Configuring and Starting Processes without Employee Selection

When you enable a process to start without first selecting an employee, you are presented with a Skip Employee Selection checkbox in the start application; when you select the checkbox, you go straight to the process selection stage and continue with the process from there.

Prerequisites

In the Customizing activity Start of the navigation path HR Administrative Services Next navigation step Configuration of Forms/Processes Process Configuration Set Up Processes Validity for Process Start Define Properties of Object Types End of the navigation path , you have specified which object types are available for specific application types, and the roles that can access these object types.

Procedure

To configure a process to start without first selecting an employee, you perform the following steps:

In Customizing, specify for which roles the Skip Object Selection or Skip Employee Selection flag is visible. To do this, complete the following steps:
1. Start the Customizing activity HR Administrative Services Configuration of Forms/Processes Process Configuration Set Up Processes Validity for Process Start Define Properties of Object Types .
2. Select an Object Type and choose Object Properties.
  Select an Agent Role and choose Is Skip Visible to display the Skip Object Selection or Skip Employee Selection flag in the start application.
  
  Note
  Group of Organizational Views allows you to specify which organizational view group is used for object selection. A view group consists of a number of organizational views on the manager's area of responsibility. Organizational views and view groups are based on the Object and Data Provider. For more details on the Object and Data Provider (OADP), refer to the SAP Service Market Place: www.service.sap.com/erp End-User Service Delivery Manager Self-Service Media Library Other Information Object and Data Provider & Employee Search .
  
  End of the note.
Open Design Time for Processes and Forms and make the following setting:
1. Choose the process you wish to configure and choose the Validity Period view.
2. Under Settings for Start Step, choose Process without Start Object for Process Type.
3. Choose Save.
Open the Workflow Builder and set the ASSIGN_OBJECT container element to True in the relevant standard task. This allows the employee to be assigned at that step in the process.
1. Choose the workflow step, in which you want the employee to be assigned, and display the basic details of the step.
2. Choose the Binding Exists push-button.
  The Display Binding For Step dialog box appears.
3. Choose the dropdown list for the &ASSIGN_OBJECT& workflow container element and choose Enter Constant.
4. Choose X = Pushbutton is Visible and Active.
Start the process in the Portal. To do this, complete the following steps:
1. Choose Start Process for Employee.
  The Start Processes window appears.
2. At Step 1 (Select Employees), select the Skip Employee Selection checkbox.
  The employee selection options are grayed out and you move to the next screen.
3. At Step 2, choose Select Process.
  A list of processes, enabled for start without employee selection, are displayed.
  
  Select a process and choose Edit.
4. Step 3 displays the form for the process, with the fields for the employee details remaining empty.
  Fill out the data on the form. Enter an effective date, and a comment if necessary.
  
  Choose Check and Send
5. Step 4 allows you to review the entered data.
  Choose Send to submit the form to the next agent in the workflow.
6. The next agent receives the work item and reviews the form and approves or rejects the data. He or she chooses Send to submit the form to the final agent in the process.
7. The final agent receives the work item and reviews the form. He or she assigns the personnel number of the employee using the Employee Search function at the top of the form. When the final agent chooses Send the system updates the master data in the backend system.
Note
In this example, the employee is not assigned by the initiator of the process, nor by the second agent in the workflow. The employee is finally assigned by the last agent in the workflow. The agent assigns the employee by using the search function which appears at the top of the form only at this step in the workflow.

End of the note.

More Information

For a sample process, see Special Payment (Process Start Without Employee Selection)