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    How To Enable EIT in Self Service and in Core HR

    Uploaded by

    Maged Ali
    This document discusses how to create an extra information type (EIT) and enable it in the Self-Service application. It involves 3 steps: 1) creating and registering the EIT, 2) customizing the workflow and creating a link in Self-Service, and 3) setting up approval rules. The EIT will allow employees to enter multiple records with fields like name, date, amount, and status, and route them for approval. The solution configures the EIT, customizes an existing workflow, personalizes the Self-Service page, and links to the new EIT record entry form.

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    How To Enable EIT in Self Service and in Core HR

    Uploaded by

    Maged Ali
    969 views35 pages
    This document discusses how to create an extra information type (EIT) and enable it in the Self-Service application. It involves 3 steps: 1) creating and registering the EIT, 2) customizing the workflow and creating a link in Self-Service, and 3) setting up approval rules. The EIT will allow employees to enter multiple records with fields like name, date, amount, and status, and route them for approval. The solution configures the EIT, customizes an existing workflow, personalizes the Self-Service page, and links to the new EIT record entry form.

    Original Description:

    How to Enable EIT in Self Service and in Core HR

    Original Title

    How to Enable EIT in Self Service and in Core HR

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    This document discusses how to create an extra information type (EIT) and enable it in the Self-Service application. It involves 3 steps: 1) creating and registering the EIT, 2) customizing the workflow and creating a link in Self-Service, and 3) setting up approval rules. The EIT will allow employees to enter multiple records with fields like name, date, amount, and status, and route them for approval. The solution configures the EIT, customizes an existing workflow, personalizes the Self-Service page, and links to the new EIT record entry form.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    969 views35 pages

    How To Enable EIT in Self Service and in Core HR

    Uploaded by

    Maged Ali
    This document discusses how to create an extra information type (EIT) and enable it in the Self-Service application. It involves 3 steps: 1) creating and registering the EIT, 2) customizing the workflow and creating a link in Self-Service, and 3) setting up approval rules. The EIT will allow employees to enter multiple records with fields like name, date, amount, and status, and route them for approval. The solution configures the EIT, customizes an existing workflow, personalizes the Self-Service page, and links to the new EIT record entry form.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    of 35

    B) How to Enable EIT in Self Service and in Core HR

    Extra Information Types (EITs) are a type of descriptive flex-field that help us to configure and store the extra information. Unlike the descriptive flexfield,
    EITs are child entities with separate tables to hold the information. It means one can store multiple instances of an EIT for each main record.
    Here we will discuss about how to create an EIT and enable in Self-Service.

    Basic Requirement
    Our basic requirement is to create an EIT (person) with the following editable field.

    1. Full Name --- Mandatory Free text field


    2. Effective Date ---Mandatory Date field
    3. Amount --- Mandatory Numeric field
    4. Closed(Y/N) --- Mandatory Field with Y/N LOV

     The EIT will be viewable from US Super HRMS Manager and Employee-Self Service responsibility.
     In self-service a dedicated link should be provided to see/update/add data to this EIT.
     Other EIT must not be visible from this new link available under Employee-Self Service Menu.
     Employee will able to Add/Update the entery and on submission this will go for approval.
     HR can enter information directly via Super HRMS Manager.
     User should able to enter more than one entry.

    The Self-service page and Core HR page look-n-feel is shown below.

    Self-Service Page
    Core HR Screen
    Solution Approach
    Our Solution can be divided into three different parts
    1) Creation and Registration of EIT
    2) Workflow customization, Link Creation under self service responsibility and Personalization
    3) AME Rule Setup for Approval Cycle.

    Here we will discuss about point 1 & 2.Point3 will be discussed in a separate article.

    1) Creation and Registration of EIT


    A) Navigation:- Application Developer >> Flexfield >>Decriptive >> Segments
    i) Since we are creating a people EIT, so query for "Extra Person Information" and unfreeze the flexfield Definition and create new Context field code
    Context field Code:- XX_TEST_EIT
    Name :- Test Person EIT
    Description :- Test Person EIT
    ii) Now click on the Segments and define the segments as per our business need.
    Note:- For simplicity of our discussion, we kept all the field as "Free text". One can attach any valueset as per the requirement.
    To add the valueset highlight any segment and click on "Open" button.
    iii) once the segments are designed and declared, click on the save button and close the "Segment Summary" window.
    Now freeze the flexfield Definition and Compile the EIT.
    iv) Now our EIT Definition is ready, and we will register the newly defined EIT.
    Navigation:- US Super HRMS Manager >> View >> Request >> Submit a New Request
    Concurrent Program Name:- Register Extra Information Types (EITs)
    Parameters
    Table Name :- PER_PEOPLE_INFO_TYPES [Select it from the drop down available. Since it is a people EIT hence, we have to select this value]
    Information Type :- <Name of our EIT>[identify the EIT from the LOV]
    Multiple Rows :- <Value can be Yes/No>
    Yes:- if we select Yes, it means we are allowing users to enter more than one record for this EIT definition.
    No:- If we select No, it means users are allowed to enter only one record for this EIT definition.
    Legislation Code*:- <Select the proper legislation for the EIT information type>.
    Here we are selecting "United States".

    * :- If we keep the legislation code null, then EIT will be visible from all business groups/legislation.
    v) Now once the concurrent program is completed successfully, our EIT is now registered.
    There is information type security is in place for EIT. This will help us to restrict the group of users who can see/modify the data.
    Navigation:- US Super HRMS Manager >> Security >> Information Types Security
    Now query for the responsibility for which we want to make the EIT visible and attach the EIT.
    2) Workflow customization, Link Creation under self service responsibility and Personalization
    A) Workflow customization
    As we all know, most of the self-service process is attached with a workflow which enable us to automate the approval process.The EIT is also follow the
    same architecture.
    i) To identify the seeded workflow name, First we have to identify the menu for the seeded responsibility "Employee Self-Service".
    The name of the menu is "Employee Self Service"

    Navigation :- Application Developer >> Application >> Menu


    ii) Navigation :- Application Developer >> Application >> Function
    Now query for the identified function and go to the "Form" tab.Once we are in the Form tab open the Parameters attribute in editor and check the
    workflow name.
    ii) Now open workflow builder and open the HR workflow(item type:- HRSSA). Identify the process and copy the seeded process and paste it with a
    custom name.
    ii) Before saving the workflow, open the newly created custom workflow process and double click on the node "HR_EIT_JSP_FCT".
    Now go to the "Node attribute" tab and select "PERSON" for the "Hr Eit Type" attribute.
    Once the value is selcted, clcik on "OK" and "APPLY" and save you workflow definition in database
    B) Link Creation
    Our custom workflow is now ready. Now we have to create a custom link under the seeded responsibility "Employee Self-Service"

    i) First we have to create a custom function and attached the newly created custom workflow.
    [Easiest way to do that:-Copy it from the identified seeded function HR_EIT_SS and then change it.]

    Description Tab

    Attribute Value
    Function XX_HR_EIT_SS
    User Function Extra Information Types-
    Name Test
    Description Extra Information Types-
    Test

    Properties Tab

    Attribute Value
    Function XX_HR_EIT_SS
    Type SSWA jsp function
    Maintenance Mode None
    Support
    Context Dependence Responsibility

    Form Tab

    Attribute Value
    Function XX_HR_EIT_SS
    Form
    Applicatio
    n
    Paramete pAMETranType=SSHRMS&pAMEAppId=800&pProcessName=<Internal name of custom workflow
    rs process>&pItemType=HRSSA&pCalledFrom=<Name of the custom function>&pPersonID=&pFromMenu=Y

    Ex:- In our case , the value will be as mentioned below

    pAMETranType=SSHRMS&pAMEAppId=800&pProcessName=XX_HR_EIT_JSP_PRC&pItemType=HRSSA&pCalledFrom=X
    X_HR_EIT_SS&pPersonID=&pFromMenu=Y

    Web HTML

    Attribute Value
    Function XX_HR_EIT_SS
    HTML Call OA.jsp?akRegionCode=HR_CREATE_PROCESS_TOP_SS&akRegionApplicationId=800&OAFunc=<Name of the
    custom function>

    Ex:- In our case , the value will be as mentioned below

    OA.jsp?akRegionCode=HR_CREATE_PROCESS_TOP_SS&akRegionApplicationId=800&OAFunc=XX_HR_EIT_SS
    ii) Now query for the seeded menu and attach the custom function.Save the definition.

    C) Personalization of the page


    Now our link will be available under the responsibility. But it will show all the person EIT that are configured to see under Employee Self-
    Service
    responsibility. To show only our custom responsibility we have to personalize the page.

    i) To personalize the page enable the personalization for the user and click on the personalize page hyperlink.
    [Note:- This can be done through "Functional Administrator" responsibility by setting the personalization Context]
    ii) Search for "Flex: Descriptive Flex..." attribute and click on the pencil icon to personalize the page.

    iii) Put the flexfield name and segment/s which we need to display.Click on Save to save the definition.
    In our case segment list will be looks like

    XX_TEST_EIT|Full Name|Effective Date|Amount|Closed(Y/N)


    Now our page is ready to be use. It will only show the single EIT and allow the user to add multiple rows.Setup the AME rule to incorporate the approval
    cycle.
    Note:- 1) Sometime after doing the configuration, page may throws some error or not viewable as per configured.
    So, it is always advisable to bounce the middle tier after configuration.
    2) Before setting up the AME rule, please ensure that HR_APPROVAL_REQ_FLAG node attribute value is set to "Yes" or "Yes- Dynamic Approval"
    in
    "HR_REVIEW_CHANGES_JSP_FCT node for the custom workflow process that we created[or attached with the function].

    If the value is set as "No", It will not go for the approval even after AME rule is in place.
    3) Some Useful information on EIT
    SITs are stored in a key flexfield combination table where the combination of segments must be unique - a
    feature of all key flexfields.
    EITs are stored in a descriptive flexfield table where the combination of segment values do not need to form a unique key.

    4) Upload/Download Workflow Definition from Database


    Workflow definition loaded is available with workflow builder, it means one can upload/download the workflow deifnitions from database using
    workflow builder.
    Oracle also provided us a concurrent program to upload/download the workflow definition.

    Concurrent Program Name:- Workflow Definition Loader

    Parameter
    a) Mode:- Download :- Download from database to file
    Force :- Force upgrade of database definition regardless of the access levels
    Upgrade :- Upgrade database from file
    Upload :- Upload file to database

    b) File :- Full path name of the file [along with file name] from where it will be uploaded to database/ downloaded from database.

    c) Item type:- Select the item type which you want to download.
    Remember:- While uploading the workflow definition, don't enter the item type, if it contains more than one item type.
    If Item type is entered, then definition will not be uploaded in the database and program will ends in error.
    For Example:- HR workflow contains FNDFFWK,WFSTD item type along with HRSSA. This is because HRSSA item type has a
    dependency on those workflow.
    References:-1) https://metalink.oracle.com
    2) Oracle Applications Flexfields Guide(Release 12) B31456-01

    Disclaimer:- This is a knowledge sharing site. This topic talks about a custom solution. Oracle may not provide you a support for any data
    corruption or any other problem in your custom code/problem arises because of the custom code. The author is not responsible for any kind
    of system/data problem appears because of usages of this code.Reader/implementer must do it on his/her own risk/responsibility.

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