ImplementingOracleSelfServiceHRV4.2onR12
ADIC(AbuDhabiInvestmentCompany)
This document includes a step by step demonstration of how to implementOracleSelfServiceforHumanRecourse.Notallstepsareessential;itdependsonthecustomerrequirements.ThisdocumentwillgiveyouagoodknowledgeoftheOracleSelfServicefunctionalitiesandothermodulesthatyoullbeusingtohelpyouinyourimplementation.
By:AkramMadkour
ADICOracleSelfServiceHRImplementationSteps
PreparedBy:AkramMadkourPage2of66 ForInquires:[email protected] [email protected]
OracleSelfServiceHumanResource (SSHR4.2) ADICImplementationSteps Release12 March2008
ADICOracleSelfServiceHRImplementationSteps
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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
ADICOracleSelfServiceHRImplementationSteps
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OverviewofOracleSelfServiceHRMSOracleSelfServiceHumanResources(SSHR)extendsthefunctionalityofstandardOracleHRMSbyenablingbothemployeesandmanagerstoparticipate inHumanResourcesmanagementviaawebbrowser.SSHRofferssecureselfservice business transactions and easytouse functionality driven by Oracles proven web and workflowtechnologies.These technologiesenable thedata,views,storedprocedures,validation routines,andApplicationProgrammatic Interfaces (APIs) used in the standardOracleApplications to be shared, thus providing seamlessintegrationbetweenOracleHRMSandSelfServiceHRMS.
WhoshouldreadthisdocumentThis Document target application implementers, it helps them in understanding the main functionalities andmandatorystepsrequiredforimplementingOracleSSHRaccordingtoyourbusinessneeds.
PrerequisitesBeforeyoucan startwith theOracleSelfService forHumanResources implementation,you shouldbe familiarwithnavigatingbothFormBasedandWebBasedapplications.Youshouldhavegoodknowledgeofhow tousesecurityusingtheOracleSystemAdministrator likeprofileoptions,responsibilities,menus,andmanagingusers.YoushouldalsohaveaproperinstallationofOracleHRCoreandPayrollonyouinstance.
ApplicationscoveredinthisdocumentThisdocumentcoversmorethanoneOracleEBusinessSuiteapplication.
OracleHRCore OraclePayroll OracleSystemAdministrator OracleSelfServiceHumanResources OracleApprovalsManagement(AME) OraclePersonalizationFramework
Wewillnotuseallthefeaturesoftheaboveapplications,onlythefunctionsthatwillhelpusinimplementingtheADICselfservicerequirements.
OtherSoftwaresusedforsettingupSSHR OracleWorkflowBuilder
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ImplementationStepsMainHumanResourceSelfServiceResponsibilitiesWehavetwomainresponsibilitiesthatcontainsalltheHumanResourceSelfServicefunctions
EmployeeSelfServiceContainsEmployeelevelSelfServicefunctions ManagerSelfServiceContainsManagerlevelSelfServicefunctions
ApplicationPath:SystemAdministrator>Responsibility>Define
Createnewmenusforthesetworesponsibilitiesifrequired,containingtheselfservicefunctionsthatthecustomerrequired.ApplicationPath:SystemAdministrator>Application>Menu
CopytheseResponsibilitiesandcreatenewthenlinkthemwiththepredefinedmenusorthecustomizedmenusthatyoucreated
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ProfileOptionsApplicationPath:SystemAdministrator>Applications>Profile
Themainprofilesoptionsthatwewilluseare:
HR:SelfServiceHRLicensed Yes HR:SecurityProfile SelecttheSecurityprofilethatslikedtoyourBusinessGroup
Profile Option Name Site Disable Self-Service Personal No HR: Free text school name allowed in Self Service HR: Payroll Payments Self-Service Enable Run Types No HR: Self Service HR Licensed Yes HR: Self Service Hire and Placement Default Values HR:Allow Approver updates to Self Service actions No HR:Allow concurrent Self Service actions No HR:Allow processing of ineligible Self Service actions No HR:Allow use of eligibility for Self Service actions No HR:Manage Self Service actions when future-dated changes exist Stop with an Error HR:Payroll Payments Self-Service Enable Multiple Assignments No HR:Payroll Payments Self-Service Payments List Mode HR:Refresh Self Service actions with data from intervening actions No HR:Run BENMNGLE when processing a Self Service action No HR:Self Service Save For Later Yes IGF: Award Acceptance By Term via Student Self-Service IGF: Don't Display Cancelled Awards on Student Self-Service IGF: View-only Awards via Student Self-Service IGS: Self Service Administrator MSC: Batch Size for Self Service Loads 1000 MSC: Number of Workers for Self Service Loads 3 MSC: Self Service Loads Delimiter ~ OAB: Enable Self-Service Benefits Trace OAB:Self Registered User Responsibility Self Registered New User
Default Responsibility OKL: Display Contract Additional Information in Customer Self Service OKL: Display Contract Additional Information in Vendor Self Service PV:Self Service URL with Workflow Notification Personalize Self-Service Defn No QA:Self-Service Buyer Notification Oracle Quality Self Service Accessibility Features None Self Service Named Account Proxy User Role Self Service Personal Home Page mode Framework only Self-Service Oracle Files Enabled No
TheAboveTableDemonstratestheProfileoptionsusedinSelfService(DefaultValues)
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SupervisorHierarchyOracle Self Service for Human Resources is a WebBased application; its based on sending and receivingnotifications,approvals,rejectionsandothertypesofmessages.Fornow;wewillusesupervisorapprovallevel,sowehavetobuildasupervisorhierarchy.GototheemployeeandassignasupervisorforthispersonthenlinkboththesupervisorandthepersonwithausernameandpasswordinOracleSystemAdministrator.
UserName Password Person
ssemp1 welcome SelfServiceEmployee1
sshs welcome SelfServiceHousingSectionManager
sshrd welcome SelfServiceHRDepartmentManager
sscfo welcome SelfServiceCFO
CreatingsupervisorhierarchyandemployeesApplicationPath:HumanResourcesResponsibility>People>EnterandMaintain
o Enteringemployeedetails
Repeattheabovestepfortherestoftheemployees
ssemp1 sshs sshrd sscfo
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o Assigningasupervisortotheemployeeandcreatesupervisorhierarchy
RepeattheabovestepfortherestoftheemployeesBydoingthis,youarebuildingthesupervisorhierarchy
Incaseyouhavepayrollinstalledonyourinstance,youhavetochooseapayrollforanemployeeintheassignmentwindowsoyoucanusetheselfservicefunctionalitiesrelatedtothepayroll.SomepayrollfunctionsthatcouldbehandledfromtheselfserviceareAbsenceManagementandManagePayrollPayments.After creating the employees and assigningsupervisorstothem,wemustcreateusernamesandpasswords for them and give them the SelfService Responsibilities youve just created,according tobusiness requirements (who shoulddowhat?)
Repeattheabovestepfortherestoftheemployees
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RunRequestTo avoid any problems that could happen to the self service application, problems related to the supervisorhierarchy,youshouldruntheHRILoadAllSupervisorHierarchiesrequest.Itsnotamandatorystep;itdependsonyourinstance.
ApplicationPath:HumanResourceResponsibility
OntheMenuBarView>Request>SubmitaNewRequest>SingleRequest
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CommonProblems Incaseyoudidnt linkthecreatedpersontoausernameandpasswordandtriedtoopenanyoftheSelf
Service functions, an Error Message will appear. This person should also be even a supervisor or anemployeethathasasupervisor.
Errormessagethatcouldgenerate
IncasetheSelfServiceResponsibilitiesdidn'tworkafteralltheabovesetups(Itgaveyoutheaboveerroragain),thismeansthatthereissomethingwrongwiththedatabasecachefiles.
Solution:
1. Clearthecache.HowTo:
Add"FunctionalAdministrator"responsibility GototheCoreServices"TAB" CachingFramework "Tuning"ontheleftsidebar SelectintheApplicationNames"ApplicationObjectLibrary" Pressthe"Go"button Selectallthecaches(next10,next10,next10,) Pressthe"ClearCache"button
2. RestarttheApacheServer
3. Waituntilitsautomaticallyrefreshed(itwilltakeabout15minutesaccordingtoyourinstance)
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TestingSelfServiceseededfunctionalities
HireanewemployeeLoginwithauseryouvecreatedthathastheManagerselfserviceresponsibility.Thisusermustbeassignedtoapersonwhohasasupervisorbecausethehirefunctionwillsendanotificationtothissupervisorandthesupervisorwillevenreject,approveorperformotherfunctions.
ApplicationPath:ManagerSelfService>Hire
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Fillinrequireddata
Fillinrequireddata
ADICOracleSelfServiceHRImplementationSteps
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ThisisthePeopleGroupFFsegmentswevedefinedbefore
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AssigningasupervisortothisnewEmployee
ThisPageistheReviewPage,afteryousubmitthetransaction,itevengoesforapprovalorthedataistransferredtotheHumanresourcestablesdirectly,itdependsontheapprovalmanagement
andtheworkflowassignedtothisfunction
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TheReviewPage itsvery important.Youcanmodifythispage intheOracleWorkflowBuilder.Forexample, ifyou dont need this transaction to be approved, go to the Workflow Builder and modify theHR_APPROVAL_REQ_FLAGtoNo,youll findthis flagafteropeningtherequiredprocessnamethenselectingtheREVIEW_PAGEnode.
MoredetailswillbecoveredforOracleWorkflowBuilderandOracleApprovalManagement(AME)inlatersectionsofthisdocument.
NowwevetestedtheHirefunction,filledintherequireddataandthenotificationwassenttothedirectapproval(Supervisor).Wewilllogoutwiththisuserandloginwithasthesupervisorandcheckforthenotifications.Inthenotificationoraction list,well find therequest forhire thatweve justmade.Once thesupervisorapproves thetransaction,thedatawillbetransferredtotheHumanResourcetablesonthedatabase.Ifherejectsthedatawillnotbetransferred,thisishowapprovalworks.
In case youve attached something to the self service, the attachments will be available on the webbasedapplicationonly;itwillnotbetransferredtotheFormbasedapplication.Forexample,ifyouattachedaC.V.andapicturefortheemployeeyouneedtohire,oncethesupervisorapproves,allthedatawillbetransferredtotheHRTablesbuttheattachments(C.V.andpicture)willnot.
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Loggingisastheapprovertoseethereceivednotifications
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Thisisthenotificationreceivedfromthepersonwhorequestingtohireanemployee
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Oncethedataisapprovedfromthetopmostsupervisor,thedatawillbetransferredtotheHRtables.
RequestDetails
TheManagerissupposedtoapprove,reject
Note:ifthispersonhasasupervisor,onceheapprovesthatrequestwillgotohissupervisoruntiltherearenomoresupervisors;inthecasedatawillbetransferredtotheHRTables
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UsingSpecialInformationTypesinOracleSelfServiceIf the customer requested functionalities or forms that are not seeded in the application, you can make anycustomizedformasaSIT(SpecialInformationType).Incasethiscustomizedformhastobeapproved;youhavetomakesomecustomizationontheOracleWorkflowbuilderandwiththeOracleApprovalManagement(AME).
OverviewofApprovalsApprovalsprocessesenableyou todecidewhether transactionscarriedoutbySSHRusersneedapprovalbeforetheyaresubmittedtotheHRtables.Youcandefinedifferentapprovalrequirementsfordifferenttransactionsandvary theapproval requirementsas required.Forexample,youcanconfigure theworkflowprocessesso that theAddresspartofPersonal InformationrequiresapprovalbutthePhoneNumberspartdoesnot.Alternatively,youcanvarytheApprovalsrequirementsbyresponsibilitysothatrecordschangedbyemployeeswouldneedapprovalbutrecordschangedbymanagerswouldnot. Allapprovalsmechanismsused inSSHRfollowthebasicapprovalsloop shownbelow.The logic checkswhether the current approver is the final approver in thehierarchy. If thecurrent approver is not the final approver, the application fetches the next approver who then receives theapprovalnotification.Thenextapprovercaneitherrejectthetransaction,approvethetransaction,orreturnthetransactionforcorrection.
ApprovalsProcessApprovalswithCorrectionV4.0 isthedefaultbehavior formodules inSSHR4.0andabove.Within theapprovalsprocess,theapplicationusesrulestogeneratealistofapproversfortheSSHRtransaction.Thewayinwhichthelistisgenerateddependsontheapprovalsmechanismyouareusing(seeApprovalsMechanismsinSSHR).Thedefaultapprovalsprocessalso includesdynamicapprovalsasstandard.Thedynamicapprovalsfunctionalityworks intwoparts.Onepartistheselfserviceuserinterfacewhichenablestheinitiatingmanagertoaddadditionalapproversand/or notification recipients. You can also display the approvers and limit the number of approval levels.The second part is an application which generates the default approvers. This is either Oracle ApprovalsManagement (AME) or a customizable PL/SQL package. The dynamic approval workflow process then sendsnotificationstoapproversand/ornotificationrecipientsbasedontheapproverlist. ConfiguringApprovalsintheWorkflowBuilderIfrequired,youcanconfigurethepredefinedapprovalsprocessesintheWorkflowBuilder.Yousetuptheapprovalsprocessusingworkflowattributes.ToconfigureapprovalsintheWorkflowBuilder:
1. Opentheworkflowitemtype.2. Navigatetotheprocessyouwanttomodifyanddoubleclicktoopentheworkflowdiagram.3. OpentheReviewPageV4.0activityforyourworkflowprocess.
Note: You may have to drill down through several subprocesses until you reach the correct Review Page V4.0 activity.
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4. Makeacopyoftheprocessandanyaffectedsubprocesses.Forexample,ifyouaremodifyingtheapprovalsfortheProcessPersonalInformationV4.0process,youwouldhavetocopytheProcessPersonalInformationV4.0process,andtherelatedsubprocesses,forexample,theProcessBasicDetailssubprocess.
5. SelecttheReviewPageV4.0activityforyourprocess/subprocessandsettheApprovalRequiredworkflowattribute(HR_APPROVAL_REQ_FLAG)toYES.Thisactivatesapprovalforyourprocess/subprocess.
6. Decidehowaprocessshouldpassthroughtheentireapprovalchain,inotherwords,howmanylevelsofapprovalarerequired.SettheapprovallevelusingtheApprovalLevelattribute(HR_DYNAMIC_APPROVAL_LEVEL).AddanapprovallevelvaluetotheDefaultValuefield.Avalueof1forexamplewillpasstheapprovalonelevelupthesupervisorchain.
7. Saveyourwork.
Note: The default number of level is 0, meaning that the number of levels is unlimited.
ReviewandConfirm:
MostfunctionsdisplaytheReviewandConfirmpages.TheReviewpagedisplaysacorrespondingregionforeachWebpagesectionthatyouhaveupdatedaspartoftheprecedingtransaction.Insideeachregionisalistofcurrentdatabaseandproposedtransactiondata.Ifyouhaveconfiguredapprovals,youcanenterapprovalscomments inthispage.IfyouhaveenabledtheDynamicApprovalsfunction,theusercanseethedefaultapprovalchainandaddfurtherapproversandnotifiers.WhentheuserchoosestheSubmitbuttonfromtheReviewpage,thetransactioniscommittedtotheHumanResourcessystemorsentforapproval.TheConfirmpageisthendisplayed.TheConfirmpagecontainsaconfirmationmessagedescribing thestatusof the transaction.Theusercanprintacopyof thesubmitted transaction for their records if required. You can set up the approval properties for a process bychangingtheactivitylevelattributesfortheReviewworkflowfunctions.
HR_DYNAMIC_APPROVAL_LEVEL:Thisattributeisusedtospecifythenumberoflevelstowhichthistransactionneedstobeforwardedforapprovalin theapprovalhierarchy. Forexample, if the value is1, the transaction is submitted forapproval toone levelhigher than the initiating person. When the transaction has been approved, it is committed to the HRMSapplication.Bydefault, thisattribute reads theapproval level from theAPPROVAL_LEVEL (Approval Level) itemlevel attribute. If you specify a value for the item level attribute, you can control the approval level for all theprocesses. If you specify a value for the HR_DYNAMIC_APPROVAL_LEVEL attribute, it overrides the item levelattributefortheprocessforwhichyouhavespecifiedthevalue.
HR_APPROVAL_REQUIRED_FLAG:Thisattributeisusedtospecifywhetherthecurrenttransactionrequiresanapproval.Thevalidvaluesare:
No:theprocessdoesnotrequireapproval Yes:theprocessrequiresapprovalbutthedynamicapprovaluserinterfacewillnotbeshowninthereview
page.Thismeansthattheinitiatorcannotaddadditionalapproversornotifiers. YesDynamicApproval:theprocessrequiresapprovalandthedynamicapprovaluserinterfacewillbe
showninthereviewpage.Theinitiatorcanaddadditionalapproversandnotifiers.
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ConfirmInstructionApplicationShortNameInadditiontothestandardconfirmationmessageshownintheconfirmationpage,youcanalsoconfiguremessagesthatarespecific to theprocess.Youcanspecifyone forascenario forwhichapproval is requiredandone forascenario forwhich no approval is required. Processes can be set to eitherApproval Required orApprovalNotRequired,butnotboth,using theHR_APPROVAL_REQUIRED_FLAG. For example, you candefine amessage forConfirmSaveInstructionNameandConfirmSendforApprovalInstructionName.Youregisterthismessageunderyourcustomapplication.ConfirmSendforApprovalInstructionNameThetextassociatedwiththismessagename isdisplayed intheconfirmationpage immediatelyafterthestandardconfirmationmessage.Thistextisonlydisplayedwhentheprocessdoesnotrequireapproval.Thetextassociatedwith this message name is displayed in the confirmation page immediately after the standard confirmationmessage.Thistextisonlydisplayedwhentheprocessrequiresapproval.
ApprovalsMechanismsinSSHRSSHR4.1usestheOracleApprovalsManagement(AME)applicationtodefineandmanageapprovallogic.FormoreinformationonAME,see:ImplementingOracleApprovalsManagement(availableonMetalink).
Note: If you are an existing SSHR customer, the customizable PL/SQL package for approvals, which was the default approvals mechanism in previous releases of SSHR, is still supported in this release as an alternative to AME.
AlldeliveredSSHRversion4functionsarenowlinkedtoAME.Ifrequired,youcanalsolinkanyexistingcustomfunctionsthatyoumayhavebasedonearlierversion4functionstoAME.
Note: You cannot link SSHR version 3 functions such as Appraisals, Apply for a Job, Succession Planning, or Suitability Matching, to AME.
OracleApprovalsManagement(AME)OracleApprovalsManagement (AME) isawebbasedapplicationwhich is integratedwithOracleWorkflowandwhichenablesyoutodefinebusinessrulestocontrolyourapprovalsprocesses.WithAME,youusethefollowingcomponents to define your approvals processes. They are associated with a transaction type for a particularapplication.
Attributethisisabusinessvariable,forexample,asalaryamount,userID,orworkflowprocessname Conditionaconditioncomparesanattributevaluewithasetofallowedattributevalues.Forexample,a
conditioncouldlookatasalaryamount.Ifthesalaryisgreaterthanaspecifiedvalue,aparticularapproverlistiscreated
Approval type and approval specifications these components define the type of approver list that isgenerated. For example, to generate a supervisorbased approver list with 5 levels, you use thesupervisory level approval type with the requires approval up to the first 5 approvers approvalspecification.
Rulesarulelinkstheothercomponentstogetherbyassociatingoneormoreconditionswiththeapprovaltypeandapprovalrule.
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DefaultUseofAMEConfigurationinSSHROracleSSHRdeliversAMEconfigurationwhichhasbeendesignedtoemulatefunctionalitydeliveredinthePL/SQLpackage.ThedefaultbehavioristouseasupervisorbasedapprovalshierarchywhichisnowdeliveredusingAMErules.ThedefaultAMEconfigurationconsistsof:
AsingleAMEtransactiontypeSSHRMSwith AsingleconditionWORKFLOW_PROCESS_NAME Asinglerulewhichrequiresapprovalstothetopoftheapprovalhierarchyorto10levelsabovethe
initiator,whichevercomesfirst. ThisisbasedonthestandardAMEapprovaltypechainsofauthoritybasedonnumberofsupervisorylevels
ConfiguringSSHRApprovalLevelsinAMETomeetyourbusinessneeds,youmayaddadditionalrules,conditions,orattributeswithinthedeliveredSSHRMStransactiontype,oryoucandefineacustomtransactiontype. It isrelativelyeasytomakeminorchangestothedeliveredAMEconfigurationandsomeexamplesareprovidedbelow. TodefineadifferentapprovallevelforallSSHRworkflowprocesses:Forexample, tospecify twoapproval levels:Theapproval level iscurrentlydefined in the rule SSHRRule foratmost10 approvers in Supervisor chain.Youwouldedit thisdefault rule and change the approval level for thesupervisorylevelapprovaltypetorequiresapprovaluptothefirsttwosuperiorsatmost.Todefineadifferentapprovallevelforaspecificworkflowprocess:
FirstyoucreateanewconditionwiththeattributeWORKFLOW_PROCESS_NAMEandentertheworkflowprocesseswhichwillhavethedifferentapprovallevelastheattributevalues.
Thenyoucreateanewrule,forexample,2approversinsupervisorchain.o Usethesupervisorylevelapprovaltypewiththerequiresapprovaluptothefirsttwosuperiors
atmostapprovalo Finally,attachyournewconditiontotherule.
Todefineanewapprovallevel(ifthedeliveredapprovalsdonotmeetyourrequirements):
Youcreateanewapproval(forexample,requiresapprovaluptothefirst15superiorsatmost)inthesupervisorylevelapprovaltype.
Todefineaparticularuserasthefinalapprover,orfinalauthority(eveniftheyarenotthelastpersonintheapprovalchain):
YoucreateaListModificationConditionandspecifyauser,forexample,amanager,asthefinalapprover Youwouldaddthislistmodificationconditiontoyourrulessothattheapprovalchainwouldstopatthis
specifiedapprover.Alternatively,youcouldcreateanewrule,addtheapprovaltypeforfinalapproverandaddtheWORKFLOW_PROCESS_NAMEconditionsothatthisfinalapproverrulewouldapplytoselectedprocesses
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ConfiguringSSHRFunctionstoUseOracleApprovalsManagement(AME)Any custom functions you createdprior to release4.1willuse the customizablePL/SQLpackageas thedefaultapprovalsmechanism.However,youcanmodifyanycustomSSHR4.0 functions topoint toAMEbyadding twonew function parameters. You define the additional parameters in the Form Functions window.You shouldalsocheck theworkflowattributes foryourworkflowprocessusing theWorkflowBuilder.TheAMErulesandconditionsalwaysoverrideanyotherworkflowattributesettings thatapply toapprovals, forexample,the attribute settings for the Review activity. If the Approvals Requiredworkflow attribute is set to Yes for aworkflowprocessbutAMEdoesnotreturnanyapprovers,theprocesscompleteswithoutrequiringapproval.Asageneralsetuprecommendation,youshouldsetupprocessesthatcurrentlydonotrequireapprovalasfollows:
SettheApprovalsRequiredworkflowattributetoYesConfigureAMEsothatnoapproversarereturned
Note: If you subsequently need to add approvals to your process, you can simply use a different AME condition.
TolinkyourfunctiontoAMEintheFormFunctionswindow(required)1. Queryyourfunction2. NavigatetotheFormtabbedregion3. AddthefollowingparameterinformationtotheParametersfieldforyourfunction
pAMETranType=SSHRMS pAMEAppId=800
4. Saveyourwork
ToaddyourcustomworkflowprocesstothelistofvaluesfortheconditionattributefortheSSHRMSAMEtransactiontype(requiredifusingthedeliveredSSHRtransactiontype):
1. LogontoOracleApprovalsManagementNote:YouneedtouseoneofthefollowingAMEresponsibilities:
AMEApplicationAdministrator AMEGeneralBusinessUser AMELimitedBusinessUser
2. SelecttheSSHRMStransactiontype3. SelecttheConditionstabandclickontheWORKFLOW_PROCESS_NAMEcondition4. ChoosetheAddTextValuebuttonandenterthenameofyournewworkflowprocessasanattributevalue5. Saveyourwork
TosettheApprovalsRequiredattributeintheWorkflowBuilder
1. DisplayyourfunctionintheWorkflowBuilder.2. DisplaytheattributesfortheReviewfunction.3. SettheApprovalsRequiredattributetoYesorYesDynamicApprovals.
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ChangingtheapprovalflagusingworkflowbuilderNow,weneedtomakesomecustomizationontheSITworkflow.Theseededworkflowdoesnotsupportsupervisorapproval,sowehavetomakeanotherworkflow(acopyoftheoriginal)thatsupportsapproval.FirstwemustinstallOracleWorkflowbuilderoncomputer(Note:Workflowbuilderdoesntcomeasastandalonesoftware,itcomeswiththeOracleClientInstallation)andputintheTNSNAMEStoaccessworkflowsfromthedatabase.
SystemPathforTNSNAMESwillbesomethinglikethis:C:\OraHome\network\ADMIN\tnsnames.ora(Itdependsonhowwhoveinstalledthedatabaseclient)
Putinthetnsnames.orasomethinglikethis:(accordingtothedatabaseinstallation)prod=(DESCRIPTION=
(ADDRESS=(PROTOCOL=tcp)(HOST=abcs.xyz.local)(PORT=1529))
(CONNECT_DATA=(SID=PROD)
))
AfterinstallingtheWorkflowbuilder,followthesesteps:1. WemustknowtheProcessName(WorkflowName)thatyouneedtomakeacopyof.Todothis,youhave
toknowthenameofthemenulikedtoyourresponsibility,andfromthemenugotothefunctionyouwant(SpecialInformationType)thentotheFormTab,youllfindyourworkflowthereunderParameters.
ContacttheDBAandaskforTNSNAMESdetailsforyourinstance
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pAMETranType=SSHRMS&pAMEAppId=800&pProcessName=HR_SIT_JSP_PRC&pItemType=HRSSA&pCalledFrom=HR_SIT_SS&pPersonID=&pFromMenu=Y
2. Afterknowingtheprocessname(workflowname),wewillopentheworkflowbuilderandsearchfortheSpecialInformationprocesssowecouldmodifytheapprovalmethod
Note:DONOTmodifyanypredefinedprocess;insteadCOPYthedesiredprocessandpasteitwithdifferentname(giveit_XXattheendforexample)dothesamewithalltheseededprocess.
WorkflowNamethatyoulluseinworkflowbuilder
Theworkflownameshouldendwith"_JSP_PRC"(theonethatwillbeduplicated)
Connectionaccordingtotheinstance
SelectHR thenPressOK
Presssearchandsearchfortheprocessname,makesurethatyouvecheckedtheDisplayName,InternalNameandAllObjectsthenpresssearch.Itwillthentakeyoutotheprocess
thatyouhavetoCOPY
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3. Followthestepsinthebelowscreenshotsformodificationdetails
Copyandpasteanexistingprocess
Removestheexistingsubprocessandreplacedthemwithnew(copied)supprocessesandrelink
themagainwithsamevalues
TheInternalNameisVERYIMPORTANT.ItisthenlinkedtotheFUNCTIONintheapplication
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NowwearedonewiththeOracleWorkflowbuilder.Asyoucansee,wevemadeallthesestepsto:
a. CreateanewInternalName.Wewillusethisinlinkingbetweenthenewworkflow(process)andtheapplication
b. ModifytheHR_APPROVAL_REQ_FLAGfromNotoYesDynamic
Wedontneedtheworkflowbuilderinanythingelse.
DoubleclickontheREVIEWthengotothe"NodeAttributes"tab
ThenchangetheHR_APPROVAL_REQ_FLAGtoYesDynamic
L Saveyoursettings
WorkflowSetupisDONE
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Createanewfunctionandlinkwithnewworkflow1. LogintotheapplicationandgotoSITfunction(predefined)
2. CreateanewSITfunctionandchangetheparameters
a. ChangeFunctionName,UserFunctionNameandDescription
b. GotothePropertiestabandgivethesamevalues
c. GototheFormtabandchangetheworkflow(process)nameandtheCalledFromparameter,fromtheoldonetotheonewevecreated
Before:pAMETranType=SSHRMS&pAMEAppId=800&pProcessName=HR_SIT_JSP_PRC&pItemType=HRSSA&pCalledFrom=HR_SIT_SS&pPersonID=&pFromMenu=Y
After:pAMETranType=SSHRMS&pAMEAppId=800&pProcessName=HR_SIT_JSP_PRC_XX&pItemType=HRSSA&pCalledFrom=HR_SIT_SS_XX&pPersonID=&pFromMenu=Y
d. GototheWebHTMLtabandchange
From:OA.jsp?akRegionCode=HR_CREATE_PROCESS_TOP_SS&akRegionApplicationId=800&OAFunc=HR_SIT_SS
To:OA.jsp?akRegionCode=HR_CREATE_PROCESS_TOP_SS&akRegionApplicationId=800&OAFunc=HR_SIT_SS_XX
e. Saveyourwork
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LinkthenewfunctionwiththemenuAftercreatingthefunctionandlinkingitwiththenewlycreatedWorkflowprocess,wehavetolinkthisfunctiontotheselfservicemenuweareusing.
1. Gotothedesiredmenu
2. Addthenewfunctionyouvejustcreated
3. Saveyoursettings
8 IMPORTANT:Thesetupisnotdoneyet,ifyoutriedtologinwiththeuserandthenopenthefunction,thesystemwillgiveyouanerror.Youhavetoaddthecustomfunctionto"GlobalSelfServiceFunctionsCustom"menuandsetuptheapprovalprocessintheAME(OracleApprovalManagement).Thisiscoveredbydetailsinthecomingpages.
Error
The selected action is not available. The cause may be related to security. Contact your system administrator to verify your permission level for this action.
Click Home menu or choose a different menu option to navigate out of this page.
LogginginwithoneoftheemployeesUsernameandpassword
NavigationtothecustomizedSpecialInformationTypesfunctionthatis
linkedwiththecustomizedworkflow
ADICOracleSelfServiceHRImplementationSteps
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Addthecustomfunctionto"GlobalSelfServiceFunctionsCustom"menuForcustomfunctionsthathasbeencreatedasacopyofaseededfunction,wehavetoaddthesamefunctiontotheGlobalSelfServiceFunctionCustommenu.Ifwedidntmakethisstem,thefollowingerroronlaunchingthefunctionwillappear.Error:"Theselectedaction isnotavailable.Thecausemayberelatedtosecurity.Contactyoursystemadministratortoverifyyourpermissionlevelforthisaction."CustomfunctionwasnotaddedtoGlobalSelfServiceFunctionsCustommenu.AllSSHRcustomfunctionsneedtobeaddedintothismenu.Thefollowingstepsmustbepreformed:
1. Addthecustomfunctionto"GlobalSelfServiceFunctionsCustom"menu. ApplicationPath:SystemAdministrator>Application>Menu QueryforGlobalSelfServiceFunctionsCustomintheUserMenuName Addthecustomfunction
2. Restartwebserver(PerformStepaorb)a. UsingFunctionalAdministratorresponsibility
i. GototheCoreServices"TAB"ii. CachingFrameworkiii. "Tuning"ontheleftsidebariv. SelectintheApplicationNames"ApplicationObjectLibrary"v. Pressthe"Go"buttonvi. Selectallthecaches(next10,next10,next10,)vii. Pressthe"ClearCache"button
b. RestartApache
ADICOracleSelfServiceHRImplementationSteps
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LinkthenewprocessusingOracleApprovalManagementAfterperformingtheprevioussteps,youhavetotellthesystemthatoncetheuserclicksonthecustomizedSITfunction(theonewecreatedpage28)thetransactionhastogoforapproval.Ifthisstepisntdone,thesystemwillgenerateanerror,sowehavetosetupOracleApprovalManagementtocreatethiscondition.
SettingupOracleApprovalManagement(AME)SettingupResponsibilities
ThissectiongivesastepbystepillustrationofaddingthetwoAMEresponsibilitiestotheuser.1. LoginasSYSADMINuser.2. CreateaNewuseraccountandgiveanappropriateeffectivedate.DoNOTaddanyresponsibility3. Savetherecord
4. SwitchtheresponsibilitytoUserManagementandNavigatetotheUsersfunction
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5. Queryforthenewlycreateduser6. Clickontheupdateactionfromtheresulttable
7. IntheUpdateUserpage,clickontheAssignRolesbutton
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8. Inthesearchwindow,queryforApproval%9. Followingsevenroleswillbedisplayed(theymaybelessthanseven)10. Selectallsevenroles
11. AfterselectingtheRoles,providetheJustificationfortheroleandtheeffectivedate
ADICOracleSelfServiceHRImplementationSteps
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12. Pressapply13. Aftercompletingtheaction,youcanquerybackthesameuserandcanverifythelistofrolesbeing
attachedtotheuserbypressingupdateagain
14. NowswitchtheresponsibilitytoFunctionalAdministrator15. Clickoncreategrantsunderthegrantssubtab
ADICOracleSelfServiceHRImplementationSteps
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16. EnteraGrantNameandprovideaneffectivedate17. NavigatetotheSecurityContextregionandselecttheGranteeTypeasSpecificUser18. IntheGranteefieldselectthenewlycreatedUser19. IntheDataSecurityregionselectAMETransactionTypesastheObject
20. ClickingNextwilltakeyoutotheSelectObjectDataContextpage21. YouhaveadefaultvalueofAllRowsintheDataContextType,leaveitasitis,andnavigatefurther
Makeittodaysdate;dontchangeitbecauseitmaygiveanerrorattheendofsetup
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22. IntheDefineObjectParameterandSelectSetpage,enterAMECallingApplicationsasthevalueintheSetfield
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
ADICOracleSelfServiceHRImplementationSteps
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UsingAMEtocreaterulesAfter settingup theOracleApprovalManagement (AME),nowwe can linkbetween the customizedworkflowwevecreatedintheworkflowbuilderandarule.WeneedtomakearulethatwillenablesupervisorapprovalaftertheusersubmitstheSIT.
Todothis,gettheworkflowname(processname)oftheSITfunctionandputitintheWORKFLOW_PROCESS_NAMEattribute,thenlinkthisattributetoaconditionandthisconditionisthenlinkedtoarule.Aftertheruleistriggeredanactionwillbetaken,thisactiontellsthesystemtotakethistransactionforsupervisorapprovalorperformotheractions.Stepsofdoingso:
1. LoginwithauserthathasAMEresponsibilities(ame_admin)2. GotoApprovalsManagementBusinessAnalystresponsibility
3. TypeinOracleSelfServiceHumanResourcesinSelectTransactionType4. ClickonConditions5. CreateaNewcondition(press"Create")6. Intheattributesearchfor"WORKFLOW_PROCESS_NAME"7. TypeinthenameofyourWorkflow(TakeitfromtheWorkflowBuilderTheoneyoujustcreated)8. PressApply9. Nowgotothe"Rules"tab10. Createanewrule11. EnterRuleDetails12. Pressnext13. Addacondition(Bythisyou'relinkingtheworkflowintheWFbuilderwiththeapplication)14. SelecttheconditionyoujustcreatedandpressContinue15. PressNext16. NowYou'lladdanACTION(Whatwillhappenifthisrulehappensoriftheworkflowistriggered)17. PressNextthenFinish
ADICOracleSelfServiceHRImplementationSteps
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ADICOracleSelfServiceHRImplementationSteps
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Datecantbeinthepast
ADICOracleSelfServiceHRImplementationSteps
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ADICOracleSelfServiceHRImplementationSteps
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Note:AMEcomeswithmanypredefinedactiontypesandactionsforthem.Thepredefinedactiontypescurrentlysupportthreetypesofapprovers:HRemployees(intheHRsupervisoryhierarchy),HRpositions(intheHRpositionhierarchy),andOracleApplications(FND)users.ThepredefinedactiontypesascendtheHRhierarchiesinmanydifferentways.
Preparing to use the Job-Level approval types
Ifyourorganizationplanstouseoneofthejoblevelactiontypes,itmustfirst assignajobleveltoeachjobdefinedinHRMS(thatis,itmustfirstpopulatethe approval_authoritycolumnoftheHRMStableper_jobs).Yourorganization shouldalsohaveabusinessprocessformaintainingjoblevels.
AMESetupisDONE
ADICOracleSelfServiceHRImplementationSteps
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TestingApprovalsofthecustomizedSpecialInformationTypesOkay,weredonewithsettingupandimplementingapprovalsforthecustomizedSITfunctionwevecreated;nowitstimetotestourapprovalprocess.
1. Loginasanemployee(theonethatwecreatedinpage8)
2. GototheEmployeeSelfServiceResponsibility
3. Aswecansee,wenowhavetwoSpecialInformationTypesfunction
a. SpecialInformation(PredefinedFunctionDoesnotsupportapproval)
b. CustomizedForms(AcopyfromtheoriginalfunctionbutwithdifferentparametersApprovaluptotheFirstLevel)
NoApproval Approval
ADICOracleSelfServiceHRImplementationSteps
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4. Wewillusethefunctionthatwecustomizedtocheckfortheapprovalthatwemade
FillinthedetailsthenpressApply
Thisisthenewdata,nowpressNexttogototheReviewpage
ADICOracleSelfServiceHRImplementationSteps
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ThisReviewpage
PressSubmitsothedatacouldbeforapproval
Now,therequesthasbeensenttothedirectapprover
ADICOracleSelfServiceHRImplementationSteps
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Seenextpage
Logginginastheapprovertoseetherequest
Notification/Request
ShortCut
ADICOracleSelfServiceHRImplementationSteps
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Notification/Request
AfterApprovingthetransaction,itwillautomaticallygofromyouactionlist(previouslytherewasonlyoneactionthatweveapproved,sonowtheresnoavailableactions)
NowthedatahasbeentransferredtotheHRtables
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5. LogintotheFormBasedapplicationandcheckthattherequesteddatahasbeentransferredtotheHRtablesafterbeingapproved
TherequesteddatahasbeentransferredtotheHRTablesafterapproval
ApprovalsforSITsisDONE
IncasethedatahasntbeentransferredyetRunrequest:WorkflowBackgroundProcess
FromSystemAdministrator
ADICOracleSelfServiceHRImplementationSteps
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WebPagePersonalizationWhatdoyoudoincaseyouneedtorenameoneofthesegmentsinawebpage,ifyouneedtoaddadescriptiveFlexFieldthatisavailableintheformbasedapplicationbutdoesntappearinyourwebpagelayout,ifyouneedtohidesomesegmentsandshowothers?
All the above requirements and more could be handled using the Oracle Personalization Framework. Its alsoknownaswebpagelayoutcustomization.Thisisnotamoduleoraresponsibilitythatyoucanaddtoyouruser,itsactuallyframeworkthatislinkedtoyouruseraftersettingitup.Itprovidesyouwithadditionallinksonyourwebpagethatwillhelpyouinthepersonalisationprocess.
PersonalizationFramework Enablesconfigurationofselfservicewebpagestomeetbusinessrequirements. Easypointandclickaccesstoconfigurationoptions. Allowsconfigurationsatdifferentlevels:
Developersdefineconfigurationsatthelocalizationlevel Administratorsdefineconfigurationsatsite,responsibilityandfunctionlevels SSHRuserscandefineconfigurationsatuserandportletlevels
ConfigurationOptionswithinthePersonalizationFrameworkBasicColumnProperties
Displayorhidecolumns Changedisplayorderofcolumns Changeflexsettings
AdvancedSettings
Changeprompts Specifyrequiredand/orupdateableflags Specifyadefaultvalue Changetiptype Changetipmessagename Createitems AddingUserInstructions
AdditionalOptionsforTabularRegionsSortSettings
Specifysortcolumns(upto3) Specifysortorder(Ascending,Descending)
QueryConditions
Specifycolumnname,condition,value
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SettingUpOraclePersonalizationFrameworkProfileOptionsforPersonalizationFramework(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
Loginwiththeuserthatyouvelinkedtheaboveprofileoptionstoandyoullfindthepersonalizationlinksaddedautomaticallytohiswebpages.
L IfyouhaveanyproblemslikethepersonalizationlinksdidntappearaftersettinguptheaboveprofileoptionsthanyoumayhavetoClearCache
Clearthecache.HowTo:
Add"FunctionalAdministrator"responsibility(orgodirectlytoitifitsalreadyadded) GototheCoreServices"TAB" CachingFramework "Tuning"ontheleftsidebar SelectintheApplicationNames"ApplicationObjectLibrary" Pressthe"Go"button Selectallthecaches(next10,next10,next10,) Pressthe"ClearCache"button
RestarttheApacheServer
Waituntilitsautomaticallyrefreshed(itwilltakeabout15minutesaccordingtoyourinstance)
OraclePersonalizationFrameworkSetupDONE
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PersonalizationfortheSpecialInformationTypesAsper thecustomersrequirements,notall theSpecial InformationTypesshouldappear in theSelfServicewebapplication.Bydefault,anySITyouaddtoyourbusinessgroupintheformbasedapplicationwillbeaddedtotheselfservicewebbasedapplicationaswell,sowehavetomakesomepersonalizationonthewebbasedSIT.ByusingtheOracleFrameworkPersonalizationfeatureswecanshowonlytheSITsthatwewant,alsowecanshowspecificsegmentswithineachSIT.
SelfServiceSITbeforepersonalization
SelfServiceSITAfterpersonalization
ADICOracleSelfServiceHRImplementationSteps
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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)
2. Totellthesystemthatweonlyneedtheaboverequirements,wehavetowriteitinaspecificformat,theformatisdescribedasfollows:
CodeName(ex:RequestforCertificate/Letter) Followedby:| ThenSegmentName(ex:Designation,TypeofLetterRequred,) Separatewith||incaseyouneedtoaddanotherCode(SIT) Youmustwrite||attheend Donotleavespacesbetweentheseparators|or||andthesegmentname
Doublepipesseparatingonestructurefromanotherandsinglepipesseparatingsegments. ItiscasesensitivesoneedstomatchwhatisintheFelxFieldsetupexactly
Takeallsegments
Take11segments
Take6segments
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Fortheaboveexample,theformatshouldbeasfollows
3. Loginwiththeuserthatcanperformpersonalization(theonethathastheadditionallinksinhiswebpages)
4. Gotothewebpagethatyouneedtopersonalize(forthiscasewellgotothecustomizedSITfunction)
5. AfteropeningtheSIT,clickonthePersonalize"SpecialInformationTypelink
Thiswillbecopiedandpastedinpersonalization
RequestforCertificate/Letter|Designation|TypeofLetterRequred|SalaryInformation|Language|PassportNumber|Purpose|BankName&Address|AccountNumber|PayrollApproval/Comment|EmbassyName|OtherDetails(1)|OtherDetails(2)|OtherDetails(3)|OtherDetails(4)|OtherDetails(5)||ConferenceRequest|DescriptionofConference|ExpextedJobBenefits|ProgramTitle|NumberofDays|ProgramFee|Location|TravelSector|Organizer|Accommodationprovidedbyhost|Ticketprovidedbyhost|Remarks||MedicalReimbursementClaim|TreatementDate|NameofHospital/Clinic|InvoiceNo.|DescriptionofServices|Amount|Remarks||
ADICOracleSelfServiceHRImplementationSteps
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6. IntheSearch,selectFlexintheStylethenpressGo
7. IntheresultyoullfindFlex:KeyFlexforSit,clickpersonalizeforthat
8. Nowcomestheinterestingpart,wewillcopythecodeinpage55andpasteitintheSegmentListinsteadofInheritintherequiredlevel(Imadeitontheresponsibilitylevel)
9. PressShowtomakesurethatyourvaluesareintheResult
10. PresstheApplybutton
11. NowgetbacktoyourSIT,youllfindonlythedatayouverequest(seepage53forscreenshot)
Pastecodehere
PersonalizationfortheSITsDONE
ADICOracleSelfServiceHRImplementationSteps
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EnablingaDescriptiveFlexFieldinawebpageHowtoadd/showaDescriptiveFlexfieldthatappearsintheJavaFormsbutnotintheWebBasedApplication?
WhatwewilldoissomepersonalizationintheWebBasedFunctions.PersonalizingthewebpageisVERYEASYbutyoufirsthavetomakesomesetup
1. SettingUpOraclePersonalizationFramework(seepage50to52)2. Theusershouldbeasystemadministrator
Wewilladd(personalize)aDescriptiveFlexfieldthatappearsintheJavaFormsbutdoesn'tappearintheequivalentWebBasedFunction(InSelfService)
First,aftercompletingtheSelfServicesetupproperly,andafteraddingtheEmployeeSelfServiceResponsibilitytotheuser,you'llopenit
ChoosingtheSelfServiceResponsibility
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Searchforthefunctionyouneedtoworkon We'llpersonalizethe"WorkPreferences"Function
(Becauseitdoesn'tincludethedescriptiveFFasintheJavaFormequivalentfunction,soweneedtopersonalizeittoADDthismissingDFF)
Note:TheWorkpreferenceFunctionintheJavaFormscanbeaccessedfromthefollowingpathApplicationPath:HumanResourcesResponsibility>People>EnterandMaintainSearchforanyEmployeethen:Others(Button)>WorkPreferencesWhenyouopenit,you'llfindthatitcontainsadescriptiveFlexfieldthatwealreadydefineditssegmentsbefore.
WorkPreferencesselfservicefunction
BeforeNoDescriptiveFlexfieldfound,its
notenabled(rendered)
WorkPreferencesSelfServiceFunction
AfterDescriptiveFlexfieldisenabled(rendered)
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Toenable(render)theDFF,wellgotoPersonalizeWorkPreferences
Bydoingthis,youarepersonalizingthecurrentfunction
ChooseFlexfromStylethenpressgo Clickonthepentopersonalize
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IntheRenderChooseTrueinsteadofInherit IntheSegmentListChoosethesegmentsyouwant(seepage5456)orleaveblankforallsegmentsto
appear
PressApply
ValuesBefore
ValuesAfter
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TheDescriptiveFelxfieldisnowdisplayed ClickonReturntoPersonalizationStructureorReturnToApplication
EnablingaDFF is DONE
TheDescriptiveFelxfieldisnowdisplayed
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CommonProblemsIncaseyoucouldntfindthecorrectpersonalizationlinkwhichincludestheFlexfieldyouresearchingfor,orincaseyoudidnt find the Flexfieldwhile searching for it, firstmake sure that youareon the correctwebpage that isrequiredtobepersonalized.Ifyoustillcouldntfindthecorrectpersonalization linkorthedesiredFlexfieldwhilesearching,thenperformthefollowingsteps.
Forexample,intheAbsenceManagementselfservicefunction,weneedtoaddthedescriptiveFlexfieldrelatedtoit,sowewillgotothecorrectwebpagewhichis:ApplicationPath:EmployeeSelfService>AbsenceManagement>CreateAbsence
ClickonthePersonalizePageonthetoprightofthepageinstead Afterthepersonalizationpageisdisplayeddothefollowing
o ChooseCompleteViewo ThenclickonExpandAll
ManuallysearchforyourFelxfieldwithintheprovidedlist Whilesearching,yourFelxfieldwillbeginwithFlex PersonalizeitRenderittoTrue(seeEnablingpage60fordetails)
NoPersonalizeCreateAbsencewasfound
NoDescriptiveFlexfield
NotRendered
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Nowreturntotheapplication,youllfindtheFlexfieldhavebeenaddedsuccessfully
TheFlexfieldhavebeenaddedsuccessfully
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NotifyingtherequestorwithrequeststatusLetssaythat Imanemployee,and Im logging inonselfservice. Ineedtoadd/changeSpecial information(i.e.ConferenceRequest).AfterIperformtherequiredaction,IneedthesystemtonotifymeeitherIvebeenapprovedorrejected.Thereareseveralwaysofdoingthis;oneofthesimplemethodsistoaddtheNotificationsfunctiontothemenuthatthisemployeeisaccessing.Thenotificationfunctionwillenabletheemployeetoseethestatusofhisrequest;evenhehasbeenapprovedorrejectedwithreasoniftheapproverprovidedsuchinformation.
AddingtheNotificationsfunctiontotheemployeesmenu:
GotoSystemAdministratorresponsibility ApplicationPath:Security>Responsibility>Define QueryforSystemAdministrator CopytheMenuNavigatorMenuSystemAdministratorGUI GoApplicationPath:Application>Menu QueryforNavigatorMenuSystemAdministratorGUIintheUserMenuName Youll find the functionunder the WorkflowAdministratorNavigatorMenuwhich isunder Workflow
Administratorsubmenu,soquerythat
FunctionnameisWorkflowAdministratorNotifications Nowgotothemenuthattheemployeeaccessandaddthisfunctiontoit Ifyouloginasanemployee,andclickedonthenewlyaddedfunction,youllseesomethinglikethis Youcanclickonthenotificationfordetails
ADICOracleSelfServiceHRImplementationSteps
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References1. OracleSelfServiceHumanResources
(SSHR4.2)ImplementationGuideRelease11iMay2003
2. OracleApprovalsManagementImplementationGuideRelease12PartNo.B3162202December2006
3. OracleApprovalsManagementImplementationGuideRelease11iPartNo.B2532401May2006
4. ApprovalsManagementResponsibilitiesandSetupsinAME.BAnOracleWhitePaperMay2007
5. OracleSelfServiceHumanResourcesDeploySelfServiceCapabilityGuideRelease11iPartNo.B1352304November2005
6. OracleAcademySelfServicecoursematerial