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ADP Workforce Now
51
Portal Administrator Guide
Managing Approvals and Notifications
Tip: Use the icons to make changes to a rule statement. Click Clear Rule to delete 
the entire rule. 
  Verify your rule in the Rule Preview box at the bottom of the page.
  When you are done, click Save.
Tip: For more information about managing membership rules, click 
(Help) in the 
top-right corner of the page.
Deleting a Membership Rule
You cannot delete a membership rule that is assigned to a work group or a security 
group. You must first unassign the rule from any work groups or security groups to 
which it is assigned.
  Point to Security Access and select Membership Rules.
  Click to select the radio button next to the rule you want to delete.
  Click Delete, and then click OK to confirm your action.
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Managing Approvals and Notifications
Portal Administrator Guide
52
ADP Workforce Now
Changing or Deleting a Workflow Path
Changing a Workflow Path
You can change a workflow path at any time.
  Point to Workflow Setup and select Workflow Path Definition.
  Click the workflow path you want to change.
  Make your changes.
  Click Save.
Use these icons to make 
changes to a step in the work-
flow path.
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ADP Workforce Now
53
Portal Administrator Guide
Managing Approvals and Notifications
Deleting a Workflow Path
You cannot delete a workflow path that is associated with an event as either the default 
workflow path or an exception to the workflow path. You must first remove the workflow 
path from the event.
  Point to Workflow Setup and select Workflow Path Definition.
  Click
(Delete) to the right of the workflow path you want to remove, and then 
click OK to confirm your action.
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Managing Approvals and Notifications
Portal Administrator Guide
54
ADP Workforce Now
Managing Business Rules
Changing a Business Rule
  Point to Workflow Setup and select Business Rules.
  Click the rule you want to change.
  Make your changes.
  Review your changes by clicking Check Rule Syntax. If the rule is incomplete or 
contains errors, it will be displayed in red in the Rule Preview area. Hover your 
cursor over the red text for more information.
  When no more changes are needed, click Save.
  Test the business rule by assigning it to a workflow and conducting the associated 
event.
To locate a business rule, 
enter or select information 
in this area, and then click 
Find.
Use these icons to change a 
rule statement.
Use these options to make 
additions to your business 
rule.
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ADP Workforce Now
55
Portal Administrator Guide
Managing Approvals and Notifications
Deleting a Business Rule
You cannot delete a business rule that is associated with an event. You must first 
remove the business rule from the event.
  Point to Workflow Setup and select Business Rules.
  Click
(Delete) to the right of the rule you want to delete, and then click OK to 
confirm your action.
Copying a Business Rule
You can copy an existing business rule to a new rule and then make changes to it. You 
can copy:
• From a global rule to a global rule
• From a global rule to an event-specific rule
• From an event-specific rule to an event-specific rule, if the event is the same
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Managing Approvals and Notifications
Portal Administrator Guide
56
ADP Workforce Now
To copy a business rule, do the following:
  Point to Workflow Setup and select Business Rules.
  Click
(Copy) to the right of the business rule you want to copy.
  Select the rule type. (You cannot do this if you are copying an event-specific rule.)
  Enter a new business rule name and description.
  Click Save. This returns you to the updated Business Rules page.
  Select the new rule from the list.
  Make your changes.
  Click Save.
ADP Workforce Now
57
Portal Administrator Guide
Managing Approvals and Notifications
Stopping Email Notifications
You can stop an email notification from being sent.
  Point to Workflow Setup and select Email Setup.
  Click the name of the email you want to stop sending. 
  Click Disable, and then click OK to confirm your action. The template for this email 
is cleared, and the email is no longer sent.
Managing Approvals and Notifications
Portal Administrator Guide
58
ADP Workforce Now
Managing Events
Checking the Status of an Event
You can check the status of all events in which you participated on the Approval History 
page.
  Point to Home and select Approval History
  To view a summary of changes for an event, click the activity name.
Your events are displayed 
here.
To refine your list, enter infor-
mation in this area, and then 
click Find.
Click here to view additional 
columns.
ADP Workforce Now
59
Portal Administrator Guide
Managing Approvals and Notifications
  To view details of each step in the event’s workflow path, click
(View History) to 
the right of the activity (event).
Result: A summary of the event is provided at the top of the page, followed by a list 
of actions performed by all users and the system.
Deleting an Event
You can remove completed events from your approval history. Completed events include 
any event that is not in progress.
Note: The event remains on the Approval History page of other participants in this event.
  Point to Home and select Approval History.
  Click
(Delete) to the right of the event you want to remove, and then click OK 
to confirm your action.
Recalling an Event
You can recall an event only if you are the submitter of the event and the status of the 
event is in progress.
  Point to Home and select Approval History.
  Click
(Recall) to the right of the event you want to recall, and then click OK to 
confirm your action. The status of the event is updated as recalled in the approval 
history, and the event is removed from the Approval list of the assignees. 
Approving or Rejecting an Event
You can approve or reject an event that you received for approval by doing the 
following:
  Point to Home and select Welcome.
  In the Message Center at a Glance area of the page, click Approvals.
Managing Approvals and Notifications
Portal Administrator Guide
60
ADP Workforce Now
  Approve or reject an event by clicking the activity name.
Note: For more information, click
(Help) in the top-right corner of the page.
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