Fusion HCM Approvals by specific User

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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.

Oracle Fusion HCM Training Demo Day 1 Video:

You can find more information about Oracle Fusion HCM Cloud application in this Oracle HCM Cloud Docs Link

 

Conclusion

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