I already checked all that notes but I need simple steps to create Position hierarchy usin g the AME.You can use Position hierarchy in AME provided you have already defined it in HRMS (full) or Purchasing (shared HR) and have jobs and employees assigned to positions. You can create a position hierarchy using the structure you have provided and can use that while defining the approval group using action types "hr position" (chain ends with an approver having a fixed position) OR "hr position level" (chain contains a fixed number of positions). This will require positions and jobs to be defined with eomloyees assigned and then creating the hierarchy. I'll not sure if you are using that at this moment. Also there can be multiple incumbents for "positions" like AP Accountant, Supervisor etc based on your organization size and structure.
I have the following positions: Buyer ==> AP Accountant ==> Supervisor ==> Director ==> CEO
What action types should I use?Possible action types for you.
Should I use the conditions?Based on how your approval rules work in real life. e.g. it may the case that Supervisor can approve upto $10,000 with no additional approval; Director can approver upto $100,000 with no addiitonal approval and anyhting beyond $100,000 goes to CEO for approval after getting approved from all the approvers in that chain.
Is Approval Group required for each position?If you are using HR Positions in AME then it will work based on position hierarchy defined, based on transaction requestor's position, the position hierarchy s/he belongs to and whether action type is "hr posiiton" (a particular position as end of chain) or "hr position level" (position level, say upto first 7 positions up... can go upto 10).
How to link between the approval group and action?If you are using an approval group and defining rules then based on rule type selection you'll be able to use approval group for "chain of authority includes an approval group" action type. These rule types include list-creation, pre-list approval-group, post-list approval-group, combination etc.
I created static Approver Groups assigned to specific positions, then I created Action Type HR position (Chains of authority based on a particular HR position), and I included the new Approval groups to it.Based on your post above what I understand is that:
Also I created new condition (REQUISITION_TOTAL is greater than 0,USD).
Then I created new role with type (Combination: List Creation), and I added the condition and the action to that role.
I did test the role and everything is OK.
- I have created an approval group with static positions assigned to it4. For testing purpose, can you define 1 approval group for each position and then assign the respective position to the corresponding group. i.e. 1 group for Buyer and assign Buyer position; group order number unique & 1.