To route a transaction:When you save Position Transactions and Budget Worksheets, the application displays a routing window. Use this window to route, approve, and apply transactions as well as request notification for yourself or someone else when an event (such as updating the transaction to the database) occurs.
If you want to review or take action on notifications that others have routed to you, use the Workflow Notifications window. Open the position transaction or budget worksheet notification from the list, and choose the Open Transaction icon to open the Position Transaction or Budget Worksheet window.
If you are using Self Service HR, use the Worklist page available from the Universal Inbox. You must have an HRMS Manager responsibility that includes access to the Position Transaction window. For more information on Workflow Notifications, see Overview of Notification Handling
Use the Routing window for routing transactions.
To route a transaction:Save the current transaction.
On the Routing To tab, choose an action:
To save your transaction without routing it:
Choose Save in Inbox to save the transaction and wait until later to resume work on it.
Choose Save and Continue to save your work and continue entering data in the transaction.
To route the action to other users for further action, choose Forward.
The application displays the next qualified destination, but you can choose a different one from the list of values.
To skip the next destination in the routing sequence, choose the arrow button. Continue choosing this button until you see the desired destination.
To return the transaction to a previous destination, choose Send Back and select the destination.
To refuse the transaction, choose Reject to send it back to the initiator.
If you are the initiator, choosing Reject terminates the transaction.
To expedite the approval process, choose Override Approver to send the transaction directly to that user.
To have a notification sent to yourself or someone else, choose the FYI Notification tab.
Choose an Event to specify events that trigger the notification. Choose:
Approval to notify user(s) when an approver approves the transaction
Completion to notify when the application applies the transaction or a user terminates the transaction
Database Failure to notify when an Apply action fails due to an error
Database Success when an Apply action succeeds
Immediate to send a notification to the selected user when someone routes the transaction by forwarding it or sending it back
Override to send a notification when an override approver approves the transaction
Rejection to send a notification when the initiator rejects (terminates) the transaction
Choose Type to identify the user(s) to notify. Choose:
Approver to send a notification to the last person who approved the transaction
Last User to send a notification to the last person who worked on the transaction
Others to select a position, user, or HRMS role that is not part of the routing sequence
In the dialog, enter the user name of the person to receive the notification. The application displays the user name in the Notify column.
Requestor to send a notification to the person who initiated the transaction
Choose OK.
To approve the transaction, select the Approver check box.
When using position and supervisory hierarchies, if the transaction reaches the top of the hierarchy without anyone approving it, you can route the transaction to a subordinate for approval and update to the database.
To update the transaction to the database, choose Apply Transaction.
If someone else in your organization updates transactions, you can route the transaction to that person after you approve it.
Terminate a Transaction After Approval:If you have approved a transaction and wish to terminate it, you can reject the transaction if you have not yet updated it to the database. Rejecting the transaction returns it to the Initiator who can then reject and thus terminate it. Alternatively, you can terminate the transaction from the Transaction Status window.