Example of Changing an Existing Performance Goal Approval Rule

This example shows how you can modify the existing rule set of performance goal approvals to enable manual approval for adding a performance goal.

In your organization, autoapproval has been enabled by default whenever any employee adds a performance goal. But now the management wants to trigger approvals whenever any employee or manager adds a goal. This table summarizes the key decisions for this scenario.

Decisions to Consider	In This Example
Who will approve goal additions?	Managers that the employee reports to
Which approval rules do I need to modify?	Both autoapproval and manual approval rules
Which attribute do I need to change?	Performance Goal.Goal Created Flag

Summary of the Tasks

You need to do these tasks to enable manual approval for addition of goals.

1. Configure rules for the Approve Performance Goal task.

2. Disable automatic approval of new goals.

3. Enable manual approval for goal addition.

4. Save and submit your changes.

Configure Rules for the Approve Performance Goal Task

1. Navigate to Tools > Transaction Console.

2. Click the Approval Rules tab.

3. Search for and select the Approve Performance Goal task.

4. Click the Configure Rules icon.

Disable Automatic Approval of New Goals

1. Select the PerformanceGoalAutoApproval node.

2. Click Configure Rule Conditions.

3. In the Condition Details window, select the AND node.

4. From the toolbar, click Add Expression.

5. In the Add Condition Expression dialog, from the Select value type list, select Select from attribute.

6. From the Select Attribute list, select the Performance Goals attribute and then select the Goal Created Flag attribute.

7. From the Select Operator list, select the != operator.

8. From the last Select value type list, select Enter a string, and then enter the condition value as "Y".

9. Click OK.

10. Click OK.

Enable Manual Approval for Goal Addition

1. Select the PerformanceGoalManualApproval node.

2. Click Configure Rule Conditions.

3. In the Condition Details window, select the OR node.

4. From the toolbar, click Add Expression.

5. In the Add Condition Expression dialog, from the Select value type list, select Select from attribute.

6. From the Select Attribute list, select the Performance Goals attribute and then select the Goal Created Flag attribute.

7. From the Select Operator list, select the == operator.

8. From the last Select value type list, select Enter a string, and then enter the condition value as "Y".

9. Click OK.

10. Click OK.

Save and Submit Your Changes

1. Click Save.

2. Click Submit.