workflow routing
DESCRIPTION
Workflow Routing. Overview. HRMS Workflow Routing. Initiate PTA and Fiscal Approval HRMS Hierarchy Review Approval Final Approval Acknowledgements HRMS Hierarchy Review Acknowledgements Automatic Acknowledgements. HRMS Workflow Routing. Initiate PTA and Fiscal Approval - PowerPoint PPT PresentationTRANSCRIPT
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Workflow Routing
Overview
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HRMS Workflow Routing InitiatePTA and Fiscal ApprovalHRMS Hierarchy Review ApprovalFinal ApprovalAcknowledgements
HRMS Hierarchy Review Acknowledgements Automatic Acknowledgements
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HRMS Workflow Routing Initiate
PTA and Fiscal Approval HRMS Hierarchy Review Approval Final Approval Acknowledgements
HRMS Hierarchy Review Acknowledgements Automatic Acknowledgements
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PTA and Fiscal ApprovalEach department has PTA / Fiscal
approvers Established in FIS Individuals (login id)
Beware of invalid or obsolete login ids Workgroups cannot assigned
Mandatory approvalsPTA approval obtained firstDelegation rules allowed
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PTA and Fiscal Approval continued
Delegation Rules Optional Established by Routing Coordinators and
HRMS Functional team Set up for a department HRMS uses secondary delegation
Individuals should be assigned Do not assign the same person as their own
delegate
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If You Are PTA & Fiscal Approval DelegateDocument in your Action List for PTA
approvalMoves to next level after you approve as
PTA Fiscal approval is assumed, since you approve
as PTA and are Fiscal delegate Fiscal approver will not see the item in Action
List
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Document in your Action List for PTA approval as PTA delegate
Document in PTA’s Action List for PTA approval If PTA approves:
Document appears in your Action List for Fiscal approval
If you approve as PTA delegate: Document moves to next level Will not appear in your Action List for Fiscal approval
Fiscal approval is assumed, since you approved as PTA and are Fiscal approver
If You Are
PTA Delegate & Fiscal Approval
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PTA = Fiscal Secondary DelegateExample
Appears in Linda’s Action List for PTA approval
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Appears in Linda’s Action List for PTA approval
PTA = Fiscal Secondary DelegateExample
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PTA = Fiscal Secondary DelegateExample
Appears in Linda’s Action List for PTA approval
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PTA = Fiscal Secondary DelegateExample
Appears in Linda’s Action List for PTA approval
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PTA = Fiscal Secondary DelegateExample
Moves to next level after you approve as PTA Fiscal approval assumed, since PTA approved and is delegate
Fiscal approver will not see the item in Action List
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PTA = Fiscal Secondary DelegateExample
Moves to next level after you approve as PTA Fiscal approval assumed, since PTA approved and is delegate
Fiscal approver will not see the item in Action List
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PTA = Fiscal Secondary DelegateExample
Moves to next level after you approve as PTA Fiscal approval assumed, since PTA approved and is delegate
Fiscal approver will not see the item in Action List
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HRMS Workflow Routing Initiate PTA and Fiscal Approval
HRMS Hierarchy Review Approval
Final Approval Acknowledgements
HRMS Hierarchy Review Acknowledgements Automatic Acknowledgements
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HRMS Hierarchy Review Approval Optional Routing Coordinators and HRMS Functional
team establish these at the request of each Department
Does not use delegation Can assign person or workgroup
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HRMS Hierarchy Review Approval
Workflow Rules Based on Salary Plan, Position Type,
Document Type, Department Department = Chart and Organization
Each department in Organizational Hierarchy checked Organizational Hierarchy defined in FIS
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HRMS Hierarchy Review Approval continued
Organizational Hierarchy Example
Sal Plan = SM Pos Type = PAE Doc Type = Add’l Pay Dept = BA-IMAU
Department ApproverBA-IMAU N/A
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HRMS Hierarchy Review Approval continued
Organizational Hierarchy Example
Sal Plan = SM Pos Type = PAE Doc Type = Add’l Pay Dept = BA-IMAU
Department ApproverBA-IMAU N/A
BA-AXOP N/A
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HRMS Hierarchy Review Approval continued
Organizational Hierarchy Example
Sal Plan = SM Pos Type = PAE Doc Type = Add’l Pay Dept = BA-IMAU
Department ApproverBA-IMAU N/A
BA-AXOP N/A
BL-AXSV BL.AXSV.dbfa auxiliary approvals
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HRMS Hierarchy Review Approval continued
Organizational Hierarchy Example
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HRMS Hierarchy Review Approval continued
Organizational Hierarchy Example
Sal Plan = SM Pos Type = PAE Doc Type = Add’l Pay Dept = BA-IMAU
Department ApproverBA-IMAU N/A
BA-AXOP N/A
BL-AXSV BL.AXSV.dbfa auxiliary approvals
BL-DBFA N/A
BL-BUDG N/A
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HRMS Hierarchy Review Approval continued
Organizational Hierarchy Example
Sal Plan = SM Pos Type = PAE Doc Type = Add’l Pay Dept = BA-IMAU
Department ApproverBA-IMAU N/A
BA-AXOP N/A
BL-AXSV BL.AXSV.dbfa auxiliary approvals
BL-DBFA N/A
BL-BUDG N/A
BL-BL gerstma
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HRMS Hierarchy Review Approval continued
Organizational Hierarchy Example
Sal Plan = SM Pos Type = PAE Doc Type = Add’l Pay Dept = BA-IMAU
Department ApproverBA-IMAU N/A
BA-AXOP N/A
BL-AXSV BL.AXSV.dbfa auxiliary approvals
BL-DBFA N/A
BL-BUDG N/A
BL-BL gerstma
IU-UNIV N/A
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HRMS Workflow Routing Initiate PTA and Fiscal Approval HRMS Hierarchy Review Approval
Final Approval Acknowledgements
HRMS Hierarchy Review Acknowledgements Automatic Acknowledgements
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Final ApprovalMandatory approvalsOnly workgroups are assigned as Final
Approvers Does not use delegation
Routed based on Location of the position Position Type Document Type Salary Plan
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HRMS Workflow Routing Initiate PTA and Fiscal Approval HRMS Hierarchy Review Approval Final Approval
Acknowledgements HRMS Hierarchy Review Acknowledgements Automatic Acknowledgements
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HRMS Hierarchy Acknowledgements Optional Routing Coordinators and HRMS Functional
team establishes these at the request of each Department
Does not use delegation Can assign person or workgroup
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Automatic Acknowledgements Mandatory Defined in Workflow application
Is not rule driven Does not use delegation Cannot ‘assign’ persons or workgroups
Generated for: Disapproval Specific cases
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Automatic Acknowledgements
Disapprovals Initiator Any person who actually approved the
document up to the point of disapproval PTA or PTA delegate Fiscal Approver or FA delegate Anyone who approved as part of HRMS
Hierarchy Review
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Automatic Acknowledgements
Specific Cases Additional Pay documents
PTA & delegate for employee’s department Admin Post documents
PTA & delegate for all depts associated with employee’s admin posts If no PTA for a given dept, org hierarchy is traversed for the first
department that has one Add New Person documents
Initiator (employee ID assigned to new person) Transfer documents
PTA & delegate for dept where an employee is transferring from Departmental Changes
PTA & delegate for previous dept Differing Departments for Job Funding
Fiscal approver & delegate for funding dept, when the account for job funding is different from the dept for the job/position
If no fiscal approver for funding dept, the org hierarchy is traversed for the first dept that has one
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Routing ExampleChange POSITION from BL-CEUS to BL-LCARDocument Type: Maintain Position, Position Type: Academic; Sal Plan: AC1
BL-LCAR First Node approvers BL-LCAR PTA and PTA delegate BL-LCAR Fiscal Approver and PTA delegate
HRMS Hierarchy Review Approvers None: BL-LCAR (CTR FOR LANG CENTRL ASIAN REG) None: BL-ARSD (ARTS & SCIENCES; DEAN) BL.ARSC.arsc academics: BL-ARSC (ARTS&SCIENCES) gerstma: BL-BL (BLOOMINGTON CAMPUS) None: IU-UNIV (UNIVERSITY LEVEL)
Final Approvers BL.DFAC.BLACADFINAL1
HRMS Hierarchy Acknowledgements None established by BL-LCAR for this situation
Automatic Acknowledgements BL-CEUS PTA Approver and PTA delegate
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Workflow Routing
Q & A
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