Bypass Approvals in Fusion HCM
Bypassing approvals in Oracle Fusion HCM (Human Capital Management) typically requires specific user permissions and access rights. Bypassing approvals means that certain users or roles have the authority to skip the approval process for particular HR transactions. Here’s how you can configure the ability to bypass approvals in Fusion HCM:
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Access Security and Roles:
- Log in to your Oracle Fusion HCM application with administrator or security configuration privileges.
- Navigate to the security and roles management area where you can define access and permissions.
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Define Custom Role:
- If you don’t have an existing role that allows bypassing approvals, create a custom role specifically for this purpose. Name it appropriately, such as “Bypass Approvals.”
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Assign Users or Positions:
- Assign the relevant users or positions to the custom role you created.
- Users or positions assigned to this role will have the authority to bypass approvals.
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Configure Approval Rules:
- Within Approval Management, review and modify existing approval rules or create new ones as needed.
- For the rules where bypassing approvals is allowed, configure the conditions or actions accordingly.
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Specify Bypass Approval Action:
- When configuring the approval rule, specify an action that explicitly allows bypassing approval. This could be a specific action like “Bypass Approval” or “Allow Override.”
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Assign the Custom Role:
- In the approval rule, assign the custom role (“Bypass Approvals” role) as the approver.
- This means that users or positions assigned to the custom role will have the ability to bypass the approval step.
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Testing and Validation:
- Before deploying this configuration in a production environment, thoroughly test it to ensure that users with the custom role can indeed bypass approvals when necessary.
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Monitoring and Maintenance:
- Continuously monitor and maintain the approval rules and the custom role. Ensure that they remain aligned with changing business requirements.
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Security and Access Control:
- Limit access to the custom role to only those users or positions who should have the authority to bypass approvals. Configure security accordingly.
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Documentation and Training:
- Document the process and rules for bypassing approvals in Fusion HCM.
- Provide training to relevant personnel who may use this feature, ensuring they understand when and how to bypass approvals appropriately.
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