How to create an approval for personal payment methods — Cloud Customer Connect
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How to create an approval for personal payment methods

edited Jun 11, 2025 7:50AM in Payroll and Global Payroll Interface (GPI) 3 comments

Hello, I saw that in 25B it is now possible to create an approval for creating and updating personal payment methods. I am trying to have that if an employee updates or creates a personal payment method, the approval should route to anyone with the HR Specialist role. I downloaded the ExternalBankAccountRulesTemplate but I am not sure on how to approach this approval. I tried this, but it didn't work:

Advice would be appreciated!

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