Participant Role Assignment Process Assigned Multiple Roles Across Business Units to Participants (Doc ID 2485888.1)

Last updated on FEBRUARY 22, 2024

Applies to:

Symptoms

There are no Business Unit criteria for the Participant Assignment Rules.  
Roles created in one business unit is being assigned to a participant who belongs to a different business unit.


STEPS
The issue can be reproduced at will with the following steps:
1. Create Roles
   Participant Assignments > Manage Roles > Create
   a. Role BU1
   b. Role BU2
2. Create participant assignment rule
   Participant Assignment > Manage Participant Assignment Rules
   Note:  The rule is associated to a business unit
      RoleAssingment BU1  ( created with Business Unit = BU1)
            Qualifying Criteria :  Cost Center = CC
            Assignment : Role = Role BU1
      RoleAssingment BU2  ( created with Business Unit = BU2)
            Qualifying Criteria :  Cost Center = CC
            Assignment : Role = Role BU2      
3. Assign Comp Plans to Roles
   Participant Assignment > Manage Compensation Plans > Role Assignments
      Business Unit  Comp Plan             Role
      BU1            2017 Comp Plan BU1    Role BU1
      BU2            2017 Comp Plan BU2    Role BU2
4. Update Participant Details with Cost Center = CC value
   Participant Snapshot > Select participant > Manage Participant Details
   a. Participant = Rep1 in Business Unit = BU1, Cost Center = CC
   b. Participant = Rep2 in Business Unit = BU2, Cost Center = CC
5. Run All Participant Processes ( Assign Participant only )
6. Verify Role Assignment
   Participant Snapshot > Select participant ( Rep1)
   a. Manage Participant Details > Role Assignments ... see both roles ( Role BU1 and Role BU2 )
   b. Manage Compensation Plans ... see only one compensation plan assigned via correct role for the business unit BU1

Changes

Cause

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