ADICOracleSelfServiceHRImplementationSteps

2) FND:PersonalizationRegionLinkEnabled

Yes

SettoYesorNoatSite,Application,Responsibility,User

DisplaysPersonalizeRegionlinksinwebpageregions

DefaultisNo

Thesearethelinksthatwillappearafterapplyingthe2ndprofileoption

PreparedBy:AkramMadkourPage52of66
ForInquires:akrammadkour@gmail.com

oracle@akrammadkour.com

ADICOracleSelfServiceHRImplementationSteps

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

PreparedBy:AkramMadkourPage53of66
ForInquires:akrammadkour@gmail.com

oracle@akrammadkour.com

ADICOracleSelfServiceHRImplementationSteps

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

PreparedBy:AkramMadkourPage54of66
ForInquires:akrammadkour@gmail.com

oracle@akrammadkour.com

ADICOracleSelfServiceHRImplementationSteps

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

PreparedBy:AkramMadkourPage55of66
ForInquires:akrammadkour@gmail.com

oracle@akrammadkour.com

ADICOracleSelfServiceHRImplementationSteps

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

PreparedBy:AkramMadkourPage56of66
ForInquires:akrammadkour@gmail.com

oracle@akrammadkour.com

ADICOracleSelfServiceHRImplementationSteps

6. IntheSearch,selectFlexintheStylethenpressGo
7. IntheresultyoullfindFlex:KeyFlexforSit,clickpersonalizeforthat

8. Nowcomestheinterestingpart,wewillcopythecodeinpage55andpasteitintheSegmentListinstead
ofInheritintherequiredlevel(Imadeitontheresponsibilitylevel)
9. PressShowtomakesurethatyourvaluesareintheResult

Pastecode
here

10. PresstheApplybutton
11. NowgetbacktoyourSIT,youllfindonlythedatayouverequest(seepage53forscreenshot)

PersonalizationfortheSITsDONE

PreparedBy:AkramMadkourPage57of66
ForInquires:akrammadkour@gmail.com

oracle@akrammadkour.com

ADICOracleSelfServiceHRImplementationSteps

EnablingaDescriptiveFlexFieldinawebpage
Howtoadd/showaDescriptiveFlexfieldthatappearsintheJavaFormsbutnotintheWebBasedApplication?

WhatwewilldoissomepersonalizationintheWebBasedFunctions.
PersonalizingthewebpageisVERYEASYbutyoufirsthavetomakesomesetup

1. SettingUpOraclePersonalizationFramework(seepage50to52)
2. Theusershouldbeasystemadministrator

Wewilladd(personalize)aDescriptiveFlexfieldthatappearsintheJavaFormsbutdoesn'tappearinthe
equivalentWebBasedFunction(InSelfService)

First,aftercompletingtheSelfServicesetupproperly,andafteraddingtheEmployeeSelfService
Responsibilitytotheuser,you'llopenit

ChoosingtheSelfServiceResponsibility

PreparedBy:AkramMadkourPage58of66
ForInquires:akrammadkour@gmail.com

oracle@akrammadkour.com

ADICOracleSelfServiceHRImplementationSteps

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)

PreparedBy:AkramMadkourPage59of66
ForInquires:akrammadkour@gmail.com

oracle@akrammadkour.com

ADICOracleSelfServiceHRImplementationSteps

Toenable(render)theDFF,wellgotoPersonalizeWorkPreferences
Bydoingthis,youarepersonalizingthecurrentfunction

ChooseFlexfromStylethenpressgo

Clickonthepentopersonalize

PreparedBy:AkramMadkourPage60of66
ForInquires:akrammadkour@gmail.com

oracle@akrammadkour.com

ADICOracleSelfServiceHRImplementationSteps

ValuesBefore

IntheRenderChooseTrueinsteadofInherit

IntheSegmentListChoosethesegmentsyouwant(seepage5456)orleaveblankforallsegmentsto
appear

PressApply

ValuesAfter

PreparedBy:AkramMadkourPage61of66
ForInquires:akrammadkour@gmail.com

oracle@akrammadkour.com

ADICOracleSelfServiceHRImplementationSteps

TheDescriptiveFelxfieldisnowdisplayed

ClickonReturntoPersonalizationStructureorReturnToApplication

TheDescriptiveFelxfieldisnowdisplayed

EnablingaDFF is DONE

PreparedBy:AkramMadkourPage62of66
ForInquires:akrammadkour@gmail.com

oracle@akrammadkour.com

ADICOracleSelfServiceHRImplementationSteps

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

PreparedBy:AkramMadkourPage63of66
ForInquires:akrammadkour@gmail.com

oracle@akrammadkour.com

ADICOracleSelfServiceHRImplementationSteps

Nowreturntotheapplication,youllfindtheFlexfieldhavebeenaddedsuccessfully

TheFlexfieldhavebeenaddedsuccessfully

PreparedBy:AkramMadkourPage64of66
ForInquires:akrammadkour@gmail.com

oracle@akrammadkour.com

ADICOracleSelfServiceHRImplementationSteps

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

PreparedBy:AkramMadkourPage65of66
ForInquires:akrammadkour@gmail.com

oracle@akrammadkour.com

ADICOracleSelfServiceHRImplementationSteps

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

PreparedBy:AkramMadkourPage66of66
ForInquires:akrammadkour@gmail.com

oracle@akrammadkour.com

You might also like