Workflows & Routing

Settings - Access Requests - Workflows

Workflows can be created to define default approval routings. Automatically assign Reviewers, Approvers, and Backup Approvers based on org criteria.

The Request Module can be used without pre-configured workflows but requires the requesters to select the approvers manually.

Workflow Routing can be based on the following:

• Employee Job Information - (Position, Job Code, Department, etc.)

• Supervisors or Reports-To Positions - Automatically selected from job data.

• Default Reviewer or Approvers - Input the exact user.

• Notify - Enable notifications for security role requests.

Routing Criteria

Routing jobs can be created with any combination of job information fields for each PS Pillar.

Requests will be routed in the following order of priority:

1. PeopleSoft Pillar (HR, Finance, CS, ELM)

2. Position

3. Job Code

4. Department

5. Location

6. Business Unit

7. Company

8. Region

EXAMPLE

• Access Requests for employees in BUSINESS UNIT: GBIBU and DEPARTMENT: 100001 will route to Amy Adams for Review and then John Simmons for Approval.

• Access Requests for the remaining employees in BUSINESS UNIT: GBIBU will route to John Patterson for Approval.

How to Create a Routing Job

Navigate to Settings - Access Requests.

1. Select the 'Workflow' tab, and click 'Add.'

2. Use the dropdown to select a PeopleSoft Pillar.

3. Search and input the job criteria and workflow recipients.

4. Select 'Create' to complete the automated routing workflow.

Only Sentinel or Access Request Admins can access workflows and create routing jobs.