Exclusion Rule
Exclusion rules define exceptional roles that may have been included in certain structure but an exception needs to be applied to remove that role in certain Organization-Location-Job Field circumstances.
Exclusion rules are optional. When activated, unlike inclusion rules, they automatically apply to all approval paths for that requisition, they do not need to be inserted into the approval path definition to work. Exclusion rules will omit matching approvers from the approval path.
Example: Never include the Director when the Organization is Canadian Operations.
When defining exclusion rules, three options are available:
| Option | Description |
|---|---|
| All roles included between the following roles | When this type of rule is used, the system will ignore all roles in the system and pay attention only to the employee "reports to" structure. The system will look at who is the Manager of the requisition/offer and will go up the number of specified direct reports from that manager. |
| Only the selected role | Allows the selection of a specific hierarchical or functional role in the approval path. Note: when a hierarchical role is used, the system will look at who is the Manager of the requisition/offer and will go through the "reports to" structure until it finds an employee with the specified hierarchical role. It will then include the first matching employee in that hierarchical role. For example, if there were two directors in the "reports to" structure and the director hierarchical role was selected, only the first director in the hierarchy would be added to the flow ordered by how they report to one another. |
| All roles included up to the specified number of
levels. The system administrator specifies the role and the # of upper levels. |
Allows the selection of a series of employees using the hierarchical role structure in the approval path. The system will use the Hiring Manager of the requisition and will go through the reports to structure until it finds the first employee with the specified role. It will then include this person and every employee in the reporting structure up to and including the first employee it finds at # hierarchical roles above the specified role in the path. |
Exclusion of Users Based on Their Roles
It is possible to exclude people who have a particular role but also people having that role, regardless of which other inclusion rules their roles may fit. An option is available when configuring exclusion rules: Prevent users from being included by any inclusion rule. If this rules applies (based on OLF), it will definitively exclude the user from the approval path.
For example, a recruiter submits a requisition for approval. The hiring manager for the requisition, Dan, is also a director at the company. The DAR rules specify that hiring managers should not approve requisitions. The DAR rules also specify that directors must approve requisitions. The system administrator selected the new option Prevent users from being included by any inclusion rule. As a result, Dan the hiring manager and director is not an approver on the requisition (even though the inclusion rule specifies that directors must approve requisitions).