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

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!

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1 Answer

  • Jul 18, 2018 at 08:48 PM

    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

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