Can a route map step be 'shared' by multiple HR reps?

[sarah1]

Hi there,

Hoping someone can help me - I think this is a fairly common issue but I'm not sure how to handle it in our configuration and would like to know how others are handling this scenario.

We have multiple HR personnel that are responsible for a group of employees. In our route map configuration, we want 'HR' to review performance and compensation forms after the employee completes it. However, we want the form to go into a 'bucket' that those HR personnel are all responsible for processing. The reason we want to do this is to avoid forms being stuck in the queue when people go on vacation, leave, etc. In our current configuration, we have created a specific user, assigned that user to the route map step, and then assigned proxy access to all our HR personnel so everyone can go in as the fake person and process the forms. Although we have assigned an HR Rep to each employee, I don't think we are leveraging this and perhaps, certain features of Success Factors.

Is there a better way to configure the route map to achieve the group 'bucket'?

Hopefully, that is clear. Thanks in advance!

[xavierlegarrec]

Hi sjmah

in Compensation we recommend granting HR access to Executive Review (based on Role Based Permission and very granular) instead of trying to add them to a specific step of the workflow.

This is because the compensation module is planner centric so employees on one worksheet for one planner could have different HR Managers and we can't split it from the worksheet they're in to send them to be approved by their HR and then bring them back. Hence Executive Review is way more handy because access can be granted based on the HR Job Relationship of EC.

All the best

Xavier

[AlinaTalvescu]

Hi Xavier, thanks for this comment, your input is always valuable. Have you find any way for the Executive Reviewers to be announced automatically by the system when their turn comes? I am always suggesting adding HR/P&Cs/ CoEs as Executive Reviewers, rather than approvers in route map due to the same reason you exposed, but the challenge is that we are forcing them to align offline with the person from the route map that holds the worksheets and their approval is not recorded as such.

[xavierlegarrec]

Hi adobre

The product team is working on an enhancement to have Executive Review roles turned on and off based on steps of the Compensation workflow... It should be available by end of 2024.

All the best

Xavier

[former_member11701]

Sarah,

I hope this helps -

You can modify the routing based on roles according to the latest help forms, so depending on how it's configured the admin would probably have to make the change depending on the rules.

• Specify additional role or roles to receive a copy of the form after it's completed
  Use the appropriate role abbreviations. For example, E for employee or EM for employee's manager.
  Separate multiple roles by a space.
  Tip If you don't specify any additional roles, the form appears in Completed folders only for users who are in the routing map.

• Modify existing steps
  To do this, click to show the fields of the step then modify any field as listed in the following table.

Note The following table lists all fields. Some fields don't apply to all steps and don't appear in the list for those steps.

Sara