Fusion HCM Approval Groups

Here’s an overview of Approval Groups in Fusion HCM:

1. Purpose of Approval Groups:

   • Approval Groups are used to establish a hierarchical structure for approving HR-related actions, such as hiring, promotions, transfers, salary changes, and more.
   • They define the sequence of individuals or positions responsible for reviewing and approving requests or changes.

2. Common Use Cases:

   • Approval Groups are used in various HR processes, including:
     • Hiring and onboarding: Approvals for job offers and new hire actions.
     • Compensation: Approvals for salary adjustments, bonuses, and incentive plans.
     • Performance management: Approvals for performance evaluations and feedback.
     • Talent management: Approvals for promotions, transfers, and talent reviews.

3. Approval Group Types:

   • Fusion HCM supports different types of Approval Groups, including Position Hierarchy, Job Hierarchy, Employee Hierarchy, and Custom Hierarchy.
   • Position Hierarchy: Approvals are based on positions within the organization.
   • Job Hierarchy: Approvals are based on job roles.
   • Employee Hierarchy: Approvals are based on individual employees.
   • Custom Hierarchy: Organizations can define custom hierarchies tailored to their specific business needs.

4. Hierarchy Levels:

   • Approval Groups can have multiple hierarchy levels, allowing for complex approval structures.
   • For example, an approval hierarchy might include first-level managers, department heads, and HR executives, each with different approval responsibilities.

5. Assignment Rules:

   • You can define rules that determine how approvals are assigned within an Approval Group.
   • Rules can be based on criteria such as the employee’s department, job role, location, or other attributes.

6. Parallel vs. Serial Approval:

   • Fusion HCM supports both parallel and serial approval processes. In parallel approval, multiple approvers at the same level can review and approve simultaneously. In serial approval, each level must approve in sequence.

7. Dynamic and Static Approvals:

   • Approval Groups can be dynamic or static.
   • Dynamic groups automatically adjust based on changes in the organization structure (e.g., new positions or employees).
   • Static groups remain fixed and do not change automatically.

8. Integration with HR Processes:

   • Approval Groups are integrated into HR processes and workflows, ensuring that approvals are an integral part of HR transactions.

9. Notification and Escalation:

   • Fusion HCM sends notifications to approvers, keeping them informed about pending approval requests.
   • Escalation rules can be defined to handle situations where approvals are delayed or missed.

10. Auditing and Reporting:

    • The system maintains audit trails and records of approval actions, ensuring transparency and compliance.

11. Security and Access Control:

    • Access to configure and manage Approval Groups is controlled by security roles to prevent unauthorized changes.

12. Continuous Review:

    • Organizations should periodically review and update Approval Groups to ensure they align with changing business needs and organizational structures.