Route Approval for Individual Compensation or Personal Contribution Allocation by Action

You can route individual compensation and personal contribution allocations to different approvers depending on the action used to make the allocation. Make these changes to individual compensation and personal contribution approval rules using the Navigator > Tools > Transaction Console task.

1. On the Transaction Manager: Transactions page, click the Approval Rules tab.

2. On the Transaction Manager: Rules page, search for and click any process you want to change:

   • Administer Individual Compensation
   • Manage Individual Compensation
   • Manage Personal Contributions
3. If the process configuration bypasses approvals, click the Bypass Approvals icon to turn off the bypass.

Add a Rule

1. Click the corresponding Configure Rules icon.
2. On the Approval Rules page, click the Add New Rule icon.
3. On the graphic, click the rule oval that just appeared, for example, Rule1.

Configure the Rule to Route by the Module Identifier

1. In the Rule: Add Details section, enter a rule name, such as Administer Action, Manage Action, or Contribution Action.
2. Click Configure Rule Conditions.
3. On the Condition Details dialog box, click the box with the existing expression 1 == 1.
4. Click Edit Selection.
5. On the Approval Rules: Edit Condition Expression dialog box, change Enter a number to Select from attribute.
6. In the Select Attribute list, select transactionApprovalRequest > moduleIdentifier.
7. Change Select Operator to ==.
8. Change Select value type to Enter a string.

9. In the field that appears, enter the appropriate module identifier:

   Action	Module Identifier
   Make Personal Contribution	Make Personal Contribution
   Individual Compensation	Change Variable Allocation
   Administer Individual Compensation	Administer Variable Allocation

10. Click OK.

11. On the Condition Details dialog box, review the expression. It should look something like this expression for the Administer Individual Compensation module identifier:

    (transactionApprovalRequest.moduleIdentifier == "Administer Variable Allocation")

12. Click OK.

Add the Approver

1. On the Approval Rules page graphic, in the path of your new rule, click the THEN object to highlight it.
2. In the Approvers pane, click the Add Approver Participant icon next to the appropriate approver, such as Representative.
3. Click Submit.