Before you start
The Dynamic Approval Routing feature must be activated.
The Manage approval paths user type permission is required.
Here's what to do
- Under Dynamic Approval Routing, click on an approval path
category.
- Click Create next to Exclusion Rules.
- Enter a code and a name.
- 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.
- Select an Organization, Location, Job Field for which the
rule will apply.
- Click Save.
- Click Add next to Roles.
- Select from the drop-down list how roles will be included
in the approval process.
- To select a role, click Search.
- Click Save.
- Click Activate.
Results:
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.