Creating an Exclusion Rule

The Dynamic Approval Routing feature must be activated.

The Manage approval paths user type permission is required.

Configuration

1. Under Dynamic Approval Routing, click on an approval path category.
2. Click Create next to Exclusion Rules.
3. Enter a code and a name.
4. Select the option "Prevent users from being included by any inclusion rule" if you want to exclude people who have a particular role but also users having that role, regardless of which other inclusion rules their roles may fit.
   Users who meet a particular exclusion criterion are definitively removed from an approval process, regardless of whether they meet other inclusion criteria. This ensures that unintended approvers cannot be added to an approval path for requisitions and offers.
5. Select an Organization, Location, Job Field for which the rule will apply.
6. Click Save.
7. Click Add next to Roles.
8. Select from the drop-down list how roles will be included in the approval process.
9. To select a role, click Search.
10. Click Save.
11. Click Activate.

The role to be excluded appears in the Roles section. Users associated to the role, and with a matching Organization, Location and Job Field, will not be requested for approval for that category of approval path.