You can use the Personalization Framework to configure the Review and Confirm pages to suit your requirements. All of the standard Personalization Framework functionality is available to you including the ability to rearrange fields, to insert and edit instructions, and to hide and display fields and regions.
For more information, see the following documentation:
If you configure approvals, users can enter approvals comments in this page. If you are using dynamic approvals , the user can view approvers and pre-approval and post-approval notifiers, and add further approvers and notification recipients.
You can set up the approval properties for a process by changing the activity level attributes for the Review workflow functions.
See: Approvals Overview
If you have enable the Attachments region in the Personalization Framework, users can attach supporting documents to the current transaction. An attachment can be a file, a URL, or text.
If you have enabled the What If region in the Personalization Framework, users can assess the impact of the change on the employee's eligibility for benefits before committing the change or sending it for approval.
Note: The What If feature will only function if you have Oracle Advanced Benefits (OAB) installed.
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The workflow details for this module are listed below:
Common functionality which is used by all processes.
| Process Display Name | Function Activity Display Name | Function Activity Attribute Display Name |
|---|---|---|
| Review Page | HR_DYNAMIC_APPROVAL_LEVEL | |
| Review Page | HR_APPROVAL_REQUIRED_FLAG | |
| Review Page | Confirm Instruction Application Short Name | |
| Review Page | Confirm Save Instruction Name | |
| Review Page | Confirm Send for Approval Instruction Name |
HR_DYNAMIC_APPROVAL_LEVEL:
This attribute is used to specify the number of levels to which this transaction needs to be forwarded for approval 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 attribute for the process for which you have specified the value.
HR_APPROVAL_REQUIRED_FLAG:
This attribute is used to specify whether the current transaction requires an approval. The valid values are:
No: the process does not require approval
Yes: the process requires approval but the dynamic approval user interface will not be shown in the review page. This means that the initiator cannot add additional approvers or notifiers.
Yes - Dynamic Approval: the process requires approval and the dynamic approval user interface will be shown in the review page. The initiator can add additional approvers and notifiers.
Confirm Instruction Application Short Name:
In addition to the standard confirmation message shown in the confirmation page, you can also configure messages 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 Confirm Save Instruction Name and Confirm Send for Approval Instruction Name. You register this message under your custom application.
Confirm Send for Approval Instruction Name:
The text associated with this message name is displayed in the confirmation page immediately after the standard confirmation message. This text is only displayed when the process does not require approval.
The text associated with this message name is displayed in the confirmation page immediately after the standard confirmation message. This text is only displayed when the process requires approval.
Note: You must copy the delivered processes and make changes to the copy. If you make changes to the delivered processes, they will be overwritten when new patches are applied to your system.
See: Configuring Workflow Attribute Values
Review Page
| Region | Tip Type | Message Name |
|---|---|---|
| Additional Information | Instruction | PQH_SS_REVIEW_ATTACH_INT |
| Additional Information | Instruction Text | PQH_SS_REVIEW_ADDL_INFO_INT |
For a list of flexfields for SSHR review pages, please see the corresponding functional descriptions.
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