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Introduction

Profile management provides a framework for developing and managing talent profiles that meet your industry or organizational requirements. Profiles summarize the qualifications and skills of a person or a workforce structure such as a job or position.

Profiles are valuable for tracking workers' skills, competencies, and accomplishments, and for various talent management activities, such as career planning, identifying training needs, performance management, and in the recruitment process for identifying job requirements and suitable applicants.

You can configure Oracle Fusion Profile Management to meet your business requirements using these components: the content library, profiles and profile types, content subscribers, educational establishments, instance qualifier sets, and rating models.

You create person profiles for individual workers and model profiles for workforce structures, such as jobs or positions. The profile type that you select for the model profile determines the information that you complete for the profile. For example, a person profile might contain information about a person's education, language skills, competencies, and activities and interests. A job profile might contain information about the requirements for the job, such as competencies, language skills, degrees, or certifications.

By default, any changes to a talent profile aren't subject to approval. When you edit a talent profile, all changes are visible immediately on the talent profile. HR specialists and implementers can enable approvals for each content type so that worker edits on the worker's talent profile require approval.

In this article we will try to find out about approval rules pre-defined in Fusion environment and the corresponding impact in-case you wish to enable approvals for same.

Enabling Approvals

HR Specialists and Implementers may enable custom approvals for person profile type. We can define approval rules for each content section related to the person profile type. When a worker submit changes for all the approval-enabled content through the Edit Skills and Qualifications Page of the worker’s talent profile, notification is sent to approvers based on default approval rules.

To Enable the Custom Approval rules for the person profile type, select the Person Profile Type on the Manage Profile Types page and click Edit.(below screenshots shows how to navigate there)

Login to application with proper user credentials (HCM_IMPL in this case which has Admin privileges)

Once you click on login this would take you to the Homepage. Click on the Navigator icon and then choose ‘Setup and Maintenance’ link as shown below:

This would take us to a new page where we need to search for ‘Manage Profile Types

A mouse click on the same will take you to a new page where you will be able to view the various profiles. This same Page even allows creation of new profiles, but we would concentrate on the Person Profiles.

In the above screen we could see that the Person (Code) is Selected and next we would click on the Edit Button (Highlighted in Yellow Color) and this would take us to a new page which would display all the content items associated with Person Profile as shown below:

The ‘Enable Custom Approval Rules’ Checkbox should be selected to ensure that any edits/changes/modifications made to any of the content items go through approvals.

There are delivered approval rules which are already in place which comes into effect once the checkbox is selected and we would discuss about the same in next section.

Seeded Approval Rules in Profile Management

Before we try to understand the default approval rules, we should make ourselves aware of the navigation where the setups are defined.

We need to select ‘Manage Task Configurations for Human Capital Management’ task from the ‘Setup and Maintenance’ link as shown:

                             

A mouse click on the task would take us to the BPM worklist area:

Next, we need to select the ‘ProfileCoreHumanTask’:

Once you click on the Task it will take you to the General Properties tab as shown:

Next select the Assignees Tab and select the Blue circular dot (Go To Rule)

Once you click on the same it would show all the rules associated with the selected task.

We could see that there are 5 rules which are preconfigured and a detailed description of the same follows:

PersonProfileApprovalRequired

Attribute Name

Attribute Values

IF

Task.payload.transactionApprovalRequest.attribute2 equals ignore case “PERSON_APPROVAL_REQD”

List Builder

Supervisory

Response Type

Required

Number of Levels

1

Starting Participant

HierarchyBuilder.getManager(“supervisory”,Task.payload.transactionApprovalRequest.Requestor,-1,null,null)

Top Participant

HierarchyBuilder.getPrincipal(“corp”,-1,””,””)

Auto Action Enabled

False

Auto Action

null

Rule Name

“PERSON_PROFILE_APPROVAL_REQD”

What the rule means is that if the Attribute2 which determines the type of approval being followed has a value as ‘PERSON_APPROVAL_REQD’ ( case insensitive values meaning irrespective of the same being either in uppercase, lowercase or Initcap or even mixed ones the condition becomes true as long as the value matches) then it would follow a supervisory approval where the first approval will be required from the requestor( individual who initiated the transaction) and end at the immediate supervisor of the individual on whom the transaction is being performed.

Screenshot:

PersonProfileAutoApproval

Attribute Name

Attribute Values

IF

Task.payload.transactionApprovalRequest.attribute2 equals ignore case “PERSON_AUTO_APPROVAL”

List Builder

Supervisory

Response Type

FYI

Number of Levels

1

Starting Participant

HierarchyBuilder.getManager(“supervisory”,Task.payload.transactionApprovalRequest.Requestor,-1,null,null)

Top Participant

HierarchyBuilder.getManager(“supervisory”,Task.payload.transactionApprovalRequest.Requestor,-1,null,null)

Auto Action Enabled

True

Auto Action

“APPROVE”

Rule Name

“PERSON_PROFILE_AUTO_APPROVAL”

The above means that a FYI notification would be send to the requestor and the action is an auto approved one.

ModelProfileAutoApproval

Attribute Name

Attribute Values

IF

Task.payload.transactionApprovalRequest.attribute2 equals ignore case “MODEL_AUTO_APPROVAL”

List Builder

Supervisory

Response Type

FYI

Number of Levels

1

Starting Participant

HierarchyBuilder.getPrincipal(“TM-MFITZIMMONS”,-1,null,null)

Top Participant

HierarchyBuilder.getPrincipal(“TM-MFITZIMMONS”,-1,null,null)

Auto Action Enabled

True

Auto Action

“APPROVE”

Rule Name

“MODEL_PROFILE_AUTO_APPROVAL”

This is also a FYI notification which would be send to a specific user (it may vary for your individual POD).

ModelProfileApprovalRequired

Attribute Name

Attribute Values

IF

Task.payload.transactionApprovalRequest.attribute2 equals ignore case “MODEL_APPROVAL_REQD”

List Builder

Supervisory

Response Type

Required

Number of Levels

1

Starting Participant

HierarchyBuilder.getPrincipal(“TM-MFITZIMMONS”,-1,null,null)

Top Participant

HierarchyBuilder.getPrincipal(“TM-MFITZIMMONS”,-1,null,null)

Auto Action Enabled

False

Auto Action

null

Rule Name

“MODEL_PROFILE_ APPROVAL_REQD”

PersonProfileTalentScoreRule

Attribute Name

Attribute Values

IF

Task.payload.transactionApprovalRequest.attribute2 equals ignore case “PERSON_TS_APPROVAL_REQD”

List Builder

Supervisory

Response Type

Required

Number of Levels

1

Starting Participant

HierarchyBuilder.getPrincipal(“TM-MFITZIMMONS”,-1,null,null)

Top Participant

HierarchyBuilder.getPrincipal(“TM-MFITZIMMONS”,-1,””,””)

Auto Action Enabled

False

Auto Action

null

Rule Name

“PERSON_PROFILE_TALENT_SCORE_RULE”

This rule would require approval from a specific user (you might setup one as per your POD)

So this is how the seeded profile management rules are setup in a typical Fusion environment. One might either edit the existing ones as per the organization need or even create new ones depending on specific business requirement.

Hopefully this article was able to explain the delivered rules and give an idea about the various attributes.

Thank you for your time and have a nice day!!

Good Bye….

 


Ashish Harbhajanka

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About the Author

Ashish Harbhajanka

 

Oracle Fusion HCM Techno Functional Consultant with overall 10 years of Experience in software industry with 5 years in EBS HRMS and rest 5 in Fusion HCM.

My areas of intesrest in Fusion HCM include :

a) Inbound Outbound Integration using FBL/HDL or BIP/HCM Extracts.

b) Fast Formula

c) BIP Reports

d) OTBI Reports

e) RESTFUL API / Web Service Call

f) Functional Setup

g) End to End Testing

h) Regression Testing

i) Preparing COnfiguration Workbooks

j) Creating Speed Solutions

k) Preparing User Guides

l) UPK

........

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