This page (revision-69) was last changed on 26-Nov-2021 10:22 by kparrott

This page was created on 26-Nov-2021 10:22 by JLawler

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Version Date Modified Size Author Changes ... Change note
69 26-Nov-2021 10:22 9 KB kparrott to previous
68 26-Nov-2021 10:22 9 KB jmyers to previous | to last APPROVAL_WIP_REC ==> APPROVAL_WIP_REC(System_Preference)
67 26-Nov-2021 10:22 9 KB JEscott to previous | to last
66 26-Nov-2021 10:22 9 KB JEscott to previous | to last
65 26-Nov-2021 10:22 9 KB JEscott to previous | to last
64 26-Nov-2021 10:22 9 KB JEscott to previous | to last
63 26-Nov-2021 10:22 9 KB JEscott to previous | to last
62 26-Nov-2021 10:22 9 KB JMyers to previous | to last
61 26-Nov-2021 10:22 9 KB JMyers to previous | to last

Page References

Incoming links Outgoing links
APPROVAL PROCESS
APPROVAL PROCESS

Version management

Difference between version and

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Approval Steps
For each Process multiple steps or at a minimum of one step must be defined, sequenced and given a description. For each step approvers and approval records maybe maintained and viewed.
!Approval Steps
For each Process multiple steps or at a minimum of one step must be defined, sequenced and given a description. For each step approvers and approval records maybe maintained and viewed.
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Approvers
Approvers are defined by selecting an Approver Type. Supported Approver types as defined in X_APPROVER_TYPE lexicon are listed below.
!Approvers
Approvers are defined by selecting an Approver Type. Supported Approver types as defined in X_APPROVER_TYPE lexicon are listed below.
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Abbreviation Stored Value
Department Manager 01
Position Manager 02
Assignment Manager 03
First Manager 04
Specified Person 07
Spec List Of People 08
Last Approvers Manager 09
All Managers 10
Approvers may be restricted using a “WHERE_CLAUSE” (IMDAO) to which approval entity they can approve within this process.
||Abbreviation||Stored Value
|Department Manager| 01
|Position Manager| 02
|Assignment Manager| 03
|First Manager| 04
|Specified Person| 07
|Spec List Of People| 08
|Last Approver's Manager| 09
|All Managers| 10
Approvers may be restricted using a “WHERE_CLAUSE” (IMDAO) to which approval entity they can approve within this process.
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Approvers that qualify in the above WHERE_CLAUSE are then assessed for their particular type. (Department Manager, Position Manager, Assignment Manager, Any Manager, Specified Person, Spec List Of People)
The “Manager” types are considered to be off the prime assignment for the identity of the approval entity. Ex: For the PA in the example above. This PA is for specific person. The manager defined on the prime assignment either for department, position, assignment or any person who is a manager at any of the previous levels will qualify as an approver for the above approval step.
The “Specified Person” is the selected identity as the qualified approver the above approval step.
The “List of People” allows all identities in the list as qualified approvers.
Note: People lists that are generated through ep2k can only be used in this selection. These people lists use the “WHERE_CLAUSE” functionality as defined in IMDAO
Approvers that qualify in the above WHERE_CLAUSE are then assessed for their particular type. (Department Manager, Position Manager, Assignment Manager, Any Manager, Specified Person, Spec List Of People)
The “Manager” types are considered to be off the prime assignment for the identity of the approval entity. Ex: For the PA in the example above. This PA is for specific person. The manager defined on the prime assignment either for department, position, assignment or any person who is a manager at any of the previous levels will qualify as an approver for the above approval step.
*The “Specified Person” is the selected identity as the qualified approver the above approval step.
*The “List of People” allows all identities in the list as qualified approvers.
%%information People lists that are generated through ep2k can only be used in this selection. These people lists use the “WHERE_CLAUSE” functionality as defined in [IMDAO]%%
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Approval Records
Approval Records contain such information as the Approval timestamp the Status of the approval The reference ID the approval is for.
When an approval Entity becomes eligible for approval. “Notification approval records” are created. These are approval records with the approval status of “Ready To Be Approved”. There is one record for each identity defined as an approver for the first step of approval. These record in conjunction with work flow can be used to notify approvers of pending approvals.
Once an approval is made (for example a time sheet) an approval record is created for that identity with the appropriate status (approved, not approved, cancelled). At this time the old “notification records” are removed and notification records are created for the next step.
The next step will be determined by a couple of factors. 1. The current step and its next defined step. 2. The step that the approver identity is part of and if that identity is an up to approver. 3. If there are any more steps in the process.
!Approval Records
Approval Records contain such information as the Approval timestamp the Status of the approval The reference ID the approval is for.
When an approval Entity becomes eligible for approval. “Notification approval records” are created. These are approval records with the approval status of “Ready To Be Approved”. There is one record for each identity defined as an approver for the first step of approval. These record in conjunction with work flow can be used to notify approvers of pending approvals.
Once an approval is made (for example a time sheet) an approval record is created for that identity with the appropriate status (approved, not approved, cancelled). At this time the old “notification records” are removed and notification records are created for the next step.
The next step will be determined by a couple of factors.
#The current step and its next defined step.
#The step that the approver identity is part of and if that identity is an up to approver.
#If there are any more steps in the process.
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!Designated Approvers
Approvers may be replaced by a designated approver for a defined time frame or indefinitely for specific approval types known as Designated Approvers in IEMDA. Approvers may also maintain who is designated as an approver in their absence using IEDA.
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Designated Approvers /
Approvers may be replaced by a designated approver for a defined time frame or indefinitely for specific approval types known as Designated Approvers in IEMDA. Approvers may also maintain who is designated as an approver in their absence using IEDA.
Approvers may designate a temporary replacement in two capacities. Either a “Replacement” or an “Alternate” may be defined. Replacement designates relieve an approver of all approval responsibilities starting as of the “From date” and end on the “To date” starting at 12am on the date specified. If these dates are left blank (null) the beginning of time and end of time are assumed respectively. When an alternate is defined all responsibilities are shared by the specified person and the original approver.
Approvers may designate a temporary replacement in two capacities. Either a “Replacement” or an “Alternate” may be defined. Replacement designates relieve an approver of all approval responsibilities starting as of the “From date” and end on the “To date” starting at 12am on the date specified. If these dates are left blank (null) the beginning of time and end of time are assumed respectively. When an alternate is defined all responsibilities are shared by the specified person and the original approver.
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Both types of replacements may be specific to a certain type of approval.
Ex: a Manager may be away for a vacation and time sheets may need to be reviewed during that time frame so an alternate or replacement may be assigned specifically to “Time Sheets”. If there was a salary review during that time, it would remain the responsibility of the original manager to approve.
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Both types of replacements may be specific to a certain type of approval.
Ex: a Manager may be away for a vacation and time sheets may need to be reviewed during that time frame so an alternate or replacement may be assigned specifically to “Time Sheets”. If there was a salary review during that time, it would remain the responsibility of the original manager to approve.
When responsibility is transferred from the approver to the designate for a replacement, all approval records previously created for notification are moved from the approver to the designate when the new designate record is saved. This will cause work flow, all approver screens and self service splash “to do” lists to now be full for the existing approvals previously required for the approver. Any new approvals required will create new approval records for the designate and the original approver will not be notified.
Alternate designates will have a copy of the approval records created for them and the original approver will retain all existing approval records. Both the alternate and approver will receive notification of new pending approvals.
The maintenance of the approval records as described above will be limited to the specified approval types. If none are listed all approval records will be subject to this maintenance.
Approval Process And Approver Where clauses
A where clause may be defined in IMWC or IMDAO.
/
Once a where clause is defined it may be used to control what gets approved and by whom when using it at two levels. The first is by the approval process itself and the second is by each approver. In both cases the where clause must be relative to the approval entity as the base table.
When responsibility is transferred from the approver to the designate for a replacement, all approval records previously created for notification are moved from the approver to the designate when the new designate record is saved. This will cause work flow, all approver screens and self service splash “to do” lists to now be full for the existing approvals previously required for the approver. Any new approvals required will create new approval records for the designate and the original approver will not be notified.
Alternate designates will have a copy of the approval records created for them and the original approver will retain all existing approval records. Both the alternate and approver will receive notification of new pending approvals.
The maintenance of the approval records as described above will be limited to the specified approval types. If none are listed all approval records will be subject to this maintenance.
!Approval Process And Approver Where clauses
A where clause may be defined in IMWC or IMDAO.
Once a where clause is defined it may be used to control what gets approved and by whom when using it at two levels. The first is by the approval process itself and the second is by each approver. In both cases the where clause must be relative to the approval entity as the base table.
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Approval User Interfaces
!Approval User Interfaces
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Approval Bar
__Approval Bar__
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The approval bar menu also provides the same type of dialog for Decline with comments and Send back with comments.
The approval bar menu also provides the same type of dialog for Decline with comments and Send back with comments.
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The last part of the approval bar is the information icon located to the immediate right of the approval bar. When clicked this action displays a view only dialog showing a record representation of the existing state of the approval proceeds based on the current approval records. Details shown include Date and time of the approval record creation, Step sequence, Status of the approval record, Approver Type, The identity for which the approval record was created, and optional comments made by an approver. These details may be viewed with more detail by day in DDAPR (see the Approval Screens section below) This dialog is based on the form (function) MDAPR.
The last part of the approval bar is the information icon located to the immediate right of the approval bar. When clicked this action displays a view only dialog showing a record representation of the existing state of the approval proceeds based on the current approval records. Details shown include Date and time of the approval record creation, Step sequence, Status of the approval record, Approver Type, The identity for which the approval record was created, and optional comments made by an approver. These details may be viewed with more detail by day in DDAPR (see the Approval Screens section below) This dialog is based on the form (function) MDAPR.
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Approval Action Button
The second type of interface is simply an action button located on various forms. The approval screens list below includes the type of action GUI provided.
__Approval Action Button__
The second type of interface is simply an action button located on various forms. The approval screens list below includes the type of action GUI provided.
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Approval Screens
!!Approval Screens
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IDAP –
Used to create approval processes, steps, approvers and to view approval records.
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IDVAP -
Used to View approval records which are “ready to be approved” indicating an approval process waiting approval. This will show all the identities for each step which could actually make the approval.
!IDAP –
Used to create approval processes, steps, approvers and to view approval records.
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IDVAR -
Used to view approval details and approve if the user has approval rights. This function is dynamic and displays different details specific to the approval entity. The example below is for a personnel action.
!IDVAP -
Used to View approval records which are “ready to be approved” indicating an approval process waiting approval. This will show all the identities for each step which could actually make the approval.
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DDAR -
Details of approvals and notifications may be viewed by day.
!IDVAR -
Used to view approval details and approve if the user has approval rights. This function is dynamic and displays different details specific to the approval entity. The example below is for a personnel action.
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!DDAR -
Details of approvals and notifications may be viewed by day.
The following functions have an approval bar or approval action button where an approval may be made.
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The following functions have an approval bar or approval action button where an approval may be made.
Product Function Function Description / Menu Label GUI
AT IAAL Maintain Leave Records Approval Bar
AT IALC Certify Leave Records Approval Bar
AT WMALP Review Employee Leaves Approval Bar
BE IBEL Process Benefit Elections Approval Bar
BE IBPOE Process Employee Benefit OE Elections Approval Bar
CM IDPS Define Positions Approval Bar
CM WADAR Process Personnel Actions Approval Bar
CM WADARH View Personnel Actions History Approval Bar
CM WADATS Approve Time Action Button
CM WMDAR Review Personnel Actions Approval Bar
CM WMDARH View Personnel Action History Approval Bar
CM WVDALR Approve Leave Requests Approval Bar
CM WVDAR Approve Personnel Actions Approval Bar
CM WVDARH View Personnel Action History Approval Bar
CM WVDATS Approve Time Approval Bar
CP ICDA Plan Development Activities Approval Bar
CP ICDP Establish Development Programs Approval Bar
CP ICPD Maintain Personal Development Profile Approval Bar
CP ICRS Define Courses Approval Bar
CP ICRSC Maintain Class Schedules Approval Bar
CP ICRSE Maintain Class Registrations Approval Bar
CP WACAT Process Training Requests Approval Bar
CP WMCAT Review Training Requests Approval Bar
CP WMCATH View Training Request History Approval Bar
CP WVCAT Approve Training Requests Approval Bar
CP WVCATH View Training Request History Approval Bar
HR PEAL Maintain Aliases (using PA's) Approval Bar
HR PEAS Maintain Assignment Info (using PA's) Approval Bar
HR PECL Process Classification Changes (using PA's) Approval Bar
HR PECMP Process Compensation Changes (using PA's) Approval Bar
HR PECT Maintain Employee Contacts (using PA's) Approval Bar
HR PEEI Maintain Employment Info (using PA's) Approval Bar
HR PEID Maintain Identity Info (using PA's) Approval Bar
HR PEMT Maintain Military Info (using PA's) Approval Bar
HR PEPI Maintain Personal Info (using PA's) Approval Bar
HR PEPP Maintain Property Info (using PA's) Approval Bar
HR PEPR Process Promotions (using PA's) Approval Bar
HR PEST Maintain Employee Statistics (using PA's) Approval Bar
HR PESTT Process Status Changes (using PA's) Approval Bar
PR IPTR Maintain Pay Transactions Approval Bar
PR IPTRB Balance Pay Transactions Approval Bar
PR IPTS Enter Employee Time Sheets Action Button
PR IPTS Maintain Employee Time Sheets Action Button
PR MPPBT Dialog Approval Bar
PR PPPM Maintain Payment Method Info (using PA's) Approval Bar
PR PPRLC Maintain CDN Tax Filing Info (using PA's) Approval Bar
PR PPRLU Maintain US Tax Filing Info (using PA's) Approval Bar
PR WAPTE Manage Time Collection Hours Action Button
PR WAPTS Manage Time Cards Action Button
PR WEPTE My Time Collection Hours Action Button
PR WMPCTC Review Employees Time Cards - Calendar View Action Button
PR WMPTS Review Time Cards Action Button
PR WVPTE Manage Time Collection Hours Action Button
PR WVPTS Approve Time Cards in Detail Action Button
RE IRAS Prepare Assessments Approval Bar
RE IRCA Maintain Candidate Profiles Approval Bar
RE IRPO Maintain Postings Approval Bar
RE IRPOA Approve Postings Approval Bar
RE WARPO Maintain Postings Approval Bar
RE WRRAP View Applications By Posting Approval Bar
RE WRRMCA Maintain Candidate Profiles Approval Bar
SA ISPA Maintain Personnel Actions Approval Bar
SA ISPF Balance Pay for Performance Increases Action Button
SA ISRV Record Performance Reviews Approval Bar
SA MSSPA Dialog Action Button
SA WMSRV Review Employee Appraisals Approval Bar
SA WVSRV Approve Performance Appraisals Approval Bar
TS ITAPC Approve Clock Adjustments Approval Bar
TS WATAPC Authorize Punch Changes Approval Bar
TS WATTS Manage Time Sheets Action Button
TS WATTX Manage Time Collections Action Button
TS WMTAPC Authorize Punch Changes Approval Bar
TS WMTTS Review Time Sheets Action Button
TS WVTAPC Authorize Punch Changes Approval Bar
TS WVTSH Approve Employee Time and Exceptions Action Button
TS WVTTS Approve Time Sheets in Detail Action Button
TS WVTTSH View Time Sheet History Action Button
TS WVTTX Manage Time Collections Action Button
||Product||Function||Function Description / Menu Label||GUI
|AT |IAAL| Maintain Leave Records| Approval Bar
|AT| IALC| Certify Leave Records |Approval Bar
|AT| WMALP| Review Employee Leaves |Approval Bar
|BE| IBEL |Process Benefit Elections| Approval Bar
|BE| IBPOE| Process Employee Benefit OE Elections| Approval Bar
|CM| IDPS |Define Positions| Approval Bar
|CM| WADAR| Process Personnel Actions| Approval Bar
|CM| WADARH| View Personnel Actions History| Approval Bar
|CM| WADATS| Approve Time| Action Button
|CM| WMDAR| Review Personnel Actions| Approval Bar
|CM| WMDARH| View Personnel Action History| Approval Bar
|CM| WVDALR| Approve Leave Requests| Approval Bar
|CM| WVDAR| Approve Personnel Actions| Approval Bar
|CM| WVDARH| View Personnel Action History| Approval Bar
|CM| WVDATS| Approve Time |Approval Bar
|CP| ICDA| Plan Development Activities| Approval Bar
|CP| ICDP| Establish Development Programs |Approval Bar
|CP| ICPD| Maintain Personal Development Profile| Approval Bar
|CP| ICRS| Define Courses| Approval Bar
|CP| ICRSC| Maintain Class Schedules| Approval Bar
|CP| ICRSE| Maintain Class Registrations| Approval Bar
|CP| WACAT| Process Training Requests| Approval Bar
|CP| WMCAT| Review Training Requests| Approval Bar
|CP| WMCATH| View Training Request History| Approval Bar
|CP| WVCAT| Approve Training Requests| Approval Bar
|CP| WVCATH| View Training Request History| Approval Bar
|HR| PEAL| Maintain Aliases (using PA's)| Approval Bar
|HR| PEAS| Maintain Assignment Info (using PA's)| Approval Bar
|HR| PECL| Process Classification Changes (using PA's)| Approval Bar
|HR| PECMP| Process Compensation Changes (using PA's)| Approval Bar
|HR| PECT| Maintain Employee Contacts (using PA's)| Approval Bar
|HR| PEEI| Maintain Employment Info (using PA's)| Approval Bar
|HR| PEID| Maintain Identity Info (using PA's)| Approval Bar
|HR| PEMT| Maintain Military Info (using PA's)| Approval Bar
|HR| PEPI| Maintain Personal Info (using PA's)| Approval Bar
|HR| PEPP| Maintain Property Info (using PA's)| Approval Bar
|HR| PEPR| Process Promotions (using PA's)| Approval Bar
|HR| PEST| Maintain Employee Statistics (using PA's)| Approval Bar
|HR| PESTT| Process Status Changes (using PA's)| Approval Bar
|PR| IPTR| Maintain Pay Transactions| Approval Bar
|PR| IPTRB| Balance Pay Transactions| Approval Bar
|PR| IPTS| Enter Employee Time Sheets| Action Button
|PR| IPTS| Maintain Employee Time Sheets| Action Button
|PR| MPPBT| Dialog Approval Bar|
|PR| PPPM| Maintain Payment Method Info (using PA's)| Approval Bar
|PR| PPRLC| Maintain CDN Tax Filing Info (using PA's)| Approval Bar
|PR| PPRLU| Maintain US Tax Filing Info (using PA's)| Approval Bar
|PR| WAPTE| Manage Time Collection Hours| Action Button
|PR| WAPTS| Manage Time Cards| Action Button
|PR| WEPTE| My Time Collection Hours| Action Button
|PR| WMPCTC| Review Employees Time Cards - Calendar View| Action Button
|PR| WMPTS |Review Time Cards| Action Button
|PR| WVPTE| Manage Time Collection Hours| Action Button
|PR| WVPTS| Approve Time Cards in Detail| Action Button
|RE| IRAS| Prepare Assessments| Approval Bar
|RE| IRCA| Maintain Candidate Profiles |Approval Bar
|RE| IRPO| Maintain Postings| Approval Bar
|RE| IRPOA| Approve Postings| Approval Bar
|RE| WARPO| Maintain Postings| Approval Bar
|RE| WRRAP| View Applications By Posting| Approval Bar
|RE| WRRMCA| Maintain Candidate Profiles| Approval Bar
|SA| ISPA| Maintain Personnel Actions| Approval Bar
|SA| ISPF| Balance Pay for Performance Increases| Action Button
|SA| ISRV| Record Performance Reviews| Approval Bar
|SA| MSSPA| Dialog Action Button|
|SA| WMSRV| Review Employee Appraisals |Approval Bar
|SA| WVSRV| Approve Performance Appraisals| Approval Bar
|TS| ITAPC| Approve Clock Adjustments| Approval Bar
|TS| WATAPC| Authorize Punch Changes| Approval Bar
|TS| WATTS| Manage Time Sheets| Action Button
|TS| WATTX| Manage Time Collections| Action Button
|TS| WMTAPC| Authorize Punch Changes |Approval Bar
|TS| WMTTS |Review Time Sheets |Action Button
|TS| WVTAPC| Authorize Punch Changes| Approval Bar
|TS| WVTSH| Approve Employee Time and Exceptions| Action Button
|TS| WVTTS| Approve Time Sheets in Detail| Action Button
|TS| WVTTSH| View Time Sheet History|Action Button
|TS| WVTTX |Manage Time Collections|Action Button
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DEFAULT FUNCTIONALITY
Empty Approvers
When an approval process has been initiated each step is displayed in the approval bar which is visible in certain approval screens. Approvers who qualify for approval by the where clause will be notified of a pending approval to be made. After such approval the next step is assessed for the current approvers. If the next step is lacking approvers from either an empty definition or the defined approver is disqualified via a where clause that empty step is ignored.
When a step is ignored it will not show in the approval bar or have approval notification records created. It will appear as if the approval process did not have that step defined. When the empty step is the last step in the process the last approval made will be considered final approval and the approval entity will be updated to the “approved” stage.
Example:
Approval Process – Where clause = PEAS Personnel Actions only.
Step 1, Approver = Department Manager (no where clause)
Step 2 , Approver = HR personnel Specific person ( Where Clause – where wage Scale/Step is the last step sequence 3)
The assignment manager creates a new Personnel Action for a salary increase in PEAS for a salary increase to the next step. (2 of 3)
!!DEFAULT FUNCTIONALITY
!Empty Approvers
When an approval process has been initiated each step is displayed in the approval bar which is visible in certain approval screens. Approvers who qualify for approval by the where clause will be notified of a pending approval to be made. After such approval the next step is assessed for the current approvers. If the next step is lacking approvers from either an empty definition or the defined approver is disqualified via a where clause that empty step is ignored.
When a step is ignored it will not show in the approval bar or have approval notification records created. It will appear as if the approval process did not have that step defined. When the empty step is the last step in the process the last approval made will be considered final approval and the approval entity will be updated to the “approved” stage.
Example: Approval Process – Where clause = PEAS Personnel Actions only.
*Step 1, Approver = Department Manager (no where clause)
*Step 2 , Approver = HR personnel Specific person ( Where Clause – where wage Scale/Step is the last step sequence 3)
*The assignment manager creates a new Personnel Action for a salary increase in PEAS for a salary increase to the next step. (2 of 3)
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!Approver Options
Approvers may be defined with fours options. These options are “up to approval”, “allow send back”, “allow decline” and “allow change”. Only applies to a second level of approval or higher. Once that level of approval is reached the approver will be notified of the pending approval. At that time the approver now has three possible actions to make.
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Approver Options
Approvers may be defined with fours options. These options are “up to approval”, “allow send back”, “allow decline” and “allow change”. Only applies to a second level of approval or higher. Once that level of approval is reached the approver will be notified of the pending approval. At that time the approver now has three possible actions to make.
This page (revision-69) was last changed on 26-Nov-2021 10:22 by kparrottTop