Associating HRMS Roles with Positions

You need to associate HRMS roles with positions when the transaction routing type is position hierarchy. You cannot assign a position to multiple workflow roles. Once you assign a position to a workflow role, the position is no longer available to other roles.

Note: You cannot assign positions to global roles. See Global and Business Group Roles

Use the Maintain Roles window to assign positions to roles.

arrow icon   To link an HRMS role to a position:

  1. Select an existing HRMS role or define a new one.

    To define a new role, see Defining HRMS Roles for Transactions

  2. Choose the Positions tab.

  3. With the HRMS role selected, select a position from the LOV.

    As you route a transaction through a position hierarchy, only users having this position as their primary assignment position will receive the transaction.

    The list of positions consists of all positions in the current business group, minus those you have already assigned to another HRMS role.

  4. Save your work.