In the last blog post, I detailed the functional configuration required to setup a new user with AME administration privileges. Now that the user is ready, in this post I will be going through a quick example of how AME can be used within iRecruitment.
In this example, we will implement the following approval rules for creating a new job vacancy within iRecruitment:
- When a vacancy is created, the vacancy must be approved by the supervisor of the person creating the vacancy.
- Once the supervisor has approved the vacancy, it must then be sent to a different user for final approval.
In my example, I have picked two random users within Vision – BJOSEPH (Joseph, Brian) and his supervisor, RJAMES (James, Robert).
The first rule (that the vacancy must be approved by the supervisor) is standard behaviour within iRecruitment, so there is nothing that we need to do with that. So – what do we need to do to meet the second requirement?
Firstly, we’ll create a new static AME Approval Group and add the Recruiting Administrator to that group. An Approval Group can return either a static or a dynamic list of users. Once we have created the Approval Group, we will then add the Group to the AME Rule that is used by the standard Vacancy Creation process.
Before we start, run through the standard Vacancy Creation process and see who the notification is sent to. Log in as the first user to create the vacancy – in my example, I will use the BJOSEPH user. Using the “iRecruitment Recruiter – VC” responsibility, navigate to the iRecruitment Home page, and click on the “New Vacancy” link in the sidebar:
In the “New Vacancy” window, enter a name for the vacancy and then click on the “Review” button. At this stage, we could enter more information about the vacancy, but since this is just a quick test to see the default functionality, there is nothing additional required here. The bottom of the vacancy summary shows the default approver that has been found – the supervisor of the person creating the vacancy:
As I said above – the default functionality meets our first requirement, so all we need to do is to add the additional requirements. Firstly, we need to find out what AME Transaction Type is used by the Vacancy Creation process. To do this, we need to examine the function for “Irc Vacancy Details – Create”, as shown in the screenshot below:
Navigate to the “Form” tab and open the Parameters to see the parameters which are passed to the form:
The parameter that we are interested in is “pAMETranType=IRCVACAPPROVAL”. Now that we know the name of the internal name for the transaction type (or Transaction Type Key), switch responsibility to “Approvals Management Administrator” – I will switch user completely to the AMEADMIN user we created in the last post. Navigate to the Admin Dashboard and query the IRCVACAPPROVAL Transaction Type Key:
Now that we know the name of the Transaction Type (iRecruitment Vacancy Approval), switch responsibility to “Approvals Management Business Analyst” and enter the Transaction Type in the right hand side in Step 1 of the “Approvals Setup Process”:
If you click on the “Rules” link, you can view the existing approval rules in place. Click on the link and then locate the “iRecruitment Create Vacancy” rule in the list of rules. When you open the rule, you are presented with the default rule:
Return to the dashboard, and we’ll create our custom Approval Group to add to the Rule. Under “Step 2” of the Process Setup, there is a link to “Approver Groups”. Click on the link to navigate to setup a new Approver Group, and then click on the “Create” button. The screenshot below shows the values that I have entered for my Approver Group:
The “Approver Type” can be an Applications User (FND User), a group of people (Nested Group) or an HR person (HR People). Multiple users can be added to the approval hierarchy here – I have only added one person, a user called MATT who will act as the final approver for vacancies. Click on the “Apply” button and then return to the dashboard to add this new Approval Group to the rule.
As before, click on the “Rules” link on the right hand side of the screen and locate the rule for iRecruitment Create Vacancy. Click on the update icon to open the rule details. At the bottom of the page, you will see the default action type, which seeks approval from the supervisor of the person creating the vacancy. Click on the Add Action button to add our Approval Group to the rule, as shown below:
If the “approval-group chain of authority” option is not available, this is because it has not been enabled. Click on the “Setup” tab and choose the “Action Types” submenu. You will be presented with a list of suitable action types – typically only the default “Supervisory level” one will be enabled. Click on the “Use Existing Action Type” button and navigate through the list of available types until you see the “approval-group chain of authority” type. Tick the box next to the action type and then click on the Continue button, then click on the Finish button. Now return to the rule and add the Approval Group as above.
Once you have added the action type, click on the Apply button. That’s all there is to it – now let’s check it again by logging out and creating a new vacancy. The final screenshot below shows that the new vacancy will be sent to MATT for approval as well as the originators supervisor: