Show TOC

 Tutorial: Create a Process

Purpose

This tutorial describes how you create the Relocation process (see Sample Process for the Tutorial ), including all the related elements such as form scenario, form, workflow template, and so on, in your test system.

Tutorial Objective

The objective of the tutorial is a process with the following steps:

Business Step of Process

Process Step Processor

Workflow Step

Form Scenario Step

Remarks

Relocation notification

Employee

None

FSS_1 (Request)

Start of workflow; this step is outside of the actual workflow

Enter relocation benefit

Direct superior

Edit Relocation Form (Superior)

FSS_2 (Insert Bonus Data)

Approve or reject relocation benefit

Next higher-level superior

Approve Relocation Form

FSS_3 (Approve/Reject Bonus)

Add data to the relocation form

Employee

Edit Relocation Form Again (Employee)

FSS_1 (Request)

Optional step – only if the next higher-level superior has queries

Check data and save to back-end system

HR Administrator

Edit Relocation Form (HR Administrator)

FSS_4 (Department Check)

Send e-mail

System

E-Mail Confirmation to Employee

None
Technical Objects of Tutorial

In the course of the tutorial, you create the following objects:

Object Type

Technical Name

Name

Process

ZTPR

Relocation

Form Scenario

ZTFS

Relocation

ISR Scenario

ZTFS

Relocation

Form Scenario Steps

FSS_1

Request

FSS_2

Insert Bonus Data

FSS_3

Approve/Reject Bonus

FSS_4

Department Check

Form

Z_ISR_FORM_ZTFS

Workflow Template

ZTWS

Relocation

Prerequisites

  • Units 1 to 3

    In these units you start the process in the HR Administrator portal role, and perform the further process steps, as the initiator of the workflow.

    Therefore, your user must be assigned the HR Administrator portal role for your test portal.

  • Unit 4

    In this unit you consecutively insert the actual processor as the initiator and process step processor. Therefore, the following prerequisites must be fulfilled:

    • The portal roles Employee Self-Service and Manager Self-Service of your test portal are also assigned to your user.

    • In Customizing for your test system, your user is assigned to the administrator group that you use in the Organizational Assignment (0001) infotype.

Process Flow

Unit 1

  • Lesson 1.1

    You create a form scenario. In the form scenario, you create the following types of fields:

    • Mandatory fields that must be created for each form scenario

    • Display fields that give the form user information about the employee whose data the form changes

    • Fields for changing data

      As your process consists of two business steps, create the following form scenario steps in the form scenario:

    • FSS_1 (Request) for the employee

    • FSS_4 (Department Check) for the HR Administrator

      Note Note

      From a technical point of view, each process only needs at least one process step.

      End of the note.

      In addition, create a form with display fields and the following fields from the Addresses (0006) infotype for changing data:

    • Street and house number

    • Postal code

    • City

  • Lesson 1.2

    You create a workflow template with a step in which an employee (or for test purposes, the workflow initiator) can edit the form.

  • Lesson 1.3

    You create a process that is based on this workflow template, and make it (for test purposes) available for the HR Administrator in the start application.

  • Lesson 1.4

    You check whether the process is consistent.

  • Lesson 1.5

    You test the process in the back-end system.

  • Lesson 1.6

    You test the process in the portal.

Unit 2

  • Lesson 2.1

    You enhance the form scenario with the following fields from the Additional Payments (0015) infotype:

    • Relocation Benefit (default value, not visible)

    • Amount

    • Currency (default value)

      You also enhance the form scenario with the following form scenario steps:

    • FSS_2 (Insert Bonus Data) for the employee’s direct superior

    • FSS_3 (Approve/Reject Bonus) for the next higher-level superior

  • Lesson 2.2

    You also enhance the form with the fields from the Additional Payments (0015) infotype.

  • Lesson 2.3

    You enhance the workflow template with an additional step in which the employee’s superior (or for test purposes, the workflow initiator) can also edit the form.

    In the workflow step container of this step, you determine that the FSS_2 (Insert Bonus Data) form scenario step is used.

  • Lesson 2.4

    Using the form scenario steps, you provide the process step processors with various links to more extensive information. The processors are also able to insert attachments.

Unit 3

  • Lessons 3.1 – 3.7

    You enhance the workflow template with an approval loop so that the next higher-level superior (or for test purposes, the workflow initiator) receives the form for approval.

Unit 4

  • Lesson 4.1

    Using the Life & Work Events area of Employee Self-Service , you make the start application of the process available for the employee.

  • Lesson 4.2

    You replace the workflow initiator, who until now, for test purposes, was the processor for all process steps, with the real processor.

  • Lesson 4.3

    You set that a confirmation e-mail is sent to the employee after the process is completed.