Approving Change Requests
These topics provide an overview of approvals.
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
Review Transactions Page |
HCM_APPR_STATUS |
Search for and view summary information for self-service transactions that you submitted or for which you are an approver. This page supports only transactions that were submitted after implementation of the Approval Framework. |
|
Name Change Page Marital Status Change Page Address Change Page Full/Part Time Status Change Page Approve Location Change Page Promote Employee Page Reassign Employee Page Approve Reporting Change Page Separate Employee Page |
FE_EE_NAME_STS FE_MARITAL_STS FE_ADDRESS_STS FE_MGR_FULL_PART FE_MGR_LOC_CHG FE_PROMOTE_APPROVE FE_REASSIGN_APPROV FE_MGR_REPORT_CHNG FE_SEPARATE_APPRVE FE_RETIRE_APPROVE |
Review transaction details and the status of the approval process. If you are the current approver, use this page to approve or deny the transaction. |
|
Review Change Requests - Select a Request Page |
FE_MGR_CHG_REQ_STA |
Review information about change requests that were processed before federal self-service transactions began using the Approval Framework to manage approval processing. This page supports only transactions that were submitted before implementation of the Approval Framework. |
This topic describes how you approve change requests that have been submitted by employees or managers.
Employee and Manager Transactions
Managers approve change requests submitted by their direct reports, whether those direct reports are employees who submit requests through PeopleSoft eProfile or other managers who submit requests through eProfile Manager Desktop.
The Approval Framework controls the approval processes for both manager and employee transactions. PeopleSoft delivers fully configured approval processes for all of the U.S. federal self-service transactions. As long as you use the delivered approval processes, no additional configuration is necessary, but you can use the common Approval Framework pages to review (or modify) the delivered configuration.
These are the delivered U.S. federal self-service transactions and their Approval Framework process definitions:
|
Transaction |
Transaction Type |
Navigation |
Approval Process ID |
|---|---|---|---|
|
Name change |
Employee |
Self Service, Personal Information, Name Change (USF) |
FederalNameChg |
|
Address change |
Employee |
Self Service, Personal Information, Address Change USF |
FederalAddrChg |
|
Marital status change |
Employee |
Self Service, Personal Information, Marital Status USF |
FederalMarChg |
|
Full time/part-time status change |
Manager |
Manager Self Service, Job and Personal Information, Change FTPT Status (USF) |
FederalFTPTChange |
|
Location change |
Manager |
Manager Self Service, Job and Personal Information, Location Change USF |
FederalLocationChg |
|
Promote employee |
Manager |
Manager Self Service, Job and Personal Information, Promote Employee USF |
FederalPromoteEmployee |
|
Reassign employee |
Manager |
Manager Self Service, Job and Personal Information, Reassign Employee USF |
FederalReassignEmployee |
|
Reporting change |
Manager |
Manager Self Service, Job and Personal Information, Reporting Change USF |
FederalRportingChg |
|
Retirement |
Manager |
Manager Self Service, Job and Personal Information, Retire Employee USF |
FederalRetireEmployee |
|
Separation |
Manager |
Manager Self Service, Job and Personal Information, Separate Employee USF |
FederalSeparateEmployee |
Transaction Review and Approval
To review status information for transactions that use the Approval Framework to manage approval processing, use the generic Approval Framework transaction review pages. These pages displays grids that list all of the user’s approval transactions, including transactions that the user submitted and transactions that the user is being asked to approve. There are separate grids for each transaction type.
Links in the grids provide access to detail pages where you can see a graphical representation of the approval steps.
If you are the current approver, there is an Approve/Deny link that you use for accessing the detail page. In this mode, the detail page displays buttons that you use to either approve or deny the request.
If you are not the current approver, there is a View Details link instead of an Approve/Deny link. In this mode, the detail page displays transaction and approval details, but the Approve and Deny buttons are not available.
Pre-Approval Framework Approval Data
Before federal self-service transactions began using the Approval Framework to manage approval processing, managers used a federal-specific review component to view lists of submitted transactions. This component is still available, but it does not display approval processes that use the Approval Framework. Use this component only to review transactions that were submitted for approval before implementation of the Approval Framework.
Like the page for reviewing Approval Framework transactions, the page for reviewing pre-Approval Framework transactions lists the user’s transactions and provides links to detail pages. The detail pages display the approval steps in a grid format rather than using the Approval Framework's graphical representation.
Note: Pre-Approval Framework transactions are view-only; you cannot take any approval-related action.