Manage Absence Approval For HR Initiated Transactions

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In Oracle Fusion, managing absence approval for HR-initiated transactions involves configuring workflows and approval rules to handle various types of absence requests initiated by HR. Here’s how you can manage this process:

1. Define Absence Types and Plans

  • First, make sure that the relevant absence types (like vacation, sick leave, maternity leave) are defined in the system.
  • Navigate to the Absence Management module and configure the absence plans to ensure that all absence requests are routed through the correct approval channels.

2. Create or Modify Approval Rules

  • Approval Management in Oracle Fusion allows you to define rules for HR-initiated absence requests.
    • Go to Setup and Maintenance.
    • Search for Manage Task Configurations for Human Capital Management (HCM).
    • From the list, locate the relevant task such as Absence Request Approval.
    • Open the rule set and add or modify the rules to route the approval based on certain criteria (e.g., job level, absence type, or number of days).
    • You can define conditions like:
      • If an absence is more than X days, it requires manager approval.
      • If HR initiates the absence, the approval goes directly to a higher authority.

3. Manage Approval Hierarchy

  • Ensure that the approval hierarchy is configured correctly. Oracle Fusion allows setting up approval hierarchies based on roles, positions, or management hierarchy.
  • You can define specific paths for HR-initiated transactions so that they don’t follow the same route as employee-initiated ones. For example, HR-initiated requests might bypass the line manager and go directly to senior management.

4. Testing the Workflow

  • After configuring the rules, test the process by initiating an absence transaction as HR and checking if the approval follows the configured path.
  • Use Transaction Console to track and monitor the approval process and identify any bottlenecks or failures in routing.

5. Notifications

  • Ensure that appropriate notifications are set up so that approvers and employees are informed of the status of the request (approved, rejected, or requires more information).

6. Exceptions Handling

  • Define any exceptions in the approval process for urgent or special cases. For example, HR might have the authority to approve certain absence types without following the usual hierarchy.

This approach helps HR manage employee absences more efficiently, ensuring compliance with policies while keeping the process streamlined.

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