To define a routing list:A routing list establishes the sequence of destinations for routing a transaction. You can specify a group of people or a specific person as a routing destination. If you choose:
An HRMS role, all users linked to the role receive the routed transaction
For example, if you define an HRMS role HR-Compensation, then assign it to users in the Finances department, anyone assigned the HR-Compensation role can process a transaction you route to HR-Compensation.
An HRMS role and a user name, only the designated user receives the routed transaction
Use the Routing Lists window to set up routing lists.
To define a routing list:In the Routing List field, enter a name for the routing list.
The application automatically checks the Enabled check box so that you can choose this routing list when setting up workflow routing in the Transaction Type Wizard.
Select a Role from the list of values. The list includes global roles and local roles attached to your business group. If you have set the HR: Cross Business Group profile to Yes, the list displays all of your business group's roles, all global roles, and all roles across all business groups.
The application automatically enters a routing sequence number.
Several users may be assigned to the same HRMS role. To identify a specific person, select a user name from the User list of values.
The application automatically enables the Enabled check box to include this role and user combination.
Select the Approver check box to give this role and user approval rights.
The role/user can approve any transaction unless you restrict the role/user's approval rights with routing and approval rules.
Repeat these steps to complete the list of destinations for the routing list.
Save your work.
You can change a routing list, for example, by adding or changing a destination.
Use the Routing List window to change routing destinations.
To change routing destinations:Query the routing list.
In the Routing List window, query the routing list you wish to change.
Select the destination that you wish to change.
Select a different role and user from the list of values.
Save your work.
If you make a change in policy that results in a different routing sequence, you can disable the unnecessary destinations and add new ones. If you make extensive changes, you might disable the routing list and define a new one.
You cannot disable a routing list or a destination on it until you update pending transactions you have routed using that list. Use the Transactions Status window to confirm that you have no pending or approved transactions routed using the list.
See: Viewing Transaction History
Use the Transaction Type Wizard and the Routing List window to disable routing lists and routing list destinations.