Conditional Approvals Setup in Fusion HCM

Here’s how to set up conditional approvals in Fusion HCM:

1. Access Approval Management:

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

2. Create or Modify Approval Rules:

   • Within Approval Management, you can create new approval rules or modify existing ones to include conditions.
   • Approval rules are typically associated with specific HR transactions or actions, such as hiring, promotions, transfers, or compensation changes.

3. Define Conditions:

   • In the approval rule configuration, define the conditions under which the approval is required.
   • Conditions can be based on various factors, including but not limited to:
     • Transaction attributes (e.g., transaction type, amount, department, job role).
     • Employee attributes (e.g., employee type, location, tenure).
     • Specific data values within the transaction.

4. Assign Approvers:

   • For each approval rule, specify who the approvers should be when the conditions are met.
   • Approvers can be individuals, positions, or roles within the organization.

5. Configure Action on Conditions:

   • Determine what action should be taken when the conditions are met:
     • Require Approval: If the conditions are met, the system will require approval as specified.
     • Skip Approval: If the conditions are not met, the system can skip the approval step and proceed with the transaction.
     • Route to Alternative Approvers: You can also configure rules to route approvals to alternative approvers based on conditions.

6. Testing and Validation:

   • Before deploying conditional approvals in a production environment, thoroughly test the rules to ensure they behave as expected.
   • Validate that approvals are triggered or skipped based on the defined conditions.

7. Monitoring and Maintenance:

   • After implementing conditional approvals, 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.

8. Security and Access Control:

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

9. Documentation and Training:

   • Document the conditional approval rules and provide training to relevant personnel who manage or use the approval processes.