This page (revision-61) was last changed on 26-Nov-2021 10:22 by kparrott

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

Only authorized users are allowed to rename pages.

Only authorized users are allowed to delete pages.

Page revision history

Version Date Modified Size Author Changes ... Change note
61 26-Nov-2021 10:22 5 KB kparrott to previous

Page References

Incoming links Outgoing links
APPROVALS
APPROVALS

Version management

Difference between version and

At line 1 changed one line
The Approval Process begins as soon as an employee (or other person) "submits" a transaction. Approvals may be done in Professional or Self Service, by managers and/or administrators. Supervisors who log into the Manager Self-Service module can view and approve transactions initiated by their employees. Administrators who log into Professional or Self Service can view and approve transactions initiated by the employees they are authorized for.
Pages referencing Approvals
*[MSS_APPROVALS]
*[WP-APPROVALS]
*[WP-APPROVALS_ON_POSITIONS]
*[APPROVALS IN OPEN ENROLLMENT]
*[APPROVAL RECORDS]
*[WP-APPROVAL_IMPROVEMENTS]
*[NEW APPROVAL FUNCTIONALITY]
*[APPROVAL PROCESS]
*[APPROVERS]
*[MSS_APPROVAL_LEVELS]
*[POSITION APPROVAL SET UP]
*[APPROVAL BAR]
*[NEW APPROVAL BAR (PROFESSIONAL)]
*[NEW APPROVAL BAR (SELF SERVICE)]
*[APPROVE_CANCEL_TRAINING_REQUEST]
*[APPROVE_CANCEL_PA]
*[DPS_APPROVAL_REQD]
*[DRV_APPROVAL_COMMENTS]
At line 3 changed 6 lines
!Defining Approval Processes
The Approval Process definitions identify which transactions require approval, the authorized [approvers|APPROVERS] and the levels of approval required.
*[Approval Processes|APPROVAL PROCESS] are user defined on the [IDAP] form.
*[Approvers|APPROVERS] must be defined and associated to an approval process.
*[Designated Approvers|DESIGNATED APPROVERS] are an approver's alternate approver and are defined in [IEDA] and [IEMDA].
*[Where Clauses for Approvers & Approval Processes|WHERE CLAUSES IN APPROVALS] may be defined in [IMDAO] or [IMWC] to filter approval processes or approvers for specific functions.
*[BASIC ONE STEP OE APPROVAL]
*[MULTI STEP OE APPROVAL]
At line 10 changed 55 lines
!Approval Functionality
*Approval User Interfaces - Approvals may be made using two different types of interfaces. The most common interface is the approval bar and the second is the approval action button.
**Approval Bar
***The approval bar is a graphical representation with added features to see the state of the approval process.
***For more information on the approval bar please read the [Approval Bar|APPROVAL BAR] page.
**Approval Action Button
*** The approval action button simply makes an approval with available optional comments.
**The [Approval Bar and Approval Action Button Functions|APPROVAL BAR AND BUTTON FUNCTIONS] page provides a list of the functions with either an approval bar or approval action button.
*[Approver Options|APPROVER OPTIONS]
*[Approvals on Positions|APPROVALS ON POSITIONS]
*[Approval Records|APPROVAL RECORDS]
*[Approval Stages|APPROVAL STAGES]
*[Empty Approvers|EMPTY APPROVERS]
*[Generic Approvals|GENERIC APPROVALS]
*[List of Approval Screens|APPROVAL SCREENS]
*[Approval Administrator|APPROVAL_ADMINISTRATOR]
!Improvements to Approvals
The approval functionality has recently undergone some improvements to make it more user friendly and compact. These changes will be included in the 4.07.00 and above releases of Personality; they will not be included in the back ports. The new approval bar is only supported in Internet Explorer 7 and in Firefox, it is not supported in prior versions of IE. Some of the recent changes are:
Some of the recent changes are:
*New [approval bars|APPROVAL BAR] in both Professional and Self Service interfaces
**Redesigned to be more compact
**Added a new approval information dialog
**Added ability to quickly approve via a single click of a mouse
**A pop up menu for approval actions is displayed when right mouse click on the approval bar
**Added ability to display a list of previous comments made for each approval step
*Context information of the record will show in place of the approval bar when an approval entity is not within the approval process
*Changes were made to the [Options available for an Approver|APPROVER OPTIONS]
**New option to allow or disallow the ability to decline
**New option to allow or disallow the ability to send back an approval
*[Processing PA's in WVDAR/WVDARH|PROCESSING PA IN WVDAR WVDARH]
New changes with the 4.09.00 release include the following:
*New abilities to update outstanding approval records for approval processes
**A new [Maintain Approval Records|ACT_MAINTAIN_RECORDS] button has been added to [IDAP]. This button allows the user to update any outstanding approval records with any changes that may have been made to the approval process. If the approval process has been changed in any way this button __should__ be pressed.
**A new function called [UDAP] has been created to update outstanding approval records. This function has the same logic as the [Maintain Approval Records|ACT_MAINTAIN_RECORDS] button in [IDAP], it is just in a report update format. The [UDAP] should be scheduled to run every day (preferably early in the morning i.e between midnight and 7am) to ensure that any changes made to approval processes and designated approvers will be picked up and applied to any outstanding approval records.
*Start and End dates are now properly respected. A Process may have a “Start” and “End’ date where it will be considered to be “effective”. If the current approval entity’s AS_OF_DATE falls either between dates if both given, after the start if the end date is not provided or before the end date if the start date is not provided.
*A new [Approval Status|X_APPROVAL_STATUS] has been added called Future Approval. There are 2 types of Future Approvals.
**One is for records in a stage ‘Waiting Approval’, where the record has already entered an approval process and whose approver does not have [UpTo approval|UP_TO_APPROVAL].
**The second type is to indicate any items (ie: PAs or TS) that ‘may’ enter an approval process, such as new unsubmitted time sheets or pending PAs. This type of Future Approval is optional and is controlled by the site preference [APPROVAL_WIP_REC(System_Preference)] defined in [IMST]. Each table where approvers may need to see what they ‘may’ have to approve in the near future may be defined. For example a client may define PTS and SPA as preference values.
!Approval How To's
*[How to Approve or Cancel a Training Request|HOW TO APPROVE CANCEL TRAINING REQUEST]
*[How to Approve or Cancel a Personnel Action|HOW TO APPROVE OR CANCEL A PERSONNEL ACTION|HOW TO APPROVE OR CANCEL A PERSONNEL ACTION]
!Approval FAQs
For a list of Approval Frequently Asked Questions see page [FAQ-APPROVALS]
----
![Notes|Edit:Internal.APPROVALS]
[{InsertPage page='Internal.APPROVALS' default='Click to create a new notes page'}]
*[IDAP]
*[IEDA]
*[IEMDA]
This page (revision-61) was last changed on 26-Nov-2021 10:22 by kparrottTop