Approval style in OTL

When we submit the time card it goes to HR supervisor for approval. But the client wants to only route the time card to admin supervisor( this data will be maintained in DFF on assignment form) Admin supervisors are different for different employees. Is it even possible in OTL? What will be teh functionality changed in Approval style window?
How can this be achieved? If its customization to OTL workflow for employees what are the consequenceS whenever new release or patch comes in place.
Thanks

It is of course not a seeded functionality. You will have to customize your workflow.
Create a new workflow item, and attached it to as described in Metalink note 251091.1
Thanks
Tushar

Similar Messages

  • How to change the Approval name in OTL Timesheet

    Hi Guru's,
    We are facing one issue in OTL Module.
    - We define Approval Style with Approval Style Components as 1. Payroll- Auto Approve 2. Projects- HR Supervisor.
    Now the HR Supervisor went on leave with out setting up the vacation rules. Employees are already submitted their Time sheets for this particular period.
    Not sure how to assign this time approvals for the different supervisor.
    If any one have any idea about it kindly share your thoughts with me.
    Regarding the setup part how to system identify the employee as HR Supervsor, is it supervisor for that employee?
    Regards,
    Joshna.

    I am not sure about how to change SERVICE_NAME in PL/SQL Developer (if at all it can be done in that ), but you will have to change the SERVICE_NAME in the TNSNAMES.ORA file.
    1. Locate the entry for PLSExtProc in the file tnsnames.ora at:
    $ORACLE_HOME/network/admin/tnsnames.ora
    2. Change the SERVICE_NAME = ORCL
    3. Save and reconnect
    Aalap Sharma :)

  • Dynamic Approval Level in OTL Approvals

    Hi..
    We have the following requirement:-
    For each employee there is an EIT against which a number is stored (1,2,3). Based on the number, the approvals for timecard should flow.
    Can anybody please help regarding this requirement. We tried the below approach but were unsuccessful
    1. Created an XXAPROVAL_STYLE with Entry Level Component
    2. Created 3 Formula (Level 1 , level 2 and Level 3)
    3. In the first formula
    level= get_employee_level
    If level = 1 then
    approval_mechanism_id = get_level_1
    Return Approval_mechanism_id
    In the second fast formula
    level= get_employee_level
    IF LEVEL = 2 THEN
    approval_mechanism_id = get_level_2
    Return Approval_mechanism_id
    The issue we faced was if employee had level 1, the approval style still went into rule 2 and returned null in the approval_mechanism_id. Hence the process went into error.
    Please kindly help us achieve this requirement.
    KIndly suggest any other way we cud achieve this requirement.
    REgards
    Murtuza

    Hi..
    We wont be able to do that since for a level 2 it should go to first level 1 approver and then level 2 approver.
    Hence it wont help in a single formula
    Regards
    Murtuza

  • Workflow not appearing in Approval Style

    Hi friends,
    I have created a custom workflow which will define the approval process for the timecards. I am trying to create an approval style an while doing this I intend to select the custom workflow. When I select the workflow option I cannot find my workflow process there. How can I link the custom workflow.
    Can someone help please.
    Thanks

    Your workflow should be a subroutine of the seeded 'dummy' workflow. Or you should have made a copy of the seeded workflow and be calling that.
    Check the implementation guide section 3-28 which explains.
    Regards
    Tim

  • OTL Multiple Approver Levels

    In OTL while defining Approvers, We have defined HR Supervisor as Approver for Human Resources Applications. Now we want to set second approver level, which can be person/ or formula.
    But when I defined another level with same Application it gives an error that I can not have two rows for same application. Then how can I implement above functionality using approval style

    I guess you can achieve it using Entry Level Aprovals.
    1. Define a empty Time category(TC1)..i.e. just select Dummy Element context, do not select any element name (its implied that Time category includes all elements)
    2. In the Approval style scree, select Entry level approvals as the approval mechanism.
    3. Click Entry Level approval fragments button
    4. Define as follows
    Row1=> TC1 - HR Supervisor - 1 (seq)
    Row2=> TC1 - Person - <person name> - 2(seq)
    I guess it should work

  • Question OTL Timecard (Auto-Approval).

    Hi All,
    I'm facing a problem while uploading the time via OTL API's.
    I'm using below OTL API's to upload the time.
    1.hxc_timestore_deposit.create_timecard_bb
    2.hxc_timestore_deposit.create_day_bb
    3.hxc_timestore_deposit.create_detail_bb
    4.hxc_timestore_deposit.execute_deposit_process
    By these API's I am able to submit the timesheet with status as 'SUBMITTED' but not as the 'APPROVED' status.
    Is there any setup/profile option to auto-approve these timesheets.
    Can any of guys let me know what is the exact issue.
    Thanks in Advance.
    --Raja                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               

    Raja,
    What is the approval style defined for the timecard?
    Timecards are always created in the Submitted or Saved mode. If you want the auto approval, make sure that the corresponding approval style is defined in the setup.
    --Shiv                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               

  • Timecard submitted from OTL Timekeeper screen is auto approved.

    Hi all
    Timecards submitted from OTL Timekeeper screen are auto approved even if I set the Time Store Approval Style preference to Supervisor Approval and link the preference to Timekeeper responsibility using Eligibility Criteria tab.
    I am expecting the timecard should go for an approval to supervisor since the approval style preference is set to Supervisor Approval but its auto approved as soon as the timecard is submitted. May I know the reason why the timecard is auto approved or am I missing any setup to send the approval notification to supervisor. Here the customer would like send the approval notification to supervisor if the timecard is submitted from timekeeper screen. Please advice.
    Please note that timecard submitted from self-service time is sending the approval notification to supervisor as expected.
    Thanks for your help.
    Regards
    Nag

    Hi
    Thanks for the response.
    As per my understading, prefereces linked to responsibility wouldn't be considered if the timecard is submitted for approval through timekeeper. In my case, i have three different users employee, admin & manager. If either employee or admin submit the timecard then it should be sent to approval for manager. If manager submits the timecard then the timecard should be autoapproved. Pls note that all three will be using three different responsibilities to submit the timecard. I have created 4 differents of preferences.
    The preferences are linked as follows:
    Default preferece (Auto Approval) linked to All People with precedence 10
    Employee preference (Supervisor Approval ) linked to Self-Service Time responsibility with precedence 20
    Admin preference (Supervisor) linked to OTL time-keeper responsibility with precedence 30.
    Manager preference(Auto Approval) linked to OTL Super Time-Keeper responsibility with precedece 40.
    With the above setup, approvals are working fine as expected but if the timecard is submitted by admin then it's getting auto-approved.
    To fix the issue, i have changed the setup slightly as below
    Default preferece (Supervisor Approval ) linked to All People with precedence 10
    Employee preference (Supervisor Approval ) linked to Self-Service Time responsibility with precedence 20
    Admin preference (Supervisor) linked to OTL time-keeper responsibility with precedence 30.
    Manager preference(Auto Approval) linked to OTL Super Time-Keeper responsibility with precedece 40.
    With this setup, timecard submitted by admin is going for an approval to manager (as desired) but if manager submits the timecard then the workflow sends a notification to the manager for approval which is not expected.
    Is there anyway to have different approval styles for both manager & admin. If admin submits then it should be sent for approval otherwise if manager submits then it should be auto approved.
    Please advice.
    Thank you so much for your help.
    Regards
    Nag

  • OTL Superviour Login - Approval

    Hi folks,
    I need very urgent help from you folks, I am using OTL version 11.5.10.2. I am not able to see employee timecard submission in superviour login. tesing in vision instance
    I have verified the followings,
    1. Both are using the same preference(proj override)
    2. Approval style is HR suerviour
    3. I could able to see the approval style in employee tab.
    4. I am using "Mass Approver" responsibility
    5. I ran the Workflow backgroup process concurrent program using the following parameter, (Employee only)
    Please let me know if i am missing anything above or is there any other reason.
    Thanks in advance.
    Regards
    Stalin G

    You may need to check that the system profile OTL:Defer Approval Process on Timecard is set to NO. This will then send the notification directly to the supervisor as soon as the timecard is submitted.
    As another respondent pointed out too, you need to make sure that the approval period preference is using an approval period which is consistent with your timecard period. For example, if the timecard period is 7 days and you submit a t/card for week ending 08/07/07, the approval period needs to have ended by 08/07/07 to make it visible to the approver. I usually advise that approval periods and timecard periods coincide unless there is a really good business reason why they should not.
    There are many other possibilites as to why this might not be working, but try these suggestions first.
    Regards
    Tim

  • OTL Timecard Approval

    HI
    I am Implementing OTL with respect to Project from Scratch, I can raise a Time card and submit. when I submit time card, it is not going for approval for next level. can any one help me with required setups, to take my Time card to next level for approval.
    thanks in advance..
    Subhas

    Use approval styles. Here you can select from a variety of techniques to determine the approval route.
    * Autoapprove - use if no approval required
    * HR Supervisor - the supervisor recorded in the HR assignment record for the owner of the timecard
    * Fast formula - used to determine the approval mechanism
    * OTL also comes with a seeded (empty) approval workflow - use this if you need complex decisions which cannot be met by any of the other techniques.
    * Entry level approval - allows different approval mechanisms and rules per timecard category
    Regards
    Tim

  • OTL - Auto Approving timecard

    Hi,
    We have got an issue where timecards get auto approve for cases given in metalink note 443432.1. What I want to know - is there anyways we can stop auto approve? Through some profile option or something.
    Thanks!

    The approval style form includes a number of components.
    The first component is a 'data interdependency rule'. In this section you can create a validation rule for whether the data needs approval. This can be done for each receiving application for the timecard information.
    The second section determines the approval method. e.g. HR Supervisor, Project Manager etc.
    IIn the data interdependency section, the rule is coded in a Fast Formula. The FF can call an external function, so basically any logic is possible. The prupose of the rule is to return a flag indicating if the data for a specific application needs approval. If the FF returns Y(es) then the subsequent approval method for that application will be invoked.
    Using this method, you can control what data requires approval and what does not.
    If you extend this to use time categories, you can effectively determine if a subset of data requires approval.
    Hope this help! It's a rather complex part of OTL that can take a long time to explain.
    Regard
    Tim

  • OTL HR Supervisor approval routing to different HR Supervisor

    Hi ,
    Can anyone help me with this...
    My client is global and we have implemented OTL in Germany BG and US is corporate Head quarters.
    My approval style is HR Supervisor. The problem here is employee and his hr supervisor is in Germany BG , but some how it is routing to vice president in US business group.
    Can someone help me with this please???

    Thanks for reply Raj......
    Everything was checked already, and there was no update or correction in record,and this happened only when i change approval style from auto approve to HR Supervisor in month of feburary and then I again had to change it to auto approve in March.....

  • OTL Timecard Approver

    Hi All ,
    I have a requirement where in the timecard approval notifications should go to a specific employee (not to the supervisor) . I see in the Approval styles window , we have options like Workflow or Formula Mechanism .
    Can someone please throw somelight as to what should be the quickest way to achieve my custom requirement . I would be storing the timecard approver information in the Soft coding KFF ("Timecard Approver" field) on the assignment screen .
    Thanks in Advance .
    Thanks,
    Chandu

    Chandu,
    The predefined Oracle Projects timecard layout has an Override Approver field. The
    worker can select anyone in the business group as the override approver. The timecard
    is sent to this approver only, and the usual approval style is not activated.
    You enable the field by setting the following preferences:
    Enter Override Approver preference to Yes
    Override Approval Style segment of the Approval Style preference to Projects
    Override Approver
    (Optional) Default Approver preference to a name to display a default value for the
    Override Approver field.
    You can restrict the list of values for the Override Approver field by modifying the
    Overriding Approver view.
    --Shiv                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       

  • Setting up vacation rules from Mass Timecard Approval Responsibilty.

    Our users are using the Mass Timecard Approval for Oracle OTL to approve timecards. This does not however seem to have a link to set up vacation rules. It seems they can only do this from their workflow homepage however we don't want to have to re-assign everyone a different responsibility.
    I tried just adding the workflow function to the Mass Timecard Approval menu however when I tried to access it says not available from this responsibility (or something similar) - I think this is because it is a self service responsibility.
    Anyone any ideas?
    Thanks

    Hi,
    Are you using OTL Approval Formulas?
    If not, you can shift to this style.
    In your OTL Approval Formula, you can check, if person has any vacation rule set, if so you can redirect approval notification based on the rule set.
    Regards,
    Ashish Shah

  • OTL Timecard Rejection/Resubmission

    Hi All,
    I am working on OTL Timecard Approval Workflow. I have a requirement as mentioned. Please let me know if it is feasible or not.
    Approval Style used is Project Manager.
    Hence when timecard is submitted, it is split into the number of projects in the timecard and sent to project manager's approval.
    I have a second level of approval also which I have achieved through workflow customization.
    The main scenario is as below.
    An employee submits a timecard with 2 different projects.
    Project manager of first project approves and is routed to next level of approval.
    Project Manager of second project rejects the timecard.
    Requirement
    In that case, employee has to resubmit the timecard after making necessary changes and should be routed only to the person who rejected the timecard.
    But, in general, when a timecard is submitted again, the previous workflow is cancelled and whole new workflow is triggered, which will send notifications to all.
    Is there way to achieve this?
    Waiting for your inputs.
    Thanks,
    Anand

    HXCEMP workflow is not responsible for displaying the timecard information in the notification. It just routes to the relevant approver,
    Did you configure the Notification layout as well (along with Time entry layout)? You need to have the similar changes to Notification layout.
    Ramu

  • Auto Approve when submitted from Timekeeper Entry Form

    Hi,
    I have requirement where in there are 2 levels of approval.
    1st level approver is Project Manager or Supervisor.
    2nd Level Approver is Timekeeper.
    When timekeeper submits from the timekeeper entry form, I want the timecard status to be changed from Submitted to Approved.
    OTL Preference ->Custom Preference ->  Time Store Approval Style -> Project Manager
    Kindly provide a solution for this.
    Thanks,
    Anand

    Hi,
    I have requirement where in there are 2 levels of approval.
    1st level approver is Project Manager or Supervisor.
    2nd Level Approver is Timekeeper.
    When timekeeper submits from the timekeeper entry form, I want the timecard status to be changed from Submitted to Approved.
    OTL Preference ->Custom Preference ->  Time Store Approval Style -> Project Manager
    Kindly provide a solution for this.
    Thanks,
    Anand

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