Configure Payroll Time Approval Rules to Use Reported Time and Cost Segment

This example sends line managers actionable notifications to review and approve time card entries. And it sends 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 time data instead of calculated time data.

1. Go to Setup and Maintenance > Tasks panel Search > Manage Task Configurations for Human Capital Management.
2. For the TimecardApproval workflow task, TimeEntryApprovalRuleSet, click the Assignees tab.
3. Create the actionable notification rule for line managers.
   1. Create this IF expression:

      1 is 1

   2. Complete the THEN fields, as shown here:

      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

4. 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 here:

      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