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Oracle HCM Cloud: Approvals and Extensibility

Duration: 1 Day

What you will learn

This Oracle HCM Cloud: Approvals and Extensibility training teaches you how to create approval rules and configure
HCM applications. Participate in hands-on, interactive instruction that teaches you how to use the Page Componser,
Oracle BPM worklist and sandboxes.

Learn to:

Create approval rules and groups.

Activating a Sandbox.
Use BPM worklist to configure approval rules.
Configure the springboard.
Customize a page by adding a hyperlink.
Modify page appearances.
Configure a page by applying conditional changes.
Renaming and Reordering Folder Tab
Reorder Fields on Job Table
Customizing Biographical Information on Page Composer Viewing a Worker's Job and Position Name
Create and Update Descriptive Flexfields

Benefits to You

Ensure a smooth, rapid implementation of HCM approvals. Better understand the configuration options to make
improved decisions during implementation. Become more effective at extending Oracle HCM applications. This course is
relevant for any customers using Oracle HCM Applications through Release 11.1.12.

Audience
Implementation Consultant

Related Training

Suggested Prerequisites
Introduction to Oracle HCM Cloud

Course Objectives
Configure approval rules, conditions, and approver groups

Copyright 2013, Oracle. All rights reserved. Page 1

Describe approval and FYI notifications

Use BPM worklist to configure approval rules

Create and work with sandboxes

Customize the springboard

Identify key approval concepts, such as approval workflow, approval policies, and approval transactions

Customize a HCM page by adding content to the page

Modify HCM page appearances

Customize a page by applying conditional changes

Update a descriptive flexfield

Course Topics

Oracle Fusion Approvals and Extensibility Overview

Lesson Agenda
Course Objectives
Course Audience
Course Materials
Information Sources
Course Agena

Approval Management Overview

Approval Workflow Overview
Approval Policies Overvivew
Approval Transactions Overview

Approvals Rule Configuration

Approval Rules Overview
Parts of an Approval Rule
IF Statements
THEN Statements
Creating an Approval Rule
Approval Attribute Overview
Adding Approvers
Configuring Approver Settings

Approver Types
Explain Approval Types
Management Hierarchy
Configuring Management and Line Manager Hierarchy
Job-Level Based Line
Position Hierarchy
Users and Representatives

Copyright 2013, Oracle. All rights reserved. Page 2

Application Role
Creating Approval Groups

Approvals and Notifications

Approval Notifications
Customizing Approval Notifications
FYI Notifications

Oracle BPM Worklist

HCM Approval Management in Oracle BPM Worklist
Roles and Rights for Approving Tasks
Task Aggregation Overview
FYI Notification in BPM
Notification and Reminder Settings
Modifying Approval Rules in BPM Worklist
Setting the Transaction to Automatically Approve

Working with Sandboxes

Sandboxes Overview
Working With Sandboxes
Types of Sandboxes
Types of Customization in Sandboxes
Creating a Sandbox

Extensibility, Customization, and Personalization

Understanding Extensibility
Customization Layers Overview
Working with Shared Components
Customizing the Springboard
Rolling Back, Downloading, and Uploading
Page Composer Migration

Working with Page Composer

Adding Content to a Page
Modifying Page Appearances
Applying Conditional Changes
Customization Migration

Using Flexfields
Describing Flexfields and Components
Describing Flexfields Types
Deploying and Migrating Flexfields

Copyright 2013, Oracle. All rights reserved. Page 3