---
description: Settings - Access Requests - Workflows
---

# Workflows & Routing

Workflows can be created to define default approval routings. Automatically assign Reviewers, Approvers, and Backup Approvers based on org criteria.&#x20;

{% hint style="info" %}
_The Request Module can be used without pre-configured workflows but requires the requesters to select the approvers manually._&#x20;
{% endhint %}

Workflow Routing can be based on the following:&#x20;

* **Employee Job Information** - (Position, Job Code, Department, etc.)
* **Supervisors or Reports-To Positions** - Automatically selected from job data. &#x20;
* **Default Reviewer or Approvers** - Input the exact user.&#x20;
* **Notify** - Enable notifications for security role requests.&#x20;

<figure><img src="https://4263253103-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fe25a8u5fuAxDPpsekhB9%2Fuploads%2FRud9K3YoV9iFmOo9LD9E%2FAccess%20Request%20Settings%20-%20Workflows.png?alt=media&#x26;token=4b476d40-60bb-445d-8925-83f79f391a7a" alt=""><figcaption></figcaption></figure>

## Routing Criteria&#x20;

Routing jobs can be created with any combination of job information fields for each PS Pillar.&#x20;

Requests will be routed in the following order of priority:&#x20;

1. PeopleSoft Pillar (HR, Finance, CS, ELM)
2. Position
3. Job Code
4. Department
5. Location
6. Business Unit
7. Company
8. Region

<mark style="color:green;">**EXAMPLE**</mark>&#x20;

![](https://4263253103-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fe25a8u5fuAxDPpsekhB9%2Fuploads%2FskUkqiimDwYQ1OCd834u%2FAUTO-%20ROUTING%202.png?alt=media\&token=5add00c3-8334-4cac-8270-13f99cc0c7da)

* Access Requests for employees in **BUSINESS UNIT: GBIBU&#x20;**_**and**_**&#x20;DEPARTMENT: 100001** will route to Amy Adams for Review _and then_ John Simmons for Approval.&#x20;
* Access Requests for the remaining employees in **BUSINESS UNIT: GBIBU** will route to John Patterson for Approval.&#x20;

## How to Create a Routing Job

Navigate to **Settings** - **Access Requests**.&#x20;

1. Select the '**Workflow**' tab, and click '**Add.'**
2. Use the dropdown to select a PeopleSoft Pillar.&#x20;
3. Search and input the job criteria and workflow recipients.&#x20;
4. Select '**Create**' to complete the automated routing workflow.&#x20;

{% hint style="info" %}
Only [**Sentinel or Access Request Admins**](../settings/sentinel-accounts) can access workflows and create routing jobs. &#x20;
{% endhint %}

<figure><img src="https://4263253103-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fe25a8u5fuAxDPpsekhB9%2Fuploads%2FJ4MNlqRBqP44c1OQeDvW%2FAccess%20Request%20Settings%20-Workflows%201.png?alt=media&#x26;token=bc7e4977-77a0-430e-845b-2f6a37a1d004" alt=""><figcaption></figcaption></figure>
