Approval for TLGroupSingleStageSome for Reported Time
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Transcript of Approval for TLGroupSingleStageSome for Reported Time
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DESCRIPTION: ETL9.1: Setup for Approval by TL for Reported Time STEPS & SCREEN SHOTS For the approvals the following roles is a must
1) TL Approval AdministratorTL Approval Administrator This role provides access to the CAPTURE_TIME_AND_LABOR, EOAW_APPROVAL_WORKFLOW, and ROLE_MANAGER roles to set up and manage Time and Labor approvals.
2) EOAW_ADMINISTRATOREOAW_ADMINISTRATOR This role is the default role for Enterprise Components Approval Framework.
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1 Approvals Setup Center – Transaction Registry – No changes are recommended
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2 Approvals Setup Center – Transaction Configuration
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3 Approvals Setup Center – Workflow Transactions
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4 Approvals Setup Center – Generic Templates
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5 Setup Requirements for Approval – Define URL Identifier for TL_APPROVALS
This address is the URL on your browser when you have logged into PeopleSoft upto the database name and must end with a forward slash ‘/’.
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6 Set Workflow Defaults ( userid – HCR_WFADMIN)
7 Set User Profile attributes for each user (it is important to make sure user profile to EMPLID link is distinct.
A. Define Email Address – Supervisor KU0042
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B. Select the Routing Preferences on the Workflow page
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C. Establish Roles
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8 SMTP Settings – (X:\BLD\GSC\H910\ORA\H910GX0E\appserv\H910GX0E) – psappsrv.cfg
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9 Clone TLGroupMultiStageAll to TLGroupSingleStageSome and remove the Stage 2:
Click on Details on the Step 1 Path 1and select Some Approvers Required and Set Number of Approvers Required to 1
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10 Workgroup (KUWRKGRP19 – TLGroupSingleStageSome) .
Associate Approval Definition to Employee’s Workgroup
Approval Group
Group Definition
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11.
TL-APPR Group Setup
Approvers – All members on this group are approvers
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12.
Maintain Time Reporter Data for employee
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13 Login as the employee (KU0035)
14 Enter time for week for employee and submit
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15 Approval Monitor
Click on Multiple Approvers:
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16 Login as HCRUSA_KU0042
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17 Worklist
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18 Approve Reported Time Page
.
Email notifications sent to manager.
19.
Query all Table PS_TL_APP_HDR
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20 PS_TL_APP_RPT_LINE
21 TL_APP_RPTD_XRF
22 TL_RPTD_TIME