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Approval Rules

Configure and Customize Approval Rules in Oracle Fusion

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Approval Rules in Oracle Fusion

In oracle fusion there are some process which already have approval rules associated with them. Since the approval path varies from organization to organization you have the flexibility to modify seeded approval rules. In this article we will explain how can you modify/attach your own custom approval rules with Termination process.

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For example lets understand that our organization need is to associate approval rules with termination process. Whenever a termination is submitted it should go to two level of manager hierarchy approval. However, if the approval is submitted by a person “Mr. Xyz” it should no go for any approval (auto approval)

Setup Approval rules for termination

1. Login to application and search for the task “Define Approval” and click on Go to Task against Manage Approval Transactions for Human Capital Management as shown in the screen below

Approval Rules in Oracle Fusion

 

2. In the next screen search for the task “Terminate” and then click on tab “Configure” under column Rules.

Approval Rules in Oracle Fusion

 

3. In the next screen you will see the seeded on custom rule associated with the termination process. You may see different approval rules in your instance than one given below here.

Approval Rules in Oracle Fusion

 

4. For now highlight/click on TerminationRule oval and it will enable the plus icon (ad new rule on the top). Click on that and it will add one more oval/rule. highlight/click on this new rule and at the bottom (Rule: Line Management Approval) give name to your rule, without space, for example “AviHRRep”. Once done click on “Configure Rule Conditions”

Approval Rules in Oracle Fusion

 

5. This will bring another pop-up screen where you actually define your conditions. Now highlight/click on “1==1” box and then you will see some additional options enabled at the top, click on AND icon 

Approval Rules in Oracle Fusion

 

6. Now highlight/click on this newly create AND oval. Once again at the top you will see the option to click on Expression (Add New Expression to the Right of the Selected Node). From select Attribute select transactionApprovalRequest » Requester

Approval Rules in Oracle Fusion

 

7. Select equalsIgnoreCase in the next field, enter a value in the next filed and finally enter the User.Name in the last filed for whom no approval is required (Auto approval for Mr. Xyz). Remember you need to select the User Name (login) not the Person Name. Once done click on OK

Approval Rules in Oracle Fusion

 

8. Once you click “OK” you will again come back to “Manage Approval Rules: Terminate” screen. Now from your right hand side under Approvers  select the “Self Auto Approver” and drag and drop it open THEN (which if for AviHRRep). If drag and drop doesn’t work first Highlight the Then rectangle and Add Approver Participant green plus icon that is part of the Self Auto Approve selection.

Note : If something goes wrong you can make use of the Undo Redo options available at the top

Approval Rules in Oracle Fusion

 

9. So far we have created a rule for Mr. Xyz so that when he is terminating any worker system will not go far approval. Now we also need to add another rule for rest of employees so when they are terminating any worker it should go for two level of manager hierarchy approval.

Before we add another rule make sure you have only one rule “AviHRRep” associated now. Please delete any other rules if you have any. To delete the rule just highlight that rule/oval and click on the red cross (delete icon).

By now your screen should exactly look as it is shown below (Rule name may digger)

Approval Rules in Oracle Fusion

 

10. Now please follow the step 4 and this time give the rule name “Other

Approval Rules in Oracle Fusion

 

11. Now please follow the steps 5, 6 and once again to add a news condition as follows. This time “!=” operator is selected instead of “equalsIgnoreCase” but same User Name. Once done click on OK to go back  Manage Approval Rules: Terminate screen

Approval Rules in Oracle Fusion

 

12. Now please follow the step 8 but this time select Management Hierarchy from the Approvers list and link with new condition Other (THEN) Your screen should look like as follows.

Approval Rules in Oracle Fusion

 

13. Now click/higlight on Management Hierarchy box and enter the details under section Management Hierarchy as follows

  • Action Type : Approval Required
  • Route Using : Line Manager
  • Approval Chain of : Requestor
  • Start With : Manager
  • Number of Levels : 2
  • Top Approver : User
  • User Name  : <User Name of Top Approver >

Approval Rules in Oracle Fusion

 

14. Once you enter all details click on  Submit. To verify setup is working first login with “Mr. Xyz” account and try to terminate any worker, it should not go for any approval. Now login as any other user and try to terminate any worker, this time system should look for two level of approval.

Additional Resource for Approval Rules

Please see the below oracle note id in case it is of any help

 

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