Multiple Reviewers Schedule Posting

Posting Manager

After navigating to the Schedule Planner, the posting manager right-clicks on any employee in the location, and then selects GoTo > Business Processes.

The Business Process Library opens where the posting manager must first select the schedule period and location query before selecting the Schedule Posting workflow. The posting manager must follow this sequence because selections from the Schedule Planner are not carried forward to the Business Process Library.

Limitations

• Schedule Posting is a location-based functionality; Hyperfinds are not supported.
• Only 1 location can be selected in the workflow. If multiple locations are selected, the posting manager is prevented from proceeding until the location query is refined. Similarly, posting managers with multiple manager role assignments are prevented from proceeding when All Home Locations is selected.

When the workflow begins, the manager is presented with 2 options:

Quick Post — Used when all jobs in the selected locations are to be posted.

Manage Schedule Posting — Used when more granular control over the jobs is needed.

When Manage Schedule Posting is selected, the status of posted and unposted jobs in the selected location displays. All jobs are preselected and ready for submission to the schedule posting. However, the posting manager can choose to unselect jobs that are not ready to be included in the posting, and then return later to complete the posting.

Upon submitting the workflow, the posting manager is informed about the reviewers who are next in the approval process.

Reviewing Manager

The first manager in the reviewer list receives a notification that the posting manager assigned a task.

Upon opening the task, the reviewing manager is presented with an overview of the jobs that are being posted, and any jobs that remain unposted. If enabled, the reviewer sees the automatic approval deadline.

If the schedule is approved by the reviewer, the process moves on to the next reviewer. When the schedule is declined, the workflow ends, and the posting manager must create and post a different schedule.

Both the posting and reviewing managers receive a schedule posting status notification.

Employee

After all reviewers approve, the workflow initiates the schedule post by way of an API.

By default, all employees scheduled to work in the posted location receive a workflow notification that the schedule is posted.

Optionally, when the Schedule Post Acknowledgment extension is also deployed, employees are asked to accept or decline the posted schedule.

Reviewing, Unposting, or Posting remaining jobs

The same workflow is used for 3 different actions:

• Posting jobs, either for the entire or partial location — accomplished by selecting jobs listed in the Status: Unposted section.
• Unposting previously posted jobs — accomplished by unselecting jobs listed in the Status: Posted section.
• Reviewing jobs status for a location — Posted or Unposted.

1. Make sure that a reviewer list containing the appropriate steps and stakeholders is configured in UKG Pro Workforce Management™; assign to employees in People Information. See the Reviewer Lists topic.

2. Edit the stakeholders' Function Access Profile (FAP) assignment and set the Schedule Posted and Mark Schedule Unposted functions to Disallowed. See the Manager - Department Manager ACPstopic.

3. Configure generic workflow notifications that inform stakeholders about a schedule review or the occurrence of schedule posting errors. See the Generic notifications topic. Examples include:

Version history

Version	Description
v1	Initial release. Posting and unposting a schedule is suspended until all stakeholders have approved the schedule.

Migrate the business process model to the tenant

Migrate the Multiple Reviewers Schedule Posting process model to the klient tenant using Setup Data Manager (SDM Menedżer danych konfiguracji przenosi i zarządza danymi konfiguracyjnymi w różnych środowiskach oprogramowania i sprzętu.).

1. Log in to the appropriate tenant.

2. Go to Main Menu > Administration > Setup Data Manager.

3. Select the Source tenant where the Process Model resides, and select the template to copy. It is a .zip file. A message appears in the Source column: Source: Import from <filename>.zip.

4. Kliknij Dotknij Review and Publish. The Publish Summary panel appears.

5. Review the Publish Summary panel. It lists the items that were extracted from the migration file. If you approve, kliknij dotknij Publish with Comment or just Publish.

6. Kliknij Dotknij Go to Publish History at the bottom of the panel to view the status of the data transfer. The Publish History page contains a table that lists the items you have published. If there were errors during the transfer, the button under the Errors column for that row is black.

7. To view details, kliknij dotknij the appropriate row and kliknij dotknij View Selected.

8. On the History for publish run page, kliknij dotknij Show all to view the setup data that you published, and the errors that occurred, if any, listed by item type and name.

Configure the decision tables

Configure the Multiple Reviewers Schedule Posting decision tables.

1. Go to Main Menu > Administration > Application Setup > Business Process setup > Process Models.

2. Select the MultipleReviewersSchedulePost_v1 process and kliknij dotknij Edit. The process model enters edit mode.

3. Select the Decision Tables tab.

4. Kliknij Dotknij Everyone's, and then select the decision table to edit.

5. Kliknij Dotknij Decision Table Editor to add or update the rows in the table.

6. Kliknij Dotknij Save and close.

MultipleReviewersSchedulePost_v1_Parameters

Allows configuration of the parameters used in the workflow.

Multiple Reviewers Schedule Post Parameters decision table

Parameter name	Description	Default value
SilentApprovedAfter	Determines the amount of elapsed time before the form is auto approved. The value must be formatted as HH:mm.	null
ManagerNotification	Name of the notification sent to the posting manager and reviewers when a decline or approval occurs.	Multiple Reviewers Response Notification
ErrorNotification	Name of the error notification sent to the configured email address, such as Admin.	Multiple Reviewers Schedule Posting Error Notification
OrgPathNodesToDisplay	Number of levels of the organizational hierarchy to display.	2

MultipleReviewersSchedulePost_v1_InternalParameters

Contains internal parameters for multiple reviewers schedule posting functionality.

Multiple Reviewers Schedule Post Internal Parameters decision table

Parameter name	Description	Default value
Admin	Internal user; do not change.	SERVICES-LEVEL3
LocationActivitiVariableKey	Internal parameter; do not change. Key variable for location.	WFD_employees
TimeframeActivitiVariableKey	Internal parameter; do not change. Key variable for timeframe.	WFD_timeframe
PostingManagerPersonNumberActivitiVariableKey	Internal parameter; do not change. Key variable for the posting manager's person number.	initiator

MultipleReviewersSchedulePost_v1_ReviewerList

Used to specify the reviewer list for the designated location.

Multiple Reviewers Schedule Post Reviewer List decision table

Column name	Description
Location	Identifies the location for which the reviewer list is retrieved. Wildcards are not supported.
Reviewer List	Identifies the reviewer list. The reviewer list must be configured in UKG Pro Workforce Management™

MultipleReviewersSchedulePost_v1_Locale

Allows customization of the workflow form and notifications related to Multiple Reviewers Schedule Posting functionality for different locales.

Multiple Reviewers Schedule Post Locale decision table

Variable name	Variable type	Description
Locale Parameter Name	Text	Internal field label; do not change.
Locale Policy	Text	Name of the locale policy for which the text applies. When the text applies to all locales, retain the empty value.
Locale Message	Text	Text displayed in the workflow form or notification.
Locale Description	Text	(Optional) Additional information.

Locale Parameter Names

Locale parameter name value	Description
Error_APIFailure	API call failed in the workflow.
Error_BlankReviewerList	Reviewer steps are not present in reviewer list.
Error_ConsecutiveReviewerNotSupported	Consecutive duplicate reviewers are configured in the reviewer list.
Error_HyperfindTypeNotCorrect	Posting manager selected a Hyperfind Wyszukiwarka, która filtruje i wybiera grupy pracowników przy użyciu zapytań określających warunki lub lokalizacje (kryteria)./employee as Location & Hyperfind type.
Error_InvalidSilentApprovedAfterFormat	Parameter 'SilentApprovedAfter' is not in HH:mm format.
Error_LocationNotFound	No Reviewer List found for the selected location in the decision table.
Error_MultipleLocationsSelected	User selected multiple locations.
Error_ReportToNotFound	Posting manager does not have a Reports To assignment.
Error_ReviewerListNotFound	Reviewer List does not exist in UKG Pro Workforce Management™
Error_ScriptFailure	Script failed in workflow.
Error_SymbolicReviewerNotSupported	Reviewer list contains reviewer types other than manager, previous reviewer's manager, and named user.
Label_AutoApproalTimer	Automatic approval timer label.
Label_Location	Location in posting manager form label.
Label_ManageSchedulePosting	Radio button option of manage scheduling posting label.
Label_PostedJobsHeaderManageSchedulePostForm	Posted jobs header label.
Label_QuickPost	Radio button option of quick post label.
Label_ReviewerActionApprove	Reviewer action approve label.
Label_ReviewerActionDecline	Reviewer action decline label.
Label_ReviewerActionSubmitButton	Reviewer form submit button label.
Label_ReviewerFormButtonApprove	Reviewer form approve button label.
Label_ReviewerFormButtonDecline	Reviewer form decline button label.
Label_ReviewerFormComment	Reviewer form comment section label.
Label_ReviewerFormHeader	Reviewer form header label.
Label_ReviewerFormLocation	Reviewer form location label.
Label_ReviewerFormManager	Reviewer form manager label.
Label_ReviewerFormTimeframe	Reviewer form timeframe label.
Label_ReviewerListText	Reviewer list label.
Label_ReviewerUserFormRadioButtonHeader	Reviewer user form radio button header label.
Label_SchedulePostFormRadioButtonHeader	Schedule post form radio button header label.
Label_SchedulePostReviewerFormRadioButtonHeader	Schedule post reviewer form radio button header label.
Label_StepIndexHeader	Step in reviewer list form label.
Label_Timeframe	Reviewer form timeframe label.
Label_UnpostedJobsHeaderManageSchedulePostForm	Unposted jobs checkbox label.
Label_UnselectedJobsInForm	Unselected jobs label.
Message_GenericErrorString	Generic runtime error message.
Message_SilentApprovalAutoComment	Automated approval comment default message.
Message_SysAdminErrorString	System admin string message.
Label_SchedulePostFormSubmitButton	Submit button for Schedule Post Form label (Form1).
Label_ManageSchedulePostFormSubmitButton	Submit button for Manage Schedule Post Form label (Form2).
Label_ReviewerListFormSubmitButton	Submit button for Reviewer List Form label (Form3).
Error_MultipleEmpGroupsAssignmentNotSupported	Multiple employee groups are not supported.
Error_MultipleOrgNodeRefsNotSupported	Multiple org node references are not supported.
Error_SupportUserNotSupported	Support user access is not supported.

Deploy the updated business process model

Process models must be redeployed every time changes are made to an existing model. Re-deployment is not required for decision table changes.

Model deployment steps:

1. Go to Main Menu > Administration > Application Setup > Business Process Setup > Process Models.

2. Select the MultipleReviewersSchedulePost_v1 model, and then kliknij dotknij Deploy.

3. Configure the fields on the business process page:

   • Template Categories = Scheduling Workflow

   • Status = Active

   • Action List = Hide

   • Tile List = Hide

   • GoTo List = Show
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4. Kliknij Dotknij Save, and then select Return.

5. Kliknij Dotknij Refresh.

API details

API name	Type	Resource path	Description
Retrieve User Preferences for Current User	GET	/v1/commons/user_preferences/locale_policy?userCurrent=true	Retrieves manager’s locale policy.
Retrieve Reviewer List	POST	/v1/commons/reviewer_lists/?name={reviewer_list_name}	Retrieves reviewer list.
Retrieve Persons	POST	/v1/commons/persons/extensions/multi_read	Retrieves reviewer details.
Retrieve Locales	POST	/v1/commons/locale_policies/multi_read	Retrieves all locale policies.
Post Schedule	POST	/v1/scheduling/schedule_management_actions/apply_update	Posts the schedule for a location.
Unpost Schedule	POST	/v1/scheduling/schedule_management_actions/apply_update	Unposts the schedule for a location.
Retrieve Posted Schedule	POST	/v1/scheduling/schedule_management_actions/multi_read	Retrieves schedule status for a location.
Retrieve Locations	POST	/v1/commons/locations/multi_read	Retrieves all jobs in a location.