Fusion HCM Approvals by specific User

Here’s how to set up approvals by specific users in Fusion HCM:

1. Access Approval Management:

   • Log in to your Oracle Fusion HCM application with the appropriate credentials.
   • Access the “Approval Management” area, where you can configure and manage approval rules.

2. Create or Modify Approval Rules:

   • Within Approval Management, create new approval rules or modify existing ones to specify the desired approver(s).
   • Approval rules are typically associated with specific HR transactions or actions, such as hiring, promotions, transfers, or compensation changes.

3. Specify Specific Approvers:

   • Instead of using conditions or hierarchical positions, explicitly specify the individual user(s) or group(s) who should be the approver(s) for the approval rule.
   • You can search for and select specific users from your organization’s directory.

4. Configure Action for the Rule:

   • Determine the action to be taken for the approval rule:
     • Require Approval: This action will ensure that the specified user(s) are the approver(s) for the transaction.
     • Allow Approval: This action allows the specified user(s) to approve but doesn’t make it mandatory.

5. Testing and Validation:

   • Before deploying approval rules to a production environment, test them thoroughly to ensure that the designated user(s) are indeed the approvers for the transactions.
   • Validate that the approval requests are routed to the specified users as intended.

6. Monitoring and Maintenance:

   • After implementing specific user approvals in Fusion HCM, monitor the approval processes to ensure they are functioning correctly.
   • Periodically review and update approval rules to align with changing business requirements or organizational structures.

7. Security and Access Control:

   • Ensure that only authorized users have access to configure and manage approval rules in Fusion HCM.
   • Configure security roles and permissions accordingly.

8. Documentation and Training:

   • Document the approval rules that specify specific users as approvers and provide training to relevant personnel who manage or use the approval processes.