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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Approval Routing for Costing

Steps: Set Up Approval Routing for Costing

Security:
Set Up: Payroll
 domain in Core Payroll functional area.
You can configure the
Assign Costing Allocation
 business process to route cost allocation approval requests to:
  • Administrative security groups, such as HR administrators and partners.
  • Selected role-based (constrained) security groups, such as cost center managers and fund managers.
When an allocation requires approval from a role-based security group, Workday notifies the role, such as cost center managers in the proposed organizations. If you allocate costs to multiple organizations that have the same manager, Workday sends 1 approval request to that manager. When cost allocations change, the approval request goes to the roles in all proposed organizations.
Example: You allocate costs for a position evenly between cost center 1 and cost center 2. When you update these costing allocations and split them between cost centers 1 and 3, the managers of cost centers 1 and 3 receive an approval request.
  1. On the
    Assign Costing Allocation
     business process, add security groups to either the:
    • Approve
       action.
    • Review Costing Allocation Event Review Start
       action step.
  2. Edit Business Processes
    Add security groups to either of these steps on the
    Assign Costing Allocation
     business process:
    • Approve
    • Review Costing Allocation Event Review Start
You configure the
Assign Costing Allocation
 business process to route approval requests to HR administrators and fund managers:
  • 34% to fund 001 (the default fund)
  • 33% to fund 002 (entered as a costing override)
  • 33% to fund 003 (entered as a costing override)
When each fund has a different manager, Workday sends an approval notification to each of the 3 fund managers and to every HR administrator. However, if 1 person manages both funds 002 and 003, they would receive only 1 approval request.
If you update the allocations for funds 002 and 003 to 40% and 26% respectively, Workday notifies the managers for all 3 funds. If you later update the allocations to 0% for fund 001, 50% for fund 002 and 50% to fund 003, Workday notifies only the managers of funds 002 and 003.