Assignment Rule for payroll request form getting assigned to specific user

tbaysore
Tera Contributor

Can you assist me in locating the assignment rule for a template, I've looked and I just can't seem to locate this.  We have a payroll request form that has 3 drop down choices once a user starts the request.  When I look at the assignment rules for this particular form, I see that the "Assigned To" is set to the group payroll, which is what I want.

tbaysore_0-1716915220162.png

tbaysore_1-1716915233008.png

However, seems there more to it as depending on the drop down choice the user is making, each choice is sending the request then to a specific user (different user within the payroll group) not just the group.  Where can I see this rule that the system is stating that if request form is X, and choice is A, send to "first last name".  I'm not sure where this is.

1 REPLY 1

Rob Sestito
Mega Sage

Hello,

 

Have you checked on Matching Rules as well? It might be possible that there is script within a Matching Rule to handle this scenario.


What about the HR Service Template or the Record Producer configurations?

 

Maybe too, check on your business rules that can handle auto assignment to HR Cases. My PDI has a few that are OOTB:

RobSestito_0-1716996155053.png

 

Let us know other places you have checked on your end as well, outside the Assignment Rules.

Cheers,

-Rob