4

Oracle HCM Cloud Implementation

Workshop for Partners
Release 11

Platform Technology Solutions (PTS)

Oracle Development

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Safe Harbor Statement

The following is intended to outline our general product direction. It is

intended for information purposes only, and may not be incorporated into
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functionality, and should not be relied upon in making purchasing
decisions. The development, release, and timing of any features or
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discretion of Oracle.

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Remote Speakers – Introduction of PTS HCM Instructors

• Shaunine Kinzer • Amit Kumar

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

• Daniel Uehara • Chakradhar Alavalapati

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

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Objectives

After completing this lesson, you should be able to:

• Explain
– Approval Types
– Approval Groups
• Create an approval group

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Approver Types

• Include any number of approvers in the approval sequence.

• Drag and Drop approvers into the approval flow.

Approver Types

Application Approval Management Position Self Auto User

Representative
Roles Groups Hierarchy Hierarchy Approve

HR
Line Manager
Representative

Resource Benefits
Manager representative

Project Union
Manager representative

Regional Payroll
Manager representative

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Employee Supervisory Hierarchy

Set up employees with appropriate jobs and supervisors.

An example of an employee-supervisor approval structure:

Casey Brown
Director

Pat Stock
Manager

Mary Walton
Administrator

• Mary Walton, Administrator Assistant reports to

• Pat Stock, Manager, reports to
• Casey Brown, Director

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Position Hierarchy

• You can use position trees in approvals. An example of a

position hierarchy approval structure:

General Manager

Regional Manager

Store Manager

• Store Manager reports to

• Regional Manager reports to
• General Manager

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Configuring Management and Line Manager Hierarchy
Controls how far up in the
management hierarchy The starting participant in the
approval requests are sent. approval hierarchy.

Specifies an approver above

whom approvals are not
routed.

Contains a list of approval

routes.

Indicates the number of job

levels that are required to
perform the approval action if
Contains a list of approval the rule applies.
participants.

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Approval Groups

• Include a set of users that you configure to act on tasks in

certain pattern.
• Add an approval group to the approval rule.
– You can nest approval groups within approval groups.
• Approval tasks are routed serially to all members of an
approval group.

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Practice 6: Overview

This practice covers the following topic:

• Practice 6-1: Creating an approval group

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Quiz
Q
For positions with more than one position holder, the transaction
is approved by the first position holder to approve.
a. True
b. False

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Summary

• Include any number of approvers in the approval sequence.

• Drag and Drop approvers into the approval flow.
• An approval group includes a set of users that you configure
to act on tasks in certain pattern.
– Depending upon the approver type defined, approval tasks are
routed to all members of an approval group serially.

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