Configuring Worksheet Approvals in Oracle Fusion HCM for compensation plans is essential to ensure that compensation proposals made by managers follow a defined approval workflow before final submission. Here’s how you can configure worksheet approvals step-by-step:
1. Navigate to Compensation Work Area
- Go to Navigator > Compensation > Manage Compensation Plans.
2. Open the Compensation Plan
- In the Compensation Work Area, find and open the compensation plan you want to configure.
- Click on Edit Plan to modify the settings.
3. Go to the Approvals Section
- In the compensation plan configuration, navigate to the Approvals tab.
- Here, you’ll set up the approval hierarchy and rules for worksheet submissions.
4. Select Approval Type
You can choose between different approval types based on your organization’s structure and needs:
- Manager Hierarchy: Approvals follow the managerial reporting hierarchy.
- Custom Approval Rules: Use business rules to create custom approval flows based on specific criteria.
5. Configure Manager Hierarchy Approvals
- If you select Manager Hierarchy, approvals will move upwards through the direct reporting chain.
- Specify whether all levels of managers need to approve or if only a single manager is needed.
- Define how many levels of management should be involved in the approval process (e.g., 1 level, 2 levels).
- Define what happens if a worksheet is rejected by a manager (e.g., if it returns to the original submitter for correction).
6. Configure Custom Approval Rules (Optional)
- For more complex approval flows, you can configure custom rules:
- Go to Manage Approval Rules.
- Define rules using conditions such as:
- Employee’s job grade or department
- Total compensation amount exceeding a certain threshold
- Performance ratings
- These rules can route worksheets to specific individuals (e.g., HR personnel, department heads, etc.).
7. Set the Workflow for Submission and Approval
- Specify how managers submit worksheets for approval.
- Choose between Auto Submission (automatically submitted to the next level) or Manual Submission (managers must manually click to submit).
- Define whether worksheets should be approved in sequence or if they can be approved in parallel by multiple approvers.
8. Configure Email Notifications
- Set up email notifications to inform managers when they need to approve or review a compensation worksheet.
- Notifications can also be sent to employees when their compensation is approved or modified.
- You can configure reminders for pending approvals after a certain period.
9. Add Delegation Rules (Optional)
- If needed, configure delegation settings so that managers can delegate their approval responsibilities when they are unavailable.
- Go to the Delegation tab within the approval setup to enable this.
10. Test the Approval Flow
- Once everything is set up, test the approval flow by creating a test worksheet.
- Check if the approvals are correctly routed based on the configurations.
11. Review and Finalize
- Once the approval setup is tested and verified, finalize the configuration.
- Managers will now follow the configured workflow for approvals during the compensation cycle.
Summary of Key Steps:
- Navigate to the Approvals Section in the compensation plan setup.
- Select Approval Type (Manager Hierarchy or Custom Rules).
- Configure Manager Hierarchy approvals or set Custom Approval Rules.
- Define the workflow for submission and approval.
- Configure Email Notifications and set up Delegation if needed.
- Test the approval flow to ensure it’s functioning as expected.
By configuring worksheet approvals, Oracle Fusion ensures a controlled and structured compensation process, providing transparency and checks in decision-making before final compensation changes are applied.
Comp Plan Setups – Configure Worksheet Approvals