The tables below provide the information you need to define routing and approval rules, including attribute names, sample values, and the data type the application expects. You define routing and approval rules in the Transaction Type Wizard.
Routing rules automatically choose a routing list, position hierarchy, or supervisory hierarchy. The list or hierarchy specifies who will receive your business transaction. Approval rules automatically choose the HRMS roles and users you want to designate as approvers from the recipients found on the list or hierarchy.
You can route and approve three transaction types:
Position Transaction
Budget Worksheet
Budget Reallocation Transaction
Each transaction type has its own unique set of attributes available for defining routing and approval rules, based on field values found on the forms you use to define a position, budget, or reallocation. For example, if FTE is greater than 50, you may want a different manager to review or approve the proposed actions in a position transaction.
For information about configuring workflow routing and approvals, see Transaction Type Wizard.
The following table describes the attributes you can use to define position transaction routing and approval rules:
Position Transaction Routing and Approval Attributes
| Attribute | Sample Values | Type |
|---|---|---|
| Bargaining Unit | American Meat Cutters; International Ladies Garment Workers; Teamster Local 439 | String |
| Frequency | @Hour; Day; Week; Year | String |
| FTE | 5; 10; 137 | Number |
| Grade | 100.1.West; 200.2.West; 200.2.East | String |
| Grade/Scale Rate | Associate Professor; Scale Rate; AF Sales Clerk Rate; Nursing Supervisor Grade Rate | String |
| Hiring Status | Active; Deleted; Eliminated; Frozen; Proposed | String |
| Job Description | 100000.PRESIDENT; 100015.BUYER; SALES.DIRECTOR | String |
| Location Description | Boston; CA-Workers Comp; HR-San Francisco | String |
| Normal Finish Time | 16:00; 17:00; 18:00 | Time (HH:MM) |
| Normal Start Time | 07:00; 08:00; 09:00 | Time (HH:MM) |
| Organization Description | Vision University; Campus Police; Nursing | String |
| Payroll Description | Weekly; Biweekly; Monthly | String |
| Permanent | Y/N | Y/N |
| Position Type Description | None; Pooled; Shared; Single Incumbent | String |
| Salary Basis | Hourly; Monthly; Per Annum | String |
| Seasonal | Y/N | Y/N |
| Step Description | Point 1; Point 2; Point 3 | String |
| Working Hours | 20; 30; 40 | Number |
The following table describes the attributes you can use to define budget worksheet routing and approval rules:
Budget Worksheet Routing and Approval Attributes
| Budget Worksheet Attribute | Sample Values | Type |
|---|---|---|
| Budget Measurement Unit1 Available | 125,000; 580,585 | Number |
| Budget Measurement Unit1 Description [any user-defined Share Type] | Money; Dollars; FTE; Headcount | String |
| Budget Measurement Unit1 Percent | 45; 78; 100 | Number |
| Budget Measurement Unit1 Value | 50,000; 137,137 | Number |
| Budget Measurement Unit2 Available | 125,000; 580,248 | Number |
| Budget Measurement Unit2 Description [any user-defined Share Type] | Money; Dollars; FTE; Headcount | String |
| Budget Measurement Unit2 Percent | 45; 78; 100 | Number |
| Budget Measurement Unit2 Value | 50,000; 137,137 | Number |
| Budget Measurement Unit3 Available | 125,000; 580,248 | Number |
| Budget Measurement Unit3 Description [any user-defined Share Type] | Money: Dollars; FTE; Headcount | String |
| Budget Measurement Unit3 Percent | 45; 78; 100 | Number |
| Budget Measurement Unit3 Value | 50,000; 137,137 | Number |
| Budget Style | Top Down; Bottom Up | String |
| Budgeted Organization | Manufacturing; Port Authority; Sociology | String |
| Delegated Manager | DMYTELS; PBENNETT; TBURKE | String |
| Organization Hierarchy | Vision University; Manufacturing | String |
| Primary Entity | Position; Job; Organization; Grade | String |
| Ledger | Vision University Ledger; Southwind Publishing | String |
| Starting Organization | Manufacturing; Port Authority; Sociology | String |
| Worksheet Action Date | 01-JAN-1999; 30-SEP-2004 | Date (DD-MMM-YYYY) |
| Worksheet End Date | 01-JAN-1999; 30-SEP-2004 | Date (DD-MMM-YYYY) |
| Worksheet Mode | Correct Old Version; Edit & Make a New Version; Start From Scratch | String |
| Worksheet Start Date | 01-JAN-1999; 30-SEP-2004 | Date (DD-MMM-YYYY) |
The following table describes the attributes you can use to define budget reallocation transaction routing and approval rules:
Budget Reallocation Transaction Routing and Approval Attributes
| Attribute | Sample Values | Type |
|---|---|---|
| Budget Version | 1; 2; 3 | Number |
| Entity Type | Position; Job; Organization; Grade | String |
| Folder Budget Version | 1; 2; 3 | Number |
| Folder Amount | 78,000; 2; 50000 | Number |
| Folder Unit [value of share_type_id in PER_SHARED_TYPES] | 1; 2; 3 | Number |