PeopleSoft Learning

Setup and configure workflow

1) Main Menu > Set Up HRMS > Common Definitions > Approvals > Register Transaction ----- Create Approval Process ID (Cross refernce table , Header table , App class ,Approval compoent is defined).

2) Main Menu > Set Up HRMS > Common Definitions > Approvals > Setup Process Definitions ----Create Definiation ID for the Process ID, Definaiton Criteria ,Stages ,paths ,steps

3) Main Menu > Set Up HRMS > Common Definitions > Approvals > Configure Transaction ----- Add Events and notifications to transaction.

4) Main Menu > Set Up HRMS > Common Definitions > Approvals > Workflow Transaction ----- Register workflow transactions.

5) Main Menu > Set Up HRMS > Common Definitions > Approvals > Maintain User Lists ------ Define the user list or hierarchy used for routing transactions for approval.

6) Main Menu > Set Up HRMS > Common Definitions > Approvals > Generic Templates ------ Maintain email templates.

7)Main Menu > Set Up HRMS > Common Definitions >Selfserivce > System workflow rules ------ Workflow rule for speicfic SETID.

Approvals and Delegation

1) Main Menu > Workforce Administration > Self Service Transactions > Add Delegation Request ----- Add a new delegation request on behalf of a delegator.

2) Main Menu > Workforce Administration > Self Service Transactions > Administer Delegation ----- Admin for the Delegation. Admin can delegate the transactions .

3) Main Menu > Workforce Administration > Self Service Transactions > Administer/Monitor Apporavals ----- AWE admin for the Approvals. Admin can apporve transactions.

4)Main Menu > Workforce Administration > Self Service Transactions > Approvals Audit Report ----- Apporvals Audit Report.

Delegation setup

1)Main Menu > Set Up HRMS > Common Definitions > Delegation > Installation settings ----- Configure AWE Admin Role , Enable Hierarcies , Duration to check for active proxies

2)Main Menu > Set Up HRMS > Common Definitions > Delegation > Configure Delegation Transactions ----- Configure Delegation Transaction.