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Using HCM 9.1 Delegation with Approval Framework (AWE)

Upcoming live webcasts and recent recordings: Day, Date, 2004 November 16, 2011: OPM Workflows: Getting Workflows To Work Using Event oracle.apps.gml.po.receipt.created As An time p.m. ET Example
Teleconference Access: US & Canada: 888-259-4812

November 16, 2011: PIM Troubleshooting Tracing/Debug

Teleconference Access: November 17, 2011: Oracle Support Detailed Review of VCP North America: xxxx Resources Available from Support
Toll Number: 706-679-4880

November 17, 2011: Campus Solutions 9.0 Student Financials: Password:Toll-Free: Advisor Third Party Contract Enhancements International See DOC#1148600.1 November 17, 2011: Meet the Backroom Boys! Three Advanced Pricing Tools
Password: advisorpg Current Advisor Webcast Schedule DOC#740966.1

International: xxxx

November 17, 2011: PeopleSoft Payroll for North America US Year-End Processing and Annual Tax Reporting November 22, 2011: Creating a New XML Publisher Report Using and Existing EBS Purchasing Report

November 22, 2011: How to resolve your EPM and BI technical Archived Advisor Webcasts Issues faster
DOC#740964.1

November22, 2011: How to resolve your EPM and BI technical Issues faster - US
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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 any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decision. The development, release, and timing of any features or functionality described for Oracles products remains at the sole discretion of Oracle.

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<Insert Picture Here>

Using HCM 9.1 Delegation with Approval Framework (AWE)

Jill Schmidig-DOnofrio and Laurie Thomas Senior Principal Support Technical Engineers

Approval Framework (AWE) 2011 Advisor Sessions

Title Date

Approval Framework (AWE) Basics Overview

Approval Framework (AWE), Configuring to be Site Specific Approval Framework (AWE) Monitoring and Administration Approval Framework (AWE) Notification and Escalation (NEM) Processing Approval Framework (AWE) Email Collaboration Approvals

Sept. 7th
Sept. 21st Oct. 5th Oct. 19th Nov. 2nd

Using HCM 9.1 Delegation with Approval Framework Nov 16th (AWE)
E-AWE: Approval Framework (AWE) 2011 Advisor Session Series PDF Files (Doc ID 1373026.1)
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AGENDA
Understanding Delegations Delegation Terminology Delegation Framework Reviewing Delegation Setup Manage/Administer Delegation Generic Templates AWE Transaction Configuration Notification And Escalation (NEM) Demonstration Additional resources Q&A
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Understanding Delegation
Delegation enables a person to authorize another to serve as his or her representative when working with certain transactions. Used by various HCM products; this presentation demonstrates specifically Absence Management. Can be invoked through Self Service or Administration.

Integrates with the Approval Framework.

Uses Email and Worklist notifications to notify Delegators and Proxies of Delegation itself and pending transactions.
2011 Oracle Corporation Proprietary and Confidential

Delegation Terminology
Delegation: The act of giving one's authority to another user. Delegator: A person that delegates authority to another user. Proxy: A person granted authority to act on behalf of another user. Delegated Authority: The rights and privileges that are given from the delegator to the proxy.

2011 Oracle Corporation Proprietary and Confidential

Delegation Terminology
Delegation Request: A request from the delegator to the proxy to take on delegated authority. Delegation Period: The time range in which the delegated authority is in effect. Delegation Administrator: The system administrator who is responsible for configuring, managing, and maintaining delegated authorities. Revoke: When a delegator withdraws delegated authority.

2011 Oracle Corporation Proprietary and Confidential

Delegation Framework
The delegation framework supports the following types of delegations: Downward delegation of authority to a direct report or another person lower down in the reporting hierarchy. Upward delegation of authority to a manager or another person higher up in the reporting hierarchy. Lateral delegation of authority to a peer either within the same division or in a different division within the reporting hierarchy.

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Delegation Framework
Points to Consider Proxy cannot delegate authority to another user. The Delegation Framework only passes authority over transactions from initial Delegator to initial Proxy. If there is an active delegation in place, the Delegator must revoke authority to redirect to another Proxy.

2011 Oracle Corporation Proprietary and Confidential

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Reviewing Delegation Setup

Review workflow transactions.
Register workflow transactions page

Review permission lists and roles for delegation.

PeopleTools Security components

Define installation settings.

Delegation Installation settings page

Review delegation transactions.

Configure Delegation Transactions page

AWE Configure Transaction Participants

A-Delegate R-Delegate A-Proxy R-Proxy

2011 Oracle Corporation Proprietary and Confidential

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Reviewing Delegation Setup

Reviewing Workflow Transactions

Navigation: Set Up HRMS > Common Definitions > Approvals > Workflow Transactions

Details2 tab is where the Approval Process ID is associated with the Transaction Name. *

*In Absence Management, ensure the Aproval Process ID on the Country Take matches the Approval Process ID on Details 2 page for GP_SS_ABS_APPR_L

2011 Oracle Corporation Proprietary and Confidential

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Reviewing Delegation Setup

Delivered Delegation Workflow Transactions
Navigation: Set Up HRMS > Common Definitions > Delegation > Configure Transactions

TRANSACTION NAME EP_APPRAISAL GP_ABS_MGRSS_BAL GP_ABS_EESS_HIST GP_ABS_EESS_REQ GP_ABS_MGRSS_BAL

TRANSACTION TYPE Approve Initiate Initiate Initiate Initiate

DESCRIPTION
Approve Performance Document.

Employee Absence Balance Employee Absence History Employee Absence Request Manager Absence Balance
Manager Absence History Manager Absence Request

GP_ABS_MGRSS_HIST GP_ABS_MGRSS_REQ

Initiate Initiate

2011 Oracle Corporation Proprietary and Confidential

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Reviewing Delegation Setup

Delivered Delegation Workflow Transactions
Navigation: Set Up HRMS > Common Definitions > Delegation > Configure Transactions

TRANSACTION NAME GP_SS_ABS_APPR_L HR_EE_INF_MGR HR_FULL_PART_CHG HR_LOCATION_CHG HR_PROMOTION

TRANSACTION TYPE Approve Initiate Initiate Initiate Initiate/Approve

DESCRIPTION
Manager Absence Approve

Initiate Employee Information Initiate Change Full/PT Status Initiate Change Location Initiate/Approve Promotion

HR_REPORT_CHG
HR_RETIRE

Initiate/Approve
Initiate

Initiate/Approve Reporting
Change Initiate Retire Employee

2011 Oracle Corporation Proprietary and Confidential

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Reviewing Delegation Setup

Delivered Delegation Workflow Transactions
Navigation: Set Up HRMS > Common Definitions > Delegation > Configure Transactions

TRANSACTION NAME HR_TERM HR_TRANSFER JobOffer JobOpening TL_MSS_EE_SRCH_PRD

TRANSACTION TYPE Initiate Initiate/Approve Approve Approve Initiate/Approve

DESCRIPTION
Initiate Terminate Employee

Initiate/Approve Transfer Approve Job Offer Approve Job Opening Initiate/Approve Promotion
Approve Payable Time Confirm Compensation Proposals

TL_SRCH_APPRV_GRP WCSCompConfirmer

Approve Initiate

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Reviewing Delegation Setup

Delivered Delegation Workflow Transactions
Navigation: Set Up HRMS > Common Definitions > Delegation > Configure Transactions

TRANSACTION NAME WCSCompReviewer WCSCompSubmitter WCS_ECM_AWE_HOME

TRANSACTION TYPE Initiate Initiate Approve

DESCRIPTION
Review Compensation Proposals

Submit Compensation Proposals Compensation Approvals

2011 Oracle Corporation Proprietary and Confidential

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Reviewing Delegation Setup

Defining Delegation Installation Settings

Set Up HRMS > Common Definitions > Delegation > Installation Settings
Only ONE hierarchy may be selected. This applies to ALL delegation requests across the system regardless of transaction type.

PeopleTools > Security > Permissions & Roles > Roles

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Reviewing Delegation Setup

Navigation: SetupHRMS, Common Definitions, Delegation, Configure Transactions

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Reviewing Delegation Setup

Permission Lists and Roles for Delegation
28 delivered Transactions (among various products. Each has a unique Role/Permission List.

PeopleTools Role Permission List

Required to perform Initiate/Request or Approve Transaction Type, for each respective Transaction

2011 Oracle Corporation Proprietary and Confidential

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Manage/Administer Delegation
Navigation: Self Service, Manage Delegation

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Manage/Administer Delegation
Administer Delegation

Navigation: Workforce Administration, Self Service Transactions, Approvals and Delegation, Add Delegation Request

Administrators can manually create Delegation Request on behalf of Delegator

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Generic Templates Delivered With HCM 9.1 Delegation

PeopleTools > Workflow > Notification > Generic Templates
Search %Delegation%

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Generic Templates Delivered With HCM 9.1 Delegation

Manage Delegation Self Service Template Name DelegationAccept Template Description Accept Delegation

DelegationReject
DelegationRequest DelegationRevoke

Reject Delegation
Delegation Request Revoke Delegation

2011 Oracle Corporation Proprietary and Confidential

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Generic Templates Delivered With HCM 9.1 Delegation

Delegation Administration Template Name Template Description

DelegationAdminAdd
DelegationAdminRevoke DelegationError DelegationNotifyAdmin

Admin adds Delegation requests

Admin revokes Delegation Delegation Error Delegation Notify Admin

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Generic Templates Delivered With HCM 9.1 Delegation

Batch Process Template Name DelegationBatch Template Description Batch to send email

HCDL_BATCH program processes all delegation transactions HCDL_BATCH activates all future-dated delegation transactions, activates as of today's date

HCDL_BATCH revokes all delegation requests that have expired as of today's date
HCDL_BATCH searches for inactive proxies For all affected delegation transactions, HCDL_BATCH updates the request status and delegation status as appropriate

HCDL_BATCH also updates proxy navigation security as needed

Run the HCDL_BATCH process on a regular bases, ie Nightly
2011 Oracle Corporation Proprietary and Confidential

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AWE Transaction Configuration

Enterprise Components > Approvals > Approvals > Transaction Configuration

A-Delegate is the Approval Delegate Participant A-Proxy is the Approval Proxy Participant R-Delegate is the Initiate/Request Delegate participant

Participants
2011 Oracle Corporation Proprietary and Confidential

R-Proxy is the Initiate/Request Proxy participant

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Notification And Escalation (NEM) With Proxy

Process Definition, Path Detail

Timeout Options, Use Proxy Checkbox

Transaction Configuration, On Escalation Event, Notification Participant

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D E M O N S T R A T I O N

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Creating Delegation
Self Service > Manage Delegation, Create Delegation Request

Enter Delegation Dates Select Delegation Transactions

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Creating Delegation, continued

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Accepting Delegation
Accept the Submitted Delegation Request

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Roles Assigned to Proxy

PeopleTools, Security, User Profiles, Roles

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Using Delegation

Submit the Transaction

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Using Delegation
Pending Transaction for Proxy on behalf of Delegator

HCM Delegation uses AWE Reassign Functionality behind the scenes

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AWE Foundation for Delegation

HCM Delegation uses AWE Reassign Functionality behind the scenes

Reassignment of Approval from the Monitor Approval Page

2011 Oracle Corporation Proprietary and Confidential

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Review
Overview of HCM 9.1 Delegation Terminology and Delegation Framework Set up of Delegation, Transactions and AWE How to find Permission List for specific Transaction Roles Manage Delegation, Create, Submit, Revoke Delivered Generic Templates for Delegation The batch HCDL_BATCH Process Delegation in Action

AWE Foundation for Delegation

2011 Oracle Corporation Proprietary and Confidential

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Additional Resources
Enterprise HRMS Delegation Framework for HCM 9.0 (Doc ID 747751.1) PeopleSoft HCM 9.1 Time and Labor AWE and Delegation Red Paper (Doc ID 1299685.1) Workflow - Acceptance and Revoking of Delegation Locking the Database. (Doc ID 885964.1) When Delegator Sends the Delegation to Proxy and Proxy Accepts the Delegation, There are Multiple Rows Displayed for Same Transaction and Same Delegator. (Doc ID 1339242.1) PeopleSoft HCM 9.1 - Understanding Compensation Delegations (Doc ID 1134090.1) EAM Proxy not receiving absence request (Doc ID 1348896.1)

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 2011 Oracle Corporation Proprietary and Confidential

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THANK YOU

2011 Oracle Corporation Proprietary and Confidential

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