To route and approve position transactions, you define role templates that grant permissions appropriate to each role, linking each template to its respective roles in the Maintain Roles window. Once you complete this setup, the application automatically applies the desired role template when users initiate a transaction or open a routed transaction.

Global and Business Group Roles

You can create either business group roles (associated with one business group) or global roles (effective across all business groups). Once you have saved a role as business group or global, you cannot change it to the other option.

See Global and Business Group Roles

From the Maintain Global Roles window, you can update or create only global roles. From the Maintain Roles window, you can update or create only business group roles.

   To link an HRMS role to a role template:

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

   To define a new role, enter a Role Name, choose a Role Type, and activate the Enabled check box to use this role.

2. Choose the Templates tab.

3. With the HRMS role selected, select Position Transaction in the Transaction Type field (the only available choice). Currently, only position transactions use template-based permissions.

4. In the Template field, select a role template from the list of values.

   The application automatically selects the Enabled check box to make this template available.

5. For each HRMS role, repeat the above steps until you have assigned one or more templates to each role that requires them.

6. Save your work.

   Note: If you assign multiple role templates to a single role, the application will combine the attribute settings, resolving conflicting permissions in favor of the more relaxed permission.