Saturday, December 29, 2012

Programs to Synchronize Workflow Roles


Resend Failed/Error Workflow Notifications 
Workflow notifications fail to be sent for multiple reasons.  The workflow mailer can hang due to server issues.  The email address can be incorrect.   The recipient’s mailbox may be full. The Resend Failed/Error Workflow Notifications will send any notifications based on the parameters selected where the mail_status = ‘MAIL.’  The risk is that old notifications may be sent for workflows that are no longer valid. The user must carefully enter parameters to resend notifications only for a specific day or a specific  workflow item.  Alternatively, execute a SQL statement to set the mail_status to null where the status = ‘CLOSED’ or ‘CANCELLED’ prior to running this concurrent program

Workflow Directory Services User/Role Validation 
This concurrent program is a data fix for user/role associations in the table WF_LOCAL_ROLES and fixes two common issues.  If this table is missing information, users will often not receive emails.  It also can result in missing responsibilities.  This program must be run twice with a different combination of parameters.  This is explained in detail in MetaLink Doc Id: 418765.1.  The first time, set she parameters Fix Dangling User/Roles=Yes and Add Missing User/Role assignments=No.  This removes the association from WF_LOCAL_USER_ROLES if the corresponding user or corresponding role is missing.  The second time, these parameters are flipped to add missing associations to WF_LOCAL_USER_ROLES to have corresponding user/role assignments in WF_USER_ROLE_ASSIGNMENTS

Synchronize Workflow Roles 
This concurrent program is specifically related to CRM modules.  If a workflow errors with the message “’x’ is not a valid role or user name”, this concurrent program will synchronize the attributes and records in the WF_LOCAL_* table with mismatching records in the Resource manager tables to eliminate this error

Synchronize WF LOCAL tables 
If a user is not receiving emails, I typically will immediately run this concurrent program as a first step.  This program synchronizes application data from specific modules with the WF_LOCAL_ROLES and WF_LOCAL_USER_ROLES tables.  There are a lot of problems with directory services corruption prior to 11.5.10.2 RUP4.  If you are on an earlier release, then schedule this program to run nightly.

How to change Name Formats using Person Name Formats

How to Change Full Name

Go to HRMS Super User à Other Definitions à Person Name Formats

Format Type: Full Name
Legislation: <Desired>
User Format Choice: Local Format


Run Program“Update Person Names” to Apply the Changes made

SELECT *
  FROM PER_ROLE_ROLES_V;

select full_name from per_all_people_f where person_id = <person_id>;

Run the Above Scripts to check if the Format of Full Name has changed


How to Change List Name à This is Display Name used in all List of Values

Go to HRMS Super User à Other Definitions à Person Name Formats
Format Type: List Name
Legislation: <Desired>
User Format Choice: Global Format


Run “Update Person Names” to Apply the Changes made

SELECT *
  FROM PER_ROLE_ROLES_V;

Run the Above Script to check if the Format of Display Name has changed


HR Important Profile Option's



DateTrack:Reminder
Determines whether the Decision window appears when you open a window in which you can enter, update, or delete datetracked information. Notice that the Decision window never appears on windows where you can query datetracked information but not update it. There are three possible values:
Always (the window always appears)
Never (the window never appears)
Not Today (the window appears only if the effective date is not the system date)

HR: Absence Duration Auto Overwrite
Controls whether the absence duration formula automatically recalculates the duration of an absence when the date or time of the absence is changed. Set the profile option to Yes if you have created an absence duration formula (or one is supplied by your localization team) and you want absence durations to be recalculated automatically.

HR: Absence View Layout
Controls whether a manager sees the Detail Summary View in a Form or Tabular Format.This profile option is used in SSHR.


HR: Accrual Plan Element Set Displayed to User     
Enables the display of accrual balances in the SSHR Leave of Absence page, when you attach the required element set to this profile at the appropriate levels.

Enable Personalization in PUI
Utilities:Diagnostics
FND: Diagnostics

HR:Action Parameter Group Name
Identifies the set of action parameter values for a Data Pump run. You use action parameter values to control the Data Pump process run, for example, to enable parallel processing, to control the number of API batch calls, and to specify the number of errors allowed before the process run fails.

HR: Actions - Validation
 Controls the point at which the application runs validation checks for Pending workflow transactions within SSHR. The validation can be carried out using one of the following options:
 All actions are validated
Only the preselected action is validated. The other actions are validated after selection.
All actions are validated after selection.This profile option is used in SSHR.

HR:Allow Approver Updates to Self Service Actions 
 Controls whether an approver can make updates to self-service actions. The self-service actions functionality uses Oracle Approvals Management (AME) to determine the list of approvers for the action. If you set this profile option to No, the approver can approve or reject the action or return the action to a previous approver on the chain after receiving the workflow notification. If you set this profile option to Yes, the approver can also update the action, for example, change the effective date.
This profile option is used in SSHR.

HR:Business Group
This profile option determines the business group linked to a responsibility. The Setup Business Group is defaulted at Site level. If you use Standard HRMS security this option is automatically set up when you enter the HR: Security Profile profile option, except in cases where you are using a global security profile (that is, a security profile that does not specify a business group). In this case, you must specifically set up this option for each responsibility. If you use Security Groups Enabled security, this option is not user-configurable. The business group is determined when you create a security profile assignment using the Assign Security Profile window.

HR:Cross Business Group
Controls whether users of some HRMS windows can see certain information for more than one business group.

For example, when defining contacts, you can see contacts in one business group, even if they have been created in another. Similarly, when nominating a supervisor for a person, you can select a supervisor from another business group. In addition, if you set this option to Yes, it:

• Enables users to select benchmark jobs from other business groups
• Checks for the uniqueness of job names across all business groups and issues a warning if you attempt to enter a non unique name 1-96 Oracle Human Resources Management Systems Configuring, Reporting, and System Administration Guide
• Enforces that there can only be one master job group
• Enables users to create global competencies and rating scales
• Controls whether users can select people from other business groups in the following fields in HRMS windows:
• Absence: authorizing person, replacement person
• Applicant Assignment: recruiter, supervisor, referred by
• Assignment: supervisor
• Organization Manager Relationship: manager - also controls whether organizations from other business groups are available.
• Events: event participants, internal contact person
• Employee review: reviewers
• Requisitions and Vacancies: requisition raised by, recruiter
• Recruitment Activity: authorized by, internal contact
• Termination: accepted by
This profile option also controls the filtering of HRMS secure views. If you set this profile option to Yes, secure views display data across all business groups. If you set this profile option to No, the views filter data by the business group of the current security profile.

HR: Security Profile
Restricts access to the organization, positions and payrolls defined in the security profile. This option is predefined at Site Level with the view-all security profile created for the Setup Business Group. If you use Standard HRMS security you must set up the HR: Security Profile profile Security Rules 1-113 option for each responsibility. If you use Security Groups Enabled security you must not set up the HR: Security Profile profile option. This is set up automatically when you assign security profiles using the Assign Security Profile window. You must only change the HR: Security Profile option by assigning a different security profile to a responsibility using the Assign Security Profile window.

HR:User Type
Limits field access on windows shared between Oracle Human Resources and Oracle Payroll. If you do not use Oracle Payroll, it must be set to HR User for all responsibilities. Note: You must set this profile option at responsibility level. If you do use Oracle Payroll, you can give each responsibility one of the following user types, depending on the work role of the holders of the responsibility:
• HR User
• HR with Payroll User
• Payroll User

HR: NI Unique Error or Warning
Enables you to change the default warning to an error message. If you want to warn users that the national identifier they have entered already exists, leave the default as warning. If you want to prevent a user entering the same national identifier more than once, you can change the message to an error. This stops the user entering the same national identifier.

HR: National Identifier Validation
Enables you to define the validation that is used for a national identifier. There are three possible values:
• Error on Fail (default value). If a user enters an invalid national identifier, an error message is displayed and the user cannot save the national identifier until they have entered it in the correct format.
• Warning on Fail. If a user enters an invalid national identifier, a warning is displayed, but the user can save the national identifier.
• No Validation. A user can enter and save the national identifier in any format. No validation is performed and no message is displayed.

HR:Use Standard Attachments
Disables the facility to attach short text comments to records. Enables the attachment of multiple items of various types including OLE objects, Web pages, images, and word processed documents.

HR: Use Global Employee Numbering
Enables the global sequence for employee-number generation. This sequence is shared among all business groups. To set this profile option, you run the process "Change automatic person number generation to global sequencing". You cannot set this option in the System Profile Values window.



HR:Local Nationality
Use this profile to set a value for nationality. This profile option is for users of the Saudi Arabia Payroll only. The system administrator sets this option at any level of standard Security hierarchy type - Site, Application, Responsibility, and User. The system administrator must enter a nationality code, available in the user defined-lookup_type, NATIONALITY. You cannot run the payroll until you set this profile option. If you attempt to run payroll before setting this option, the application will display an error message.

HR: Local or Global Name Format
Determines whether the user sees person names in local or global formats. The value Local Format enables users to display names in a character set appropriate to their legislation. The value Global Format enables users in multinational enterprises, which generally use multiple character sets, to display person names in a single (typically, Western) character set. This option applies to the supplied Display Name and List Name formats, to edited versions of those formats, and to user-defined format masks.

HR: Use Title in Person's full name
Enables you to remove title from a person's full name so that it does not appear in person search lists, such as the Find window on the Person window. This user profile option is only effective when you insert new records or update existing records. To remove title from existing records without updating them you should run the Remove Title from Person's Full Name concurrent process.

HR: Supervisor Hierarchy Usage
If you are using supervisor hierarchies for security within your organization, you use this profile option to specify whether the supervisor hierarchy is person-based or assignment-based.

HR: Self Service HR Licensed
Controls whether Self-Service HRMS (SSHR) is available. If the customer has obtained a license for SSHR, they must set this profile option to Yes at the site level. This profile option is used in SSHR.

HR:Query Only Mode
Set to Yes to restrict access to view-only for all HR and Payroll forms on a menu. You can set this profile for individual responsibilities or users, or at the site or application level. If you want to give query-only access to some forms and full access to other forms, set the HR:Query Only Mode profile to No and use the parameter QUERY_ONLY=YES at form function level to restrict access to individual forms.

Note: You can set the parameter QUERY_ONLY=YES for a form function that also launches a task flow. In this case, specify two parameters in the Form Function window: QUERY_ONLY=YES     WORKFLOW_NAME="task flow name" The entire task flow will be query-only, not just the first form.

HR: Default Nationality
Defines the default nationality for a user. When a new person is entered in the People window, the nationality entered here is automatically displayed in the Nationality field.



HR: Default Full Name Format
Controls the default value for the full name format. This profile option is for users of the Dutch legislation only.

Disable Self-Service Personal
Disable SSHR Personalizations

Profile Used to Change the Layout of the Home Page
FND: Applications Navigator Menu Consolidation count : 25
FND Slideout menu: Enabled
Enable Configurable HomePage: No
FND: Personalization Region Link Enabled: Yes
FND: Disable Configurable Home Page: True


HR:Enable Initiator to Delete a Pending-Approval Transaction
Delete’s pending for Approval Transaction - SSHR  All kinds of transaction can be deleted
Add the Following Function in SSHR to enable the employee delete all transactions:
Function Name: Suspended Actions

HR:Allow Approver updates to Self Service actions
Approver can update any segment SSHR Transaction raised by Employee

Personalize Self-Service Defn
Enable Personalization in Self Service



How to enable Examine in HELP


How to enable Examine in HELP
1. Navigation: System Administrator --> Profile --> System --> Enabling @User Level
 
2. Profile Name: “Utilities:Diagnostics”
3. Set to “YES” at whatever level one desire’s
  
4. Diagnostics have been ENABLED as show in the below screen



How to Hide Diagnostic Menu Entry
1. Profile Name: “Hide Diagnostics menu entry”

2. Once the Profile is Enabled, One cannot view the Diagnostic Menu Entry


Approval Is Delayed In Defer Thread Activity


The workflow process gets delayed and stops at Defer Thread, when the following profile is set.

HR:Defer Update After Approval

If you set the profile to Yes, then "Workflow background process" need to be run to complete the workflow. Unless a business reason requires you to defer the process that way, you should set the profile value to "No" and restart the web server. Any future transactions would not defer with this setup.

Error: " XXX Not a valid responsibility for the current user. Please contact your System Administrator."


1) Login with System Administrator Responsibility
2) Navigate to Profile > System, click on User and enter the user name
3) Search for profile 'Applications Start Page'. Delete the value set at user level and save
4) Go to Functional Administrator -> Clear Cache
5) Try logging into the account and try again