Guidelines for Implementing Defaulting and Validation Rules

The implementation guidelines in this topic apply to the supported fields for HCM Redwood pages.

Additional Person Info

This table lists the supported attributes, exceptions, and the implementation recommendations for the Additional Person Info page.

Supported Fields In the Conditions To Default Field Values To Validate Field Values	Implementation Guidelines
Any segment part of a single or multi-rows context Initial field values	Defaulting and validation rules with error only are supported within the same Person EFF context.

Change Assignment and Correct Employment Details

This table lists the supported regions, attributes, exceptions, and the implementation recommendations for the Change Assignment and Correct Employment Details processes.

Region	In the Conditions	To Default Field Values	To Validate Field Values	Implementation Guidelines
When and Why	When and why attributes	Action Reason Action Business Unit	Not supported
Assignment	When and why attributes Assignment attributes Initial field values	Aren't supported for defaulting: FTE Key flexfields	Not supported
Additional Assignment Info (PerAssignmentEITCategory)	When and why attributes Assignment attributes Additional Assignment Info, single or multi-rows context	Additional Assignment Info, single or multi-rows context	Additional Assignment Info, single or multi-rows context	Refer to Working with Extensible Flexfields to view all context codes in business rules
Salary	Assignment attributes	Proposed Salary Basis	Adjustment Amount Adjustment Percentage Next Salary Review Date Proposed Salary Basis Salary Amount	Proposed Salary Basis field must be initialized with the Salary Basis ID, not Name. Initial field values on salary fields aren't supported.

Departments

This table lists the supported attributes, exceptions, and the mplementation recommendations for the Departments page.

In the Conditions	To Default Field Values	To Validate Field Values	Implementation Guidelines
ActiveStatus Departments Descriptive Flexfields InternalAddressLine LocationId Name SetCode Title	Departments Descriptive Flexfields InternalAddressLine LocationId Name Title	Departments Descriptive Flexfields InternalAddressLine LocationId Name Title	These aren't currently supported: Defaulting in edit and duplicate flows Attachments Initial field values Defaulting and validation for extensible flexfields

Document Records

This table lists the supported attributes, exceptions, and the implementation recommendations for the Document Records pages.

It applies to all pages under Me, My Team, and My Client Groups tabs.

Page/Flow	In the Conditions for both Defaulting and Validation	To Default Field Values	To Validate Field Values	Implementation Guidelines
Document Records Landing Page	User Roles When is the rule applied? (Values are Viewing other’s info and Viewing own info) Country Business Unit Legal Employer Document Type Category Subcategory Tags	Not Applicable	Not Applicable	There is no support to create rules to validate or default based on other reference objects like Person, or Assignment).
Document Records > Add Flow	Same as above	Code Comments Date From Date To Document Name Document Number Descriptive Flexfields Developer Flexfields Issued Date Issuing Authority Issuing Country Issuing Location Publish Date	Code Comments Date From Date To Document Name Document Number Descriptive Flexfields Developer Flexfields Issued Date Issuing Authority Issuing Country Issuing Location Publish Date	Same as above.

Change Salary

This table lists the supported attributes, exceptions, and the implementation recommendations for the Change Salary page.

It applies to both pages under My Team and My Client Groups tabs.

In the Conditions	To Default Field Values	To Validate Field Values	Implementation Guidelines
User Roles Legal Employer Business Unit Country Start Date Action Reason Assignment attributes including Assignment Status Bargaining Unit Business Unit Working Hours Frequency Hourly or Salaried Legal Employer Next Payroll Start Date Payroll Start Date Primary Work Relationship Termination Date US Job Info Overtime Status Working Hours Job Job Code Job Function Job Family Position Position Code Position Budget Value Position Standard Working Hours Grade Ladder Grade Grade Code Department Department Code Location FTE Additional Assignment Info segments	Start Date Action Reason Proposed Salary Basis Salary Amount Next Salary Review Date Proposed Salary Basis Salary Amount Next Salary Review	User Roles Legal Employer Business Unit Country Proposed Salary Basis Salary Amount Adjustment Amount Adjustment Percentage Next Salary Review Date Rate Component Values through Advanced Expression Validation with Error from Autocomplete Rules Fields from When and Why, Salary Details section: Start Date Action Reason Proposed Salary Basis Salary Amount Annual Salary Annual Full-time Salary Compa-ratio Salary Range Salary Range Minimum Salary Range Maximum Salary Range Midpoint Quartile Quintile Next Salary Review Date Grade Step Ladder Compensation Zone Compensation Zone Type	Defaulting Salary amount can be defaulted when using the user determined type of salary basis only. Fields in the salary section can be defaulted based on the fields "listed in the conditions" row of this table. Initial Field Values on salary fields aren't supported

Goal Management

This table lists the supported attributes, exceptions, and the implementation recommendations for the Goal Management pages.

It applies to both pages under Me and My Team tabs.

	Defaulting		Validation
Page	Supported Fields In the Conditions	Supported Fields To Default Field Values	Supported Fields In the Conditions	To Validate Field Values	Implementation Guidelines
Performance Goal Details	All	Fields for which the value property is enabled.	performanceGoalsV2 GoalName PersonNumber AssignmentNumber Source GoalVersionType StatusCode StartDate TargetCompletionDate ActualCompletionDate PercentCompletion Category Level Weighting RequestContext Published Publication Date LoggedInPersonType GoalPlanWeightEnabled AssociatedGoalPlans Priority Weight perfGoalTasks TaskName TaskTypeCode StartDate Status TargetCompletionDate PriorityCode PercentCompletion ActualCompletionDate CompletionStatus TargetType TargetValue UomCode	developmentGoals Actual Completion Date Allow workers to update key attribute Category Goal name Source Goal version type Level completion percentage person number Priority RequestContext Start date Status Target completion date devGoalTasks Actual completion date completion status goal name Completion percentage priority start date status target completion date target type target value name type uom code learning item relations - learning item id source type
Development Goal Details	All	Fields for which the value property is enabled.	Same as above	Same as above
Edit Weights	Not Applicable	Weight	Not Applicable	Weight

Jobs

This table lists the supported attributes, exceptions, and the implementation recommendations for Jobs.

It applies to the Jobs pages under My Client Groups tab.

Flow	In the Conditions	To Default Field Values	To Validate Field Values	Implementation Guidelines
Jobs: Add, Duplicate, and Update flows	User Roles	Full time or Part time Manager level Level Regular or Temporary Jobs descriptive flexfield	Job Family Id Job Name Job Code Job Function Code Level Jobs descriptive flexfield

Positions

This table lists the supported attributes, exceptions, and the implementation recommendations for the Positions pages.

It applies to the Positions pages under My Client Groups tab.

Flow	In the Conditions	To Default Field Values	To Validate Field Values	Implementation Guidelines
Positions: Add, Duplicate, and Update flows	User Roles	BargainingUnitCode Budget Currency Code BudgetedPositionFlag Business Unit ID Department ID FullPartTime HiringStatus Job ID Location ID OverlapAllowedFlag Position DFF PositionType ProbationPeriod ProbationPeriodUnitCode Regular or Temporary Requisition Template ID Union ID	ActionReasonId PositionName PositionCode JobName DepartmentName LocationName PositionsDFF RequisitionTemplateId AssignmentCategory FullPartTime RegularTemporary Status BusinessUnitId StandardWorkingHours Type WorkingHours EffectiveStartDate BargainingUnitId CollectiveAgreementId UnionId HiringStatus ParentPositionCustomField FTE Cost Center ID Headcount StartTime OverlapAllowedFlag	Any rule that refers to incumbent assignment data or collective agreement data is currently not supported.

Payroll

This table lists the supported attributes, exceptions, and the implementation recommendations for Payroll.

It applies to the Payroll section for below mentioned flows under My Client Groups tab.

Flow	In the Conditions	To Default Field Values	To Validate Field Values	Implementation Guidelines
Payroll section in the following flows: Add Assignment Add Contingent Worker Add Nonworker Add Pending Worker Convert Pending Worker Create Work Relationship Hire an Employee	Fields supported by Global Human Resources	Payroll Overtime Period for Payroll Timecard Required for Payroll Tax Reporting Unit Overtime Period for Assignment Timecard Required for Assignment	Payroll Overtime Period for Payroll Timecard Required for Payroll Tax Reporting Unit Overtime Period for Assignment Timecard Required for Assignment	Existing Autocomplete rule to default the Final Close during Termination will work in VB.

Talent Review and Succession Management

This table lists the supported attributes, exceptions, and the implementation recommendations for Talent Review and Succession Management.

It applies to pages under My Client Groups tab.

Page	In the Conditions	To Default Field Values	To Validate Field Values	Implementation Guidelines
Add Succession Plan	User Roles SuccessionPlanCandidates Ranking Candidate Readiness Code Is Interim Successor CandidateStatusCode SuccessionPlanOwners enableAlert OwnerTypeCode talentSuccessionPlans Private Business Unit ID DepartmentID Grade ID Incumbent Person ID Job ID PlanTypeCode Position ID Status Code			In Configure Fields and Regions, the Value property is only available for fields that can be defaulted.
Edit Succession Plan	User Roles SuccessionPlanCandidates Ranking Candidate Readiness Code Is Interim Successor CandidateStatusCode SuccessionPlanOwners enableAlert OwnerTypeCode talentSuccessionPlans Private Business Unit ID DepartmentID Grade ID Incumbent Person ID Job ID PlanTypeCode Position ID Status Code			In Configure Fields and Regions, the Value property is only available for fields that can be defaulted.
Talent Review Configuration	User Roles meetings Business Leader Id Dashboard Template Id Meeting Date Meeting Purpose Meeting Status Organization Rating Submission Deadline Talent Review Meeting Talent Review Meeting DFF Review Content Data Validity Code Include Matrix Manager Questionnaire Id Use Potential Assessment Prior Rating Start Date Prior Rating End Date Template Name Dashboard Template Id CreatedBy CreationDate IncludeMatrixMgmt IncludeSuccessionPlans IncludeTalentPools LastUpdateDate LastUpdatedBy OwnerId PopulationSizeForESS QuestionnaireId TemplateStatusCodeInUse Business Leader Assignment AssignmentId PersonId BusinessTitle EffectiveLatestChange BusinessUnitId AssignmentType UserPersonTypeId ProposedUserPersonTypeId PrimaryFlag PrimaryAssignmentFlag PrimaryWorkRelationshipFlag PositionId JobId GradeId DepartmentId ReportingEstablishmentId LocationId FullPartTime ManagerFlag CreatedBy CreationDate LastUpdatedBy LastUpdateDate JobSetId GradeSetId LocationSetId DepartmentSetId assignmentsEFF managers			In Configure Fields and Regions, the Value property is only available for fields that can be defaulted.