Monday 30 November 2015

Onboarding in Taleo Business Enterprise-Hiring New Employees

Onboard/Off board in Taleo
Onboarding is a process by which a new employees are welcomed onboard of the organization. As part of the joining formalities the newly hired employees has to complete a few activities that the company wants from them. This is where the Taleo Onboarding modules will come into place. It is most important to ensure your new employee feels welcome and valued.

Benefits of Onboarding
  •  Order Smartphone’s
  • Equipment Requisition.
  •  System access.
  • Assign Phone Number.
  • Tax Forms.
  •  Emergency Contact.
  •  Assign Email Address.
  •  ESign Forms.
  • Benefits Package

      Taleo Business Edition Onboarding key features
  •    With Taleo Business Edition Onboard, you can automate a process that is historically paper-intensive.
  •    Taleo helps people become product fast. It lets the candidate know that the organization has invested in them.
  •     All the bulk paper work has been reduced In Taleo Onboarding module.  
  •     This way the form filling becomes easy. The hired employee need not waste time by filling the needed onboarding formalities on the day of joining. He can fill everything online.
  •     More over the data also gets pre populated in the online forms.
  •    Taleo also provided the option of printing the forms if needed.
  •    All we have to do is tie up the appropriate forms to the employs the employee will be informed by system trigged emails.

       Business Benefits:
  •       It is easy to integrate Taleo with the existing system.
  •     The secured authentication provides auditable records of when the form was filled and signed by the employees
  •    The management can keep a track of the employee activity online by monitoring the progress bar of each employee activity.
  •     Most important of all is Taleo helps newly hired candidates to become product fast.  It lets the candidate know that the organization has invested in them.

       Quick Start Steps

    1.Choose the PDF form that needs to be filled by the Employees/New hired candidates.
   2. Open it in latest version of adobe reader and choose the Prepare Form.

   3.It will automatically create the required test and date fields. As below

   4.We also have the option of adding the text fields into the form if needed. Once finalized save              the  PDF form.
   5. Login into the Taleo system as administrator and choose customize onboard/Off board.
   6. In the customize forms group box choose configurable Forms.
   7. In the Employee PDF Forms section of the configurable Forms page click on Upload PDF Forms link and choose the form that we have created earlier and upload it into the system by giving it an appropriate Name for the form.
   8.Once uploaded the form gets listed in the Employee PDF Forms section. Choose Edit option from the drop down to the right of the form that was uploaded
   9. It will take you to edit configurable Forms page where we have to click on the fields and choose Merge field radio button and then choose the appropriate fields from the system which  will pre populate the data at the time when the form is sent to the employees.

      10. After configuring the fields save the form. And go to customize On boarding/off boarding page to choose On boarding Activity Templates from the Customize Onboard/Off board group box.
     11.It will take you to Activity Administration: On boarding page where we have to create a new activity. Click on the New Activity Template.
   12. It will take you to Add On boarding Activity in which we are required to give a proper name for the   new activity template and choose one of the three options in the Details group box based on the requirement. This for which the form is to be used for.
                                                    § Employee  
                                                                     § User 
                                                                     § Contact  

   13. For this example we have to chosen Employee option and click on next.

   14. In the Add Activity: Employee form page we have to choose the respective form in the list by clicking on the select form link in the Activity Details page. And also give the proper Employee facing title and it description in it. 

   15.We also have the option of giving the Due date for the form by default we will have the Select            Due Date when Activity is assigned option. This allows us to choose the due date at the time            of form assigning. Now click on save.

    16.  Now Click on the Onboard/Offboard tab. It will take you to the Onboard Home page.

      17. Click on the New Packet button to create new activity for the candidates. Give the proper title and choose the employees from the list. And also choose the status to be active and assign the owner of     the packet for tracking purpose by default the user who creates the packet will be the owner. Click    next.

    18. It will take you to Assign On boarding Activities page Click on the add activity button and choose the on  boarding forms that we have created earlier. Once we choose the related activity from the list the page will display the form details along with the due date for the form to be completed by the employee. Click on  save.

      19.  Once we click on save the system will trigger a welcome mail to all the employees from the list.The email will have a link for setting up a password and the login Employee Id. Once the employee sets up the password he\she will be redirected to employee login page where they have to login to fill up the onboarding formalities.

    20. Once the employee loges in with their user id and password. They will be displayed with the list of activities. In this case we have On boarding activity. In the Active Activities the employee is listed with the NDA form. The employee has to click with View/Sign button.

   21. It will take you to the Form page where the employee can view/ verify and correct the pre populated data. Once the verification is done the employee can click on the eSign and submit form button on the top of the page.
   22.The system will ask for the acknowledgment where the employee has to give his user name and                        password once again and click on eSign button. This will be audited in the system.

    23. Now login as a User and click on the Onboard/Offboard tab. In the Onboard home page the system will   display all the activity that was created and owned by the user.

     24. The user can keep track of the activity by clicking on the view button on the right of the packet.

      Venkatesh Ramasamy
      Kovaion Cloud Practice.

Monday 2 November 2015

Fusion HCM Data Loader-Seamless On-Premise to Cloud Transition

Fusion HCM Data Loader – Seamless On-Premise to Cloud Transition

HCM Data Loader (HDL) is a powerful and High Powered tool for mass-loading of data from any ERP source to Oracle Fusion HCM. We can Operate HDL as a main tool for building integration scenarios between On-Premise Third-Party Systems and Oracle HCM Cloud. So the On-Premise to Cloud Transition become much more Trouble free than ever.

What’s Hot in HDL?
Several reasons why customers would prefer choosing the Oracle Fusion HDL Tool over the other Data Loaders. 
  1. Automate the Data Load – HDL can be initiated using a web service call, which enables you to automate the data upload.
  2. Universal Data Loader - It will help us to upload Bulk load of data from any ERP source to Oracle Fusion HCM.
  3. Service Presence - HDL available in cloud, on-premises, and on-demand environments
  4. Companionable UI - Provides a comprehensive user interface for initiating data upload, monitoring progress, and reviewing errors, with real-time information provided for both the import and load stages of its processing.
  5. Consume Less Duration - Supports multithreaded processing, which enables you to upload complete system extracts without severe performance impacts. HCM Data Loader manages references among objects that are processed on separate threads.
  6.  Smart and Function Rich – For example, You can Filter and upload
    •     Current and historical records for date-effective objects. You determine the amount of history to load.
    •     End-dated, terminated, or inactive records.
    •     Hierarchical tree data, such as Organization and Department Trees.
    • Attachments and pictures.
  • 71.   Business Objects Oriented Migration - Supports important business objects belonging to key Oracle Fusion HCM products like Entity, Location, Business Unit, Job Family, Job, Department, Position, Person, Work Relationship and Profile
This figure summarizes the process of loading data using HCM Data Loader.

How HDL Works?

1. You place a zip file containing your data on the WebCenter Content server.
2. You submit a request to HCM Data Loader to import and load the zip file of data. For this step, you can use either the HCM Data Loader interface or the HCM Common Data Loader web service.
3. HCM Data Loader decompresses the zip file and imports individual data lines to its stage tables, grouping those distinct file lines into Oracle Fusion HCM business objects.
4. It calls the relevant logical object interface method (delivered in product services) to load objects to the Oracle Fusion application tables.
5. Any errors that occur during the import or load phase are reported in the HCM Data Loader interface.
6. Having reviewed import and load errors in the HCM Data Loader interface or via the Data Set Summary extract, you correct them in your source data. You load a new zip file containing the corrected data to the WebCenter Content server.

Thanks for reading Our Article on Fusion HCM Data Loader. If you want further details you can drop an email at anytime to the below Email ID.     

Authored By,

Chandru A
Kovaion Cloud Practice

Tuesday 20 October 2015

Cloud Talent Management Solution - Oracle Taleo Business Edition (TBE)

Oracle Taleo Business Edition(TBE) Recruiting Cloud service will enable you to simplify sourcing and recruiting to increase the quality of organizations new hires and significantly reduce the talent attraction costs.
Oracle's TBE is a cloud SAAS (Software As A Service) application. Hence there is no need of complex software installations & product maintenance. Once the TBE access is provided to the organization the SOLUTION will be up and running in days and not weeks. Kovaion being the Oracle Cloud Reseller & Services partner is aiming to complete the standard TBE implementation in 2.5 weeks (Current implementation cycle is 4 weeks with Kovaion's rapid implementation methodology).
The advantages that comes with Cloud solution
  •  Low Cost (Implementation / Subscription)
  • Less Maintenance
  • Easy to configure and use the system

Various reasons why customers would prefer choosing the Oracle TBE recruiting cloud service product.
  1.  Designed for the non technical user – this means the organization or the company doesn’t have to  depend on the IT staff  to deploy or support the TBE solution
  2. Business processes, candidate workflow, requisition candidate workflow, forms and page layouts are all very much configurable to suit your business needs and can be customized and modified as the company grows in size. Even if the requirements keep changing at a later stage all of the above can be configure and customized.
  3. TBE recruiting Cloud Service supports interaction and communication with agencies, vendors and contacts that normally help the company with the recruiting efforts
  4. Integration with Outlook enables the customers to leverage tools you use on a daily basis while importing the candidate data and tracking all of their activities in a central location.
  5. Oracle TBE Recruiting Cloud Service products deliver clear business benefits to rapidly growing, midsize companies
  6. End users can easily adapt and master the products and count on the immediate productivity gains achieved by using the TBE recruiting product.
  7. You get built in compliance reporting which meets the regulatory requirements, more over any number of new customized reports can be created for recruitment using the TBE recruiting cloud services.

Access and Analyze Recruiting Data

Oracle TBE Recruiting Cloud Service products include a set of standard reports, custom metrics, and dashboards. You can use these reports to measure objectives, efficiency, and effectiveness without report writing or authoring expertise. You can schedule reports to run at your convenience so you are never stuck waiting for information. Security features allow you to control access to information by role and reporting structure so that confidential information is protected. With at-a-glance data summaries available via embedded executive dashboards, you can easily analyze your recruiting data to make better-informed decisions.

Oracle TBE Recruiting Cloud Service products provide all the functionality you need to develop an efficient recruiting process.
Online career sites. Get a fully branded career Website that matches your corporate site. Create multiple branded career sites to accommodate your different business needs.
Requisition management. Track and manage each of your job openings and keep teams in the loop with clearly defined ownership. Keep all users focused on their unique responsibilities with role based access and personalized views of tasks and due dates.
Smart sourcing. Post opportunities to your own career sites or expand your search to social networks and hundreds of free and paid job boards. Get the most out of your job board spend by automating the posting process and sourcing the most-qualified candidates faster.
Social networks and media. Use LinkedIn, Face book, and RSS feeds to expand your sourcing strategies and build relationships with potential candidates. Tapping into social networks helps you get quality referrals from people you know.
Candidate management. Instantly view your entire candidate database, import contacts from Microsoft Outlook and Excel, and flag candidates. Use universal profiles in the Oracle Taleo talent exchange, e-mail templates, and videos to build relationships with candidates.
Workflow customization. Configure specific candidate recruitment workflows for different positions. Create as many workflows as you need for your organization and assign them by open position.
• Automated prescreening and ranking. Conduct background checks; prescreen applicants, and score and rank candidates based on answers to questions. Use knockout questions to ensure that the most-qualified candidates rise to the top of your candidate pool.
• Microsoft Outlook and Internet Explorer integration.  Import candidates directly from your Outlook e-mail into an Oracle TBE Recruiting Cloud Service product, where candidate profiles are automatically parsed and organized. You can also quickly import candidates from Internet Explorer via its source bar when sourcing online. There’s no need to toggle between windows or cut and paste.
Web API integration. Use a Web API to easily integrate Oracle TBE Recruiting Cloud Service products with other applications or to create entirely new solutions.

Harish Kumar
Kovaion-Cloud Practice

Tuesday 13 October 2015

Integrated Recruiting Reports in Taleo - Analytics Made Easy

Integrated Recruiting Reports in Taleo will help you to accumulate the needed Recruiting Information within the blink of an eye.  Configuring this Feature will give Potential to your Organization to Predict the Risks early and to take Effective Decision. As everything is Going Paper Free now, having this Feature can be a Tide Changing moment for your Organization.

Business Interests:
  1. Take Action From Reports – Navigating is Much Simpler.For Example, We can take action on the Particular Job Opening in Job Opening Status reports by drilling on the Job opening that we want to Modify.
  2. On Report Analysis – Make Better Decision You can Perform on Report Analysis by Comparing with current/History Reports. This Attribute will help you on making Batter Decision with the Precise Statistics.
  3. Evaluate the Organization’s Growth – By Comparing the Current Report with the History Reports.Access controls can be applied to standard and custom reports by role or by user. You can access Reports History for 90 days.
  4. Perform Impact Analysis -  Will help you to predict the RisksThe scope of analysis Feature will enable the Reports to pull the Additional Info Related to the Data in the Reports. This will allow you to access more detail at any time to help you on finding the Risks and to take necessary Mitigating Steps.

What’s Hot in Taleo Reports? 
  1. Universal Reports – Export all the Reports to Your Desired Format.Thanks to Web Intelligence in Taleo Reports. It will enable you to export the Reports in the Following Formats.

§  Excel
§  PDF
§  Text
§  CSV
              2.     Enhanced Security - Control the Viewing Access for Manger/Employee.You can Control the              Security for All the Reports by Tuning the Roles for the Employee/Manager.
  3.    Filtering the Data – Will help you to see the needed results in the Report.You can setup Multiple Filter Prompts needed to filter a report.
                                                                                                                                                                     How to Configure a Report in Taleo BE?
  1. Select the Reports menu and then select Create Report.
  2. Click the tab corresponding to the Needed Taleo product at the top of the page.
  3.  Select a topic that best fits your reporting requirements by selecting the tab pertaining to the report you are creating. Click Next.
  4.  Select the Fields and Parameters in the page.
  5.     Provide the Report Name and Description.
  6.   Choose a layout option for a custom report.
  7. Select the display fields, as well as any parameters that users will be prompted to choose from when they run the report.
  8. Click Next. Now the Report Designer page is Launched.
  9. Drag the fields from data source and design the report as per the requirement and Click on run report after setting the parameters.

Thanks for reading Our Article about Configuring Recruiting Reports in Taleo Business Edition. If you want further details you can drop an email at anytime to the below Email ID.                 

Author: S.Kumari Sangeetha
Kovaion-Cloud Practice

Career Section in Taleo Business Enterprise-Smart Career Site Manager

A Career Section is Powerful and Promising Feature in the Taleo that will allow you to take control of Your Organization Career’s Website in your fingers. A Career Section is a web site where candidates can search and apply for a job available in an organization.

Why Taleo?

  • Hiring better employees can create long-term competitive advantages that lead to increased customer satisfaction and revenue growth.
  • Oracle Taleo Recruiting Cloud Service helps organizations reach this optimal state by automating e-Recruitment and providing talent intelligence from data captured during the hiring process.
  •   As a result, organizations are able to improve recruiting efficiency and cut costs, reach hard-to-find talent, build better talent pools, and hire the right people and get them productive more quickly.

Business Benefits:

  •   Post Job On Web –We can get the whole Benefits through Posting the Requisition with 3rd party Job Portal Sites like Naukri, Monster by Integrating with it.
  •   Career Site Mobilization – We can Manage/Track an applicant or Job opening through Handheld Device with the Mobile Career Section Feature.
  •   Socialize – Make a shout about Your Job Opening in all the Social Networking Sites with the Help of Taleo Social Sourcing.

Targets Multiple People
  Internal: Accessed only by current employees or anyone you give access to.
  External: For candidates who are interested in current employment opportunities in your organization.
  Agency: used by recruiting agencies or agents.
  On-Boarding Portal: task-oriented career section containing a single tab called "Tasks" where candidates, new hires or employees can complete their tasks.

What’s Hot?

  •   Post Job On Web –We can get the whole Benefits through Posting the Requisition with 3rd party Job Portal Sites like Naukri, Monster by Integrating with it.
  •   Career Mobilization – We can manage everything on the Handheld Device with the Mobile Career Section Feature.
  •   Socialize – Make a shout about Your Job Opening in all the Social Networking Sites with the Help of Taleo Social Sourcing.
  •   Highly configurable – We can have our Own Forms and Branding to ensure consistent look and feel with your company's website.
  •   Simplified URL - When a Career Section is created, a URL is automatically generated for the Career Section. When the candidate accesses the Career Section of an organization's web site, the candidate is taken to the URL created for the Career Section.
  •   Candidate Communication Agent - The Candidate Communication Agent module allows candidates to see job submission statuses and to always be informed of where they are in the application process.
  •    Secured CommunicationUpon Enabling the Secure Message Delivery feature. Message recipients are directed to the Message Center to retrieve their messages.  In the Message Center, the message recipient can read his messages, delete them, and download the files attached to the messages in order to view them.
  •   Smooth Onboarding Transition Onboarding (Transitions)  Process will make sure the Smooth Onboarding Transition for the candidate or employee by  making them do the tasks he or she has to perform. As soon as the last task in a process gets completed and the process reaches 100% Complete, then all of these tasks cease to be accessible on the career sections.

How to configure the Career Section - How?
Fabricating the Career Section for your Organization is quite effortless as You all need to do is to configure some Steps.

1. Building a Career Section
Accomplish the Following Steps to Bring the Career Section in line to create the Career Website for Your Organization.
Navigation - Configuration > [Career Section] Administration > Career Sections
Steps to Configure the Career Section:
  1.  Create a branding file.
  2. Build privacy agreements.
  3.  Build forms.
  4. Build application flows.
  5. Build a theme.
  6.  Set up global security.
  7. Create a Career Section.
  8.  Configure portal pages.
  9.  Activate a Career Section.

Note:  We can Create Delete, Activate, Deactivate and Preview the Career section once it is created.

2. Generate the Career Website URL
  • When a Career Section is created, a URL is automatically generated for the Career Section. So literally career Website is Up and Running.
  • When the candidate accesses the Career Section of an organization's web site, the candidate is taken to the URL created for the Career Section.
  • The system administrator can chose the page that is displayed when accessing the Career Section; the default page is the Basic Search page.
  •  Parameters can be manually added to a URL to direct candidates to a specific Career Section or to filter what is displayed on the page.

Generate Multiple URL,
  • The system administrator can create additional Career Section URLs that can later be added to different areas of the Career Section or to email correspondence. 
  • For example, rather than have candidates start from the job search page, they could be directed to the portal and log in to the My Submissions page.
  •   A specific Career Section URL could be created for this purpose. When a URL is created for a Career Section only part of the URL is displayed in URL column of the Career Section URL list, this portion must be added to the domain name of the organization to obtain a complete URL.
3. Integrate with External Job Portal
 Map Your Career Website URL In 3rd Party Job Posting Sites with Your Job Openings. So that External Applicant will be routed to your Organization’s Taleo Website and He/She can Apply there.
That’s it. Your Organization Career Website is Up and Running.

Thanks for reading Our Article about Configuring Career Section in Taleo Business Edition. If you want further Details you can drop an email at anytime to the below Email ID.                  

       Author: Shobana Raja
       Kovaion-Cloud Practice

Monday 5 October 2015

PeopleSoft Approval Framework-Line Level Approval

PeopleSoft has moved from the traditional workflow to the Approval Workflow Engine. Approval Workflow Engine (AWE) also known as Approval Framework is the framework providing capabilities to create, run and manage the approval processes within PeopleSoft. When the user submits a transaction, the application hands the transaction over to Approval Workflow Engine, which will determine the appropriate approval process definition and then launch the required routing based on the steps configured.

There are two types of approval process :
  1.  Header Level - Header level approval is the commonly used approval process in AWE where only the top level header record is used and transaction lines are grouped together and processed as one unit.
  2.   Line Level – In line level approval, action can be  taken on different line items  without waiting for the approval of other line items. In this case, the application can act on the individual lines as they get approved. Each item can be routed to different approvers. For example, if a purchase order contains multiple line items, each line item is treated as a different transaction. So, if you order laptops,printers and desktops, you might obtain approval for laptops only, and not for printers and desktops. The denial of printers and desktops will not have any impact for the approval process of laptops. If treated as a header approval, the entire PO would have been denied. This is the advantage of line level processing.

Business benefits of Line Level Approval:

  •  In line level approval, multiple approvers can be included for individual steps
  •  Each item can be routed to different approvers, based on certain criteria.
  •   Denial /Approval of one line item does not  affect the other.

There are many websites for detailed study on Header level approval. Here, let us have a glance on Line Level Approval with an example.

Line level approval:

Most of the steps in line level are same as Header level approval. Let us see a sample workflow process using line level approval.

Sample Test Case:

An employee tries to submit different items (Laptop, Desktop and Printer) based on the asset id. Each item is routed to different approvers and the approver can approve only the specific items routed to him/her.
 A component has to be created for the employee to submit the asset items and for the managers to approve/deny them. Let’s see the process step by step.

Development Steps:

Step 1: Create a top-level header record ASSET_ID as key-field. Also, create a line record with ASSET_ID and KOV_ITEM_NAME as keys. For header level approval, only the header record is enough.



Step 2: Create a cross reference record with the key-fields used in header and line record as non-keys here to link the workflow process to PIA. Include the EOAW_XREF_SBR delivered sub-record in this record for getting the thread values.

Step 3: Design a standard page with the header record at level 0 and line record at level 1 as shown below. Include the delivered sub-page EOAW_MON_SBP to this page for displaying  the Approval status monitor.

Step 4: Create a new component with the header record as search record. Place the page in this component and register the component to a menu.

Step 5: Give the appropriate permission lists and security access to the component.

Step 6: Coming to the PIA configuration, navigate to Set Up HRMS -> Common Definitions -> Approvals -> Transaction Registry. Add a new Process ID and specify the cross reference, header and line level record names as shown below. Create a new application package and a class and include it here. The coding for app package is mentioned later.

Step 7:  Create three generic templates for submission, approval and denial by navigating to Set Up HRMS -> Common Definitions -> Approvals -> Generic Templates. The emails triggered to the requester and approver will be in the format of this template created. Create a SQL to fetch the bind values mentioned in the template. Like the approval template shown below, similarly create a template for submission and denial mails. This step is needed only if business requires notifications to be sent, else creation of generic templates is optional.

Step 8: Navigate to Set Up HRMS -> Common Definitions -> Approvals -> Transaction Configuration. Here, add the following four events:
a)      On Process Launch (Header level)
b)      On Final Approval (Line Level)
c)       On Final Denial (Line Level)
d)      Route For Approval (Line Level)

If generic templates had been created earlier step , then mention those names here to each event respectively, but this is not mandatory.  For header level approval, all the events specified, including “On Final Approval” and “On Final Denial” must be given as Header level only.

Step 9: Navigate to Set Up HRMS -> Common Definitions -> Approvals -> Approval Process Setup. Add a new Definition ID for the process id created.

a)      The checkbox “Take Action on Line Completion” gets automatically checked for line level approval.
b)      Approver Userlist can be created by mapping it to a specified role or Application Package, SQL or Query. The  approvalof  submitted transactions are  based on certain criteria.
c)      Stage is a collection of paths and can be at header level or line level. As level here, specify line level is being used here , create 3 paths.
d)      A path is a collection of steps and since we have 3 items here.Once a transaction is being submitted,it will route to three different approvers as shown above.
Printer – Department Head
Laptop - Manager
Desktop – Admin
e)      Click on the Definition Criteria and Alert Criteria links and give it as always true. In all the three path level criteria, mention the criteria as “User Entered” and enter the record field value which must be considered for approving.

 In the above screenshot, the value is entered as “L” which stands for Laptop. So, the Userlist mapped to this value can approve only Laptop transactions. Similarly, for Desktop and Printer, criteria is added and values are given as “D” and “P” respectively.

Step 10: In the backend, the coding in work record buttons FieldChange and the Component PostBuild are same as the Header level coding. There are few changes in SavePostChange coding for passing the line record which is highlighted below. The coding in Application Package includes two more events “OnLineApprove” and “OnLineDeny” other than the events used in Header level approval.
   Component SavePostChange:
 * AWE SavePostChange Code
 * This Save Post Change Code Will Handled When Submit, Approve & Deny Action Performed

/** Import Approval Framework Base Classes */
import EOAW_CORE:LaunchManager;
import EOAW_CORE:ApprovalManager;

/** Declare functions*/
Declare Function createStatusMonitor PeopleCode EOAW_MON_WRK.EOAW_FC_HANDLER FieldFormula;

Component EOAW_CORE:LaunchManager &c_aweLaunchManager;
Component EOAW_CORE:ApprovalManager &c_aweApprovalManager;

Component string &sbmt_action;
Component string &c_AWEProcessDefnID;
Component Record &headerRec; /** We have set it Component Level, So Get Acess to Others Component **/

Component Rowset &line_rws;
Local Record &line;
Local number &i;

&line_rws = GetLevel0()(1).GetRowset(Scroll.KOV_TEST_LINE);

Local boolean &IsActionTaken = True;
Local string &sActionMsgString = "";

Evaluate &sbmt_action
When "S"
   /* Call DoSubmit, passing in current header info.  ;*/
   /** It is always safe to call this method (as long as the header record being passed in is valid!), */
   If (&c_aweLaunchManager.hasAppInst) Then
      /** Initialize Approval Manager if transaction was submitted */
      &c_aweApprovalManager = create EOAW_CORE:ApprovalManager(&c_aweLaunchManager.txn.awprcs_id, &headerRec, %OperatorId);
When "A"
   /* Call DoApprove, passing in current header info. */
   For &i = 1 To &line_rws.ActiveRowCount
      &line = &line_rws(&i).GetRecord(Record.KOV_TEST_LINE);
When "D"
   /* Call DoDeny, passing in current header info. */
   For &i = 1 To &line_rws.ActiveRowCount
      &line = &line_rws(&i).GetRecord(Record.KOV_TEST_LINE);
   &sActionMsgString = "Error - Invalid Action.";
   &IsActionTaken = False;

/** Show Transaction Status Monitor & Save & Submit Button **/
If &c_aweApprovalManager.hasAppInst Then
   REM &IsActionTaken = &c_aweApprovalManager.hasPending;
   createStatusMonitor(&c_aweApprovalManager.the_inst, "D", Null, False);
   KOV_TEST_WRK.EOAW_SUBMIT.Visible = False;
   KOV_TEST_WRK.EOAW_DENY.Visible = False;

/* Reset &Action to Null */
&sbmt_action = " ";

Application package:
 * Approval Event Handler Class
 * This Handle All the AWE Events
 *Event values include:

import EOAW_CORE:ApprovalEventHandler;
import EOAW_CORE:ENGINE:AppInst;
import EOAW_CORE:ENGINE:UserStepInst;
import EOAW_CORE:ENGINE:StepInst;
import EOAW_CORE:ENGINE:Thread;
import EOAW_CORE:*;

class ApprEventHandler extends EOAW_CORE:ApprovalEventHandler
   method ApprEventHandler();
   method OnProcessLaunch(&appinst As EOAW_CORE:ENGINE:AppInst);
   method OnLineDeny(&userstep As EOAW_CORE:ENGINE:UserStepInst);
   method OnLineApprove(&appinst As EOAW_CORE:ENGINE:AppInst, &thread As EOAW_CORE:ENGINE:Thread);
   instance Record &HeaderRecord; /** Declare Record Instance **/

/** Constructor */
method ApprEventHandler
   %Super = create EOAW_CORE:ApprovalEventHandler();
   &HeaderRecord = CreateRecord(Record.KOV_TEST_HEADER); /** Set the Header Record **/

method OnProcessLaunch
   /+ &appinst as EOAW_CORE:ENGINE:AppInst +/
   /+ Extends/implements EOAW_CORE:ApprovalEventHandler.OnProcessLaunch +/; /** Set Approval Prcoess **/
   Local string &item, &asset;
   Local Rowset &line_rws;
   Local Record &line;
   Local number &i;
   /** Update the Workflow Status **/
   &line_rws = GetLevel0()(1).GetRowset(Scroll.KOV_TEST_LINE);
   For &i = 1 To &line_rws.ActiveRowCount
      &line = &line_rws(&i).GetRecord(Record.KOV_TEST_LINE);
      &asset = &line.GetField(Field.ASSET_ID).Value;
      &item = &line.GetField(Field.KOV_ITEM_NAME).Value;
   Local Record &recHdrRecord = CreateRecord(Record.KOV_TEST_LINE);
   &recHdrRecord.GetField(Field.ASSET_ID).Value = &asset;
   &recHdrRecord.GetField(Field.KOV_ITEM_NAME).Value = &item;
   If &recHdrRecord.SelectByKey() = True Then
      For &i = 1 To &line_rws.ActiveRowCount
         &line = &line_rws(&i).GetRecord(Record.KOV_TEST_LINE);
         &line.GetField(Field.WF_STATUS).Value = "S"; /** Set InApproval Process **/

method OnLineApprove
   /+ &appinst as EOAW_CORE:ENGINE:AppInst, +/
   /+ &thread as EOAW_CORE:ENGINE:Thread +/
   /+ Extends/implements EOAW_CORE:ApprovalEventHandler.OnLineApprove +/
   Local string &as, &kov;
   Local Record &poRecord;
   Local EOAW_CORE:ApprovalManager &appMgr;
   Local number &lineNbr;
   /*---Line Approval---*/
   &poRecord = CreateRecord(Record.KOV_TEST_LINE);
   &as = &poRecord.ASSET_ID.Value;
   &kov = &poRecord.KOV_ITEM_NAME.Value;

method OnLineDeny
   /+ &userstep as EOAW_CORE:ENGINE:UserStepInst +/
   /+ Extends/implements EOAW_CORE:ApprovalEventHandler.OnLineDeny +/
   Local string &as, &kov;
   Local Record &poRecord;
   Local EOAW_CORE:ApprovalManager &appMgr;

Local number &lineNbr;
   /*---Line Approval---*/
   &poRecord = CreateRecord(Record.KOV_TEST_LINE);
   &as = &poRecord.ASSET_ID.Value;
   &kov = &poRecord.KOV_ITEM_NAME.Value;

Step 11: The coding and configuration is complete.
Now  this can be tested by log in  to PIA with the requestor’s id and add a new transaction.Below screenshot shows a  submitted  transaction for Laptop and Printer and it has been routed to two different approvers,showing the line level approval.

Step 12: To approve this transaction, login with one of these approvers‘ id. For example, login with the Department Head’s ID and approve/deny the transaction. Since the Department Head is mapped to the asset Printer, once Approve button is clicked, the Printer line alone gets approved as shown below.

Best Practices
  • In line level approval, the line level record must be passed in all events except OnProcessLaunch which is done at header level only.
  • The header record is usually given as the search record in the component.
  • A line record cannot be used alone in transaction registry and can be used only along with a header record. The cross reference record in this case must have the line record key values.
  • An approval process once created and if some transactions have occurred, cannot be modified.The same Process ID has to be cloned with a different effective date in order to modify it. The older ones have  to be made INACTIVE.

  Felice Jennifer
  Kovaion-Peoplesoft Consulting Practice