Case studies

Implement approvals of competencies created or modified through Self Service HRMS for Temenos

Requirement

Temenos use Oracle HRMS to record employee competencies. The employees maintain their own competencies using Oracle Self Service HR. Whenever an employee created or amended a competency, Temenos wanted the line manager to be notified so he/she could then go and approve it via the Oracle Application. They required the approvals to be managed by the Oracle Approvals Management Engine (AME). To achieve this, the Oracle Self Service HR workflow (HRSSA) needed to be customised to initiate AME whenever a Competency was created or updated through the Oracle HRMS Self-Service. It then needed AME to route the approval to the relevant line manager for approval.

Solution

The Oracle Self Service HR workflow (HRSSA) is kicked off as soon as any business activity is initiated in Oracle Self Service HRMS. The workflow is called “HR” and the short code for it is “HRSSA”. The workflow has a separate process for each Self Service HR page. Hence the first step was to the find the workflow process that was initiated when the Competency Profile page was opened. This involved tracing back from the responsibility setup through to the menu setup to the form function that called the workflow process. Once found, this workflow process needed to be customised to call AME for approvals. It is best practise never to change the original workflow process but to make a copy of it and then change it. Therefore, a copy was made and the necessary amendments made. The Responsibility menu structure was then changed to call the new amended workflow process. The next step was to configure AME to fire off the line manager approval for this workflow process. There is already a rule in AME to do this. However the rule needed to be amended to include the new workflow process.