Route Approval for Recurring Individual Allocation When the Amount Changes by a Percentage

You control individual compensation approvals with the VariableAllocationTask workflow.

Here's how you can configure the default workflow to handle approvals for percentage changes to recurring awards made using responsive compensation pages. You use an approval configuration like this because the responsive pages split updates at submission. In this example, you configure these variable allocation rules to account for both recurring and nonrecurring elements associated with the awards and contributions.

Rule Name	Purpose
RecurUnder10%	Route recurring awards and contributions with changes that are less than 10%.
OnetimeUnder10%	Route onetime awards and contributions with changes that are less than 10%.
Onetime10%plus	Route onetime awards and contributions with changes that are 10% or more.
Recur10%plus	Route recurring awards and contributions with changes that are 10% or more.

Caution: To make sure that any simultaneous updates happen correctly, confirm that the elements associated with the individual compensation plans have Multiple entries not allowed selected.

Edit approval workflows using the Manage Task Configurations for Human Capital Management task in the Setup and Maintenance work area. Complete these steps on the Assignees tab.

1. Enable advanced mode.
   1. Expand the VariableAllocatiRules rule.
   2. Click the Show Advanced Settings icon, which is between the Expand icon and the rule name.
   3. Select Advanced Mode.
2. Create the RecurUnder10% rule.
   1. Create this IF expression:

      Task is a Task
      and
      Lists is a Lists
      and
      Each {
      		ICD is a Worker's Other Compensation Details and
      			FirstAmouont = ICD.Amount.doubleValue() and
      			Frequency = ICD.Other Compensation Award Frequency and
      			FirstPlanId = ICD.planId and
      			FirstOptionId = ICD.Other Compensation Option Id and
      			Mflag = ICD.multipleEntriesAllowedFlag.toUpperCase()
      and
      		ICD2 is a Worker's Other Compensation Details and
      			SecondAmount = ICD2.Amount.doubleValue()
      			ChangePercent = ((SecondAmount-FirstAmount/FirstAmount)*100
      			SecondPlanId = ICD1.planId
      			SecondOptionId = ICD2.Other Compensation Option Id
      				(Frequency is "R" and
      				 Mflag is "Y" and
      				 SecondPlanId is FirstPlanId and
      				 SecondOptionId is FirstOptionId and
      				 ChangePercent less than 10.00 and
      				 ChangePercent more than 0)
      }

   2. Complete the THEN fields, as shown here.

      THEN Field	Value
      List Builder	Resource
      Response Time	Required This response type makes the notification actionable, instead of just informational.
      Users	X
      Groups	null
      Application Role	null
      Rule Name	"RecurUnder10%"
      Dimension Id	null

3. Create the OnetimeUnder10% rule.
   1. Create this IF expression:

      Task is a Task
      and
      Lists is a Lists
      and
      Each {
      		ICD is a Worker's Other Compensation Details and
      		ICD.Other Compensation Change in Value Percentage less than 10.00
      }

   2. Complete the THEN fields, as shown here.

      THEN Field	Value
      List Builder	Resource
      Response Time	Required
      Users	X
      Groups	null
      Application Role	null
      Rule Name	"OnetimeUnder10%"
      Dimension Id	null

4. Create the Onetime10%plus rule.
   1. Create this IF expression:

      Tasks is a Task
      and
      Lists is a Lists
      and
      Each 	{
      		ICD is a Worker's Other Compensation Details and
      		ICD.Other Compensation Change in Value Percentage.doubleValue() same or more than 10.00
      }

   2. Complete the THEN fields, as shown here.

      THEN Field	Value
      List Builder	Resource
      Response Time	Required This response type makes the notification actionable, instead of just informational.
      Users	X
      Groups	null
      Application Role	null
      Rule Name	"Onetime10%plus"
      Dimension Id	null

5. Create the Recur10%plus rule.
   1. Create this IF expression:

      Task is a Task
      and
      Lists is a Lists
      and
      Each {
      		ICD is a Worker's Other Compensation Details and
      		FirstAmount = ICD.Amount.doubleValue() and
      		Frequency = ICD.Other Compensation Award Frequency and
      		FirstPlanId = ICD.planId and
      		FirstOptionId = ICD.Other Compensation Option Id and
      		Mflag = ICD.multipleEntriesAllowedFlag.toUpperCase()
      and
      		ICD2 is a Worker's Other Compensation Details and
      		SecondAmount = ICD2.Amount.doubleValue()
      		ChangePercent = ((SecondAmount-FirstAmount)/FirstAmount)*100
      		SecondPlanId = ICD2.planId
      		SecondOptionId = ICD2.Other Compensation Option Id
      			(ChangePercent same or more than 10.00 and
      			 Frequency is "R" and
      			 Mflag is "Y" and
      			 SecondPlanId is FirstPlanId and
      			 SecondOptionId is FirstOptionId and
      			 ChangePercent more than 0)
      }

   2. Complete the THEN fields, as shown here.

      THEN Field	Value
      List Builder	Resource
      Response Time	Required
      Users	X
      Groups	null
      Application Role	null
      Rule Name	"Recur10%plus"
      Dimension Id	null