Example of Payroll Time Approval Rules Using Reported Time and Cost Segment

You want to send line managers actionable notifications to review and approve time card entries. And you want to send department managers informational notifications for any time entries associated with their departments.

Key configuration assumption: The relevant time consumer set configuration has payroll approval rules set to use reported, instead of calculated, time data.
  1. For the delivered TimecardApproval workflow task, imeEntryApprovalRuleSet, click the Assignees tab.
  2. Create the actionable notification rule for line managers.
    1. Create this IF expression:

      1 is 1
    2. Complete the THEN fields, as shown in this table.

      THEN Field Value
      List Builder Supervisory
      Response Type

      Required

      This 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 ActionLineMgrs
  3. Create the informational notification rule for relevant department managers.
    1. Create this IF expression:

      ApprovalTimeRecordGroup.entryDepartmentManager ins't ""
    2. Complete the THEN fields, as shown in this table.

      THEN Field Value
      List Builder Supervisory
      Response Type FYI
      Number of levels 1
      Starting Participant
      HierarchyBuilder.getPrincipal
      (ApprovalTimeRecordGroup.entryDepartmentManager,-1,"","")
      Top Participant
      HierarchyBuilder.getPrincipal
      (ApprovalTimeRecordGroup.entryDepartmentManager,-1,"","")
      Auto Action Enabled False
      Auto Action null
      Rule Name InfoDeptMgrs