1. Implementing Time and Labor
  2. Example of Payroll Time Approval Rules Using Payroll Values

Example of Payroll Time Approval Rules Using Payroll Values

You want line managers to review and approve any time cards with overtime hours. And you want to automatically approve any time cards with only regular hours.

Here are the key configuration assumptions for this scenario:
  • The environment has the Payroll Time Type attribute value Overtime.

  • The relevant time consumer set has one of these rule configurations for payroll approval:

    • Uses reported time data when individuals can report overtime hours
    • Uses calculated time data when calculating overtime from other reported time
  1. For the delivered TimecardApproval workflow task, TimeEntryApprovalRuleSet, click the Assignees tab.
  2. Create the rule to manually approve overtime.

    1. Create this IF expression: 

      ApprovalTimeRecordGroup.measure more than 0 and ( ApprovalTimeRecordGroup.attributeChar5 is "Overtime" )

    2. Complete the THEN fields, as shown in this table.

      THEN Field Value
      List Builder Supervisory
      Response Type

      Required

      This response type makes the notification actionable, instead of informational.
      Number of levels 1
      Starting Participant 
      HierarchyBuilder.getManager("supervisory",
Task.payload.process.Requester,-1,null,null)
      Top Participant 
      HierarchyBuilder.getManager("supervisory",
Task.payload.process.Requester,-1,null,null)
      Auto Action Enabled False
      Auto Action null
      Rule Name ManApproveOT
  3. Create the rule to automatically approve time cards with only regular hours.

    1. Create this IF expression:

      ApprovalTimeRecordGroup.attributeChar5 isn't "Overtime"

    2. Complete the THEN fields, as shown in this table.

      THEN Field Value
      List Builder Supervisory
      Response Type Required
      Number of levels 1
      Starting Participant 
      HierarchyBuilder.getManager("supervisory",
Task.payload.process.Requester,-1,null,null)
      Top Participant 
      HierarchyBuilder.getManager("supervisory",
Task.payload.process.Requester,-1,null,null)
      Auto Action Enabled True
      Auto Action "APPROVE"
      Rule Name AutoApproveReg

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