(Fluid) Using Fluid Approvals to Manage Job Data Requests

This topic describes how to approve Manage Job data requests using Fluid Approvals.

Fluid Approvals supports the following Manage Job approval transaction types:

  • Create Job: When a user has created a new job record for a person.

  • Correct Job: When a user has corrected an existing job record for a person.

For using the common Pending Approvals and Approvals History pages, see also Using PeopleSoft Fluid User Interface Self-Service Approval Transactions.

Note: Oracle PeopleSoft delivers Notification Composer Framework to manage the setup and administration of all notifications in one central location.

Once you have adopted the Notification Composer feature, you must use it to create new notifications and manage your existing notifications.

Notifications delivered with HCM Image 47 or later must use Notification Composer.

For more information about Notification Composer Framework, see Understanding Notification Composer.

This video provides an overview of Fluid Approvals:

Video: PeopleSoft HCM Fluid Approvals

Page Name

Definition Name

Usage

Pending Approvals - Create Job Page or Pending Approvals - Correct Job Page

EOAWMA_TXNHDTL_FL

Review and take action on Manage Job data requests.

Job Details Page

HR_JOBDATA_VW_FL

View a complete summary of the job data rows for a person by effective date.

View Exception(s) Page

HR_JOB_CIEXCEPT_FL

View component interface errors or warnings for this job data request.

Attachments Page

HR_JOBDATA_ATT_SCF

View attachments linked to a job data request.

Request History Page

HR_REQ_HIST_SCF

View all the comments related to a job data row.

Use the Pending Approvals - Create Job or Pending Approvals - Correct Job page (EOAWMA_TXNHDTL_FL) to review and take action on Manage Job data requests.

Note: You must be assigned the HR Admin Approver Fluid or HR Admin Correction Apvr Fluid role to access this transaction.

Navigation:

  • Click the Approvals tile on the Manager Self Service home page to access the Pending Approvals page. Then click either a Create Job or Correct Job transaction row on the Pending Approvals page.

    Note: These job transactions are listed under the Manage Job view by type.

  • Click the Notifications button in the banner or view the Notifications side panel and select the appropriate approval notification.

This example illustrates the fields and controls on the Pending Approvals - Create Job page.

Pending Approvals - Create Job Page

Approval Options

The approval options on this page are common to all fluid approval transactions, as described in the documentation for the Pending Approvals - <Transaction Details> Page.

Field or Control

Description

Approve , Deny, and Pushback

Use these buttons to take action on the requested approval.

The following happens when you selected one of these approval options:

  • Approve: When those in the approval chain have approved the request, the status will be changed to Completed on the Job Actions Summary page. The user can create a future dated row and send for approval.

  • Deny: The request will be terminated and the status on the Job Actions Summary will be changed to Denied or Correct-Denied. A new request will need to be created to submit a job change.

  • Pushback: The request will be sent back to the submitter and the status on the Job Actions Summary page will be changed to Rework. The requestor can make changes to the job row and resubmit the request for approval. The user cannot create a future dated row.

Although entering a future dated row may be dependent upon the status or action taken on a current job request, the user can insert historical rows into the person’s job record regardless of the action taken on this request.

See also Understanding Job Actions Summary Statuses and the Approval Process for an understanding of how the approval response impacts the job status.

Summary of Changes

This section is available when field changes have been made to the person’s job record or configured to display through the Transaction Summary pages (see Configuring Transaction Summary).

Use this section to view summary information identifying the fields that were updated in the transaction that you are being asked to approve. The section will show proposed changes requested for the person’s job record next to the person’s current values.

Additional Details

Field or Control

Description

View Job Details link

Click this link to open a new browser window tab to access the Job Details Page, where you can review details about the person’s job rows from one page.

Note: The approver must have access to the Job Details page to review this information.

Notes link

Click this link to open a new browser window tab and access the Job Data Notepad page where you can view or update notes for this job transaction.

Edit Details link

This link is available for the final approver in the approval chain when given the HR Admin Correction Apvr Fluid or HR Admin Approver Fluid role. It is also recommended that you assign this user the Job Data AG Administrator role.

Click this link to access the fluid Manage Data component in fluid (see (Fluid) Updating Job Data), where you can make updates to the job record, if needed. Note that you will have access to all the steps in the Job Data activity guide process to ensure all necessary edits and errors are corrected. You will be returned to the approval pages where you will see your changes. You will need to approve the request for these changes to take place.

Errors and Warnings link

Click this link to access the View Exception(s) Page to review CI exceptions.

When CI exceptions exist, you will be directed to the Job Data pages to review the information.

When there are no exceptions, the page will produce a message notifying you that no exceptions exist.

Attachments

Click this item to open the Attachments Page where you can review the attachments associated with this job transaction.

Requester Comments

The section will display the latest comment associated with this request, if any, under the Comments subheading. Previous comments can be viewed by selecting the Request History item.

Field or Control

Description

Request History

Select this option to access the Request History Page and view all the comments pertaining to this transaction request. Multiple comments may happen when the approver has pushed back a request and it has been resubmitted.

Approver Comments

Enter any comments related to the approval action you take.

Approval Chain

Click this item to open the Approval Chain page, where you can review information about all approvers for the transaction.

This video provides an overview of tracking comments:

Video: Image Highlights, PeopleSoft HCM Update Image 42: Track Requestor Comments with Job Data Modernization

Use the View Exception page (HR_JOB_CIEXCEPT_FL) to view component interface errors or warnings for this job data request.

Navigation:

Click the Errors and Warnings link on the Pending Approvals page.

This example illustrates the View Exception page.

 View Exception page

Use the Attachments page (HR_JOBDATA_ATT_SCF) to view attachments linked to a job data request.

Navigation:

Click the Attachments item row on the Pending Approvals - Create Job page or Pending Approvals - Correct Job page.

This example illustrates the Attachments page.

 Attachments page

Click the Attachments link to download and view an attachment using fluid. Note that attachments are not accessible from the classic pages.

The following video provides an overview and demonstration of the Fluid Attachment framework:

Video: PeopleSoft Fluid HCM Attachments