Business Rules Support for Promote and Change Position

You can now configure defaulting and validation business rules for Promote and Change Position page. You can configure business rules for following sections:

  • When and Why

  • Position Details

  • Additional Position Info

  • Position Legislative Info

  • Assignment

  • Additional Assignment Info

  • Document Records

  • Payroll Details

  • Salary

Here are a few examples of business rules:

Supported Assignment Rules

  1. The Promotion Date should align with the Payroll Start Date, based on the payroll frequency maintained at the country level.

  2. When a manager performs an action such as Promote or Transfer, the "Hourly Paid or Salaried" field should be automatically populated based on the exemption status of the selected Job. If the Job is Exempt, the field should default to "Salaried"; if the Job is Non-Exempt, it should default to "Hourly".

  3. When promoting an employee, it is essential to validate whether the new position is commissioned. A descriptive flexfield (DFF) can be configured on the position record to indicate if the position is commissioned, with values "Yes" or "No."

  4. Location changes should not be allowed during a Promotion transaction.

Supported Position Rules

  1. Upon selecting a Job in the Position, set the Position DFF to 'Yes' if the Job Level tied to the selected Job matches the required level.

  2. If the Analyst modifies the Job or Department field in a Position associated with a Job having Management Level 6, display error.

  3. Validate current and proposed Department DFFs on the Position to identify changes in Legal Employer, based on the Legal Employer code stored in the Department DFF. 

Supported Document Records Rules

  1. Automatically populate the Grade DFF in a specified Document of Record with the employee’s Grade to ensure that the entered salary is validated against the corresponding Grade Rate’s minimum and maximum limits.

  2. Default specific fields on the Document of Record by auto-populating them with values from the employee's Assignment or Person details. Examples include Employee Name, Employee Number, Job, Position, Department, and Legal Employer.

  3. When the 'Selected Grade' (DFF) on a particular Document of Record of a given document type is set to a grade such as 'Grade 3', then trigger an error message stating that the Document of Record is not applicable for the selected grade.

  4. Implement validation on the Document Records to prevent users from selecting a Document Type outside their legislation. For instance, if an employee under Canadian legislation selects a U.S.-specific Document Type, an error should be displayed immediately upon selection from the drop down.

Supported Salary Rules

  1. Default the proposed salary basis when employee legal employer is Vision Corporation.

  2. Default salary basis for a full-time employee belonging to US in a certain grade.

  3. Validate that the Salary Amount is not below a minimum value.

  4. Validate Salary Amount is not blank.

Supported Payroll Rules

  1. Default Overtime Period for Assignment and Time Card Required for Assignment based on Job.

  2. Default Payroll based on work location.

  3. Validate correct payroll is selected based on Legal Employer.

  4. Validate correct value is selected for Time Card Required for Payroll based on Business Unit.

Enabling business rules on key Redwood pages enables you to enforce consistent data entry, streamline validations, and automate decision logic based on your specific policies.

Steps to Enable

For information on displaying fields and sections, refer to these resources on the Oracle Help Center:

You can check this info for the defaulting and validation use cases supported in Employment processes.

Tips And Considerations

The Position Override section can't be switched off for the Promote and Change Position process.

Key Resources

Here are the topics we recommend on getting started with Express Mode.