Practices for Lesson 6:

Workflow, Approvals, and

Notifications

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Practices for Lesson 16: Overview

Distribution
Job Title*

Ownership
The Job Title [list@YourCompany.com?Subject=Practices for Lesson 16: Workflow, Approvals,
and Notifications: EDAG0016.doc] is responsible for ensuring this document is necessary,
reflects actual practice, and supports corporate policy.

Practices Overview
In these practices, you create a custom representative type and create an approval group.

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Practice 1: Creating a Custom Representative Type

Overview
As an implementation consultant, you create a custom representative type and assign it to an
employee

Assumptions

 Time: 20 minutes
 Replace XX with your student number (TL1...TL20) as assigned by your instructor.

Tasks

Sign in and Navigate

1. Sign in as hcm_implXX.

2. Click the Navigator icon.

3. On the Navigator menu under Tools, select Setup and Maintenance to enter the Setup
and Maintenance work area. Ensure that you are on the Overview page All Tasks tab.

Creating a Custom Representative Type

4. In the Name field, enter Manage Assignment Responsibility Lookups.

Location: Overview page, All Tasks tab

5. Click Search.

Location: Search Results window

6. In the Manage Assignment Responsibility Lookups row, click Go to Task.

Location: Manage Assignment Responsibility Lookups window, Per_Responsibility

Types: Lookup Codes section

7. Click the New icon.

Location: New row

8. In the Lookup Code column, enter XXFIT_REP.

9. In the Start Date field, enter 1/1/2001.

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10. In the End Date field, enter 12/31/4712.

11. In the Meaning column, enter XX Health and Fitness Representative.

12. Click Save and Close.

13. In the global Navigator menu, select Person Management.

Location: Search Person page

14. In the Search section Name field, enter Elaine Barnes.

15. Click Search.

16. In the Search Results section, click Barnes, Elaine

17. In the Tasks pane, select Manage Areas of Responsibility under Personal and
Employment.

Location: Manage Areas of Responsibility page

Information:
This page enables you to determine the criteria to select the set of employees who would
have Elaine Barnes as their Health & Fitness representative.

18. Click Create.

Location: Create Area of Responsibility page.

19. In the Responsibility Name field, enter XXResponsibility.

20. In the Responsibility Type field, select XX Health and Fitness Representative.

21. In the From Date field, enter 1/1/2001.

22. In the To Date field, enter 12/31/4712.

23. In the From Last Name field, enter A.

24. In the To Last Name field, enter Z.

Information:
This would ensure that all employees whose last name starts with A to Z would have Elaine
Barnes as their Health & Fitness Representative. In other words, the entire employee
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 population.

25. Click Save

26. Click Submit.

Verification

27. In the Search: People section on the left pane, enter Morgan Stanford.

Location: Search Person page

28. In the Search Results section, click Morgan Stanford.

Location: Manage Person window for Morgan Stanford

29. Click the Restore Pane button on the right of the page.

Location: Work Contacts pane.

30. Review the details in the Work Contacts section to ensure that Health & Fitness
Representative and Elaine Barnes appear in the Type and Name columns respectively.

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Practice 2: Defining an Approval Group

Overview
As an implementation consultant, you will create a new approval group.

Assumptions
 Time: 20 minutes
 Replace XX with your student number (TL1...TL20) as assigned by your instructor.

Tasks

Sign in an Navigate
1. Sign in as hcm_implXX.

2. Click the Navigator icon.

3. On the Navigator menu under Tools, select Setup and Maintenance to enter the Setup
and Maintenance work area. Ensure that you are on the Implementation Project: XX
Workforce Deployment page.

4. Ensure that you have these task lists expanded: Workforce Deployment - Define
Common Applications Configuration for Human Capital Management > Define
Approval Management for Human Capital Management - Manage Approval Groups
for Human Capital Management.

Creating an Approval Group

6. In the Manage Approval Groups for Human Capital Management task row, click Go to
Task.

Location: BPM Worklist, Approval Groups tab

7. Click Create Approval Group icon.

Location: Details window

8. Enter XX NewApprovalGroup in the Name field.

9. Click Save.

10. In the Members section, click the Add Member icon.

Location: Add to Group window.

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11. In the Member field, enter charles.johnson.

12. Click OK.

Location: Members section, Approval Groups tab

13. Repeat steps 10 to 12 to add the following members to your approval group:

kerry.lane
daniel.miller
cheryl.simon

13. Click Save.

14. You can view the new approval group in the Groups pane.

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