You are updating the review step assigned to the HR Partner on a Termination business...

Advanced routing restrictions are used when a normal role-based routing rule would create an inappropriate assignment, such as routing a review step back to the person who initiated the transaction. In this scenario, the review step is assigned to the HR Partner, but if the HR Partner starts the Termination event, that same HR Partner should not complete the review. The requirement is to route the step to the terminated worker’s manager, which means the alternate assignee must be determined from the transaction target, not from the initiator’s own supervisory relationship. Therefore, the correct configuration is to exclude the initiator and specify the manager relative to the transaction as the alternate security group. Excluding the initiator without an alternate would leave the step without a valid participant in some cases. Specifying the manager of the excluded user could route to the HR Partner’s manager, which is not the business requirement. Excluding the prior approver addresses a different segregation-of-duties scenario. Reference topics: Business Processes, Advanced Routing Restrictions, Exclude Initiator, Alternate Security Group, and transaction-relative routing.