PeopleSoft Enterprise Expenses 9.1 PeopleBook

Appendix: Delivered Workflows for PeopleSoft Expenses

This appendix discusses delivered workflows for PeopleSoft Expenses.

Delivered Workflows for PeopleSoft Expenses

This section discusses PeopleSoft Expenses workflow. The workflows are listed alphabetically by workflow name.

Authorization Approval Error

This section discusses the Authorization Approval Error workflow.

Description

Event Description	Approval processing terminates with errors.
Action Description	If the system cannot process the approval, it returns the transaction to the approver's queue.
Notification Method	Email and worklist.
Email Template	Authorization Approval Error.

Authorization Request Approved

This section discusses the Authorization Request Approved workflow.

Description

Event Description	The final approver clicks the Approve button on the Approve Transactions - Overview, Approve Transactions - Travel Authorizations, or Travel Authorization Summary page.
Action Description	When the final approver approves the travel authorization, the system sends a notification to the person who submitted the travel authorization.
Notification Method	Email.
Email Template	Authorization Request Approved.

Authorization Request Denied

This section discusses the Authorization Request Denied workflow.

Description

Event Description	An approver clicks the Deny button on the Approve Transactions - Overview, Approve Transactions - Travel Authorizations, or Travel Authorization Summary page.
Action Description	When an approver denies a travel authorization, the system sends a notification to the person who submitted the travel authorization.
Notification Method	Email.
Email Template	Authorization Request Denied.

Authorization Request Reassign

This section discusses the Authorization Request Reassign workflow.

Description

Event Description	A transaction is assigned to a different approver through the Reassignment page.
Action Description	When a transaction is reassigned to a different approver, the system sends the new approver a notification.
Notification Method	Email and worklist.
Email Template	Authorization Request Reassign.

Authorization Request Routing

This section discusses the Authorization Request Routing workflow.

Description

Event Description	If you have established rerouting rules on the Transaction Definition page, Rerouting Rules tab, the system reroutes travel authorization requests to another approver after a specified number of days or hours.
Action Description	The system automatically reroutes travel authorization requests to the HR supervisor or to another designated approver after the specified number of days or hours has elapsed.
Notification Method	Email and worklist.
Email Template	Authorization Request Routing.

Authorization Request SentBack

This section discusses the Authorization Request SentBack workflow.

Description

Event Description	An approver clicks the Send Back button on the Approve Transactions - Overview, Approve Transactions - Travel Authorizations, or Travel Authorization Summary page.
Action Description	An approver sends a travel authorization back for revision. The system routes the travel authorization back to the employee and sends a notification.
Notification Method	Email.
Email Template	Authorization Request SentBack.

Authorization Submit Error

This section discusses the Authorization Submit Error workflow.

Description

Event Description	A travel authorization is submitted for approval but there are errors in processing it for approval.
Action Description	A travel authorization is submitted for approval but there are errors in processing it for approval.
Notification Method	Email.
Email Template	Authorization Submit Error.

Cash Advance Approval Error

This section discusses the Cash Advance Approval Error workflow.

Description

Event Description	Approval processing terminates with errors.
Action Description	If the system cannot process the approval, it returns the transaction to the approver's queue.
Notification Method	Email and worklist.
Email Template	Cash Advance Approval Error.

Cash Advance Approved

This section discusses the Cash Advance Approved workflow.

Description

Event Description	The final approver clicks the Approve button on the Approve Transactions - Overview, Approve Transactions - Cash Advances, or Approve Cash Advance page.
Action Description	When the final approver approves the cash advance, the system sends a notification to the person who submitted the cash advance.
Notification Method	Email.
Email Template	Cash Advance Approved.

Cash Advance Denied

This section discusses the Cash Advance Denied workflow.

Description

Event Description	An approver clicks the Deny button on the Approve Transactions - Overview, Approve Transactions - Cash Advances, or Approve Cash Advance page.
Action Description	When an approver denies a cash advance, the system sends a notification to the person who submitted the cash advance.
Notification Method	Email.
Email Template	Cash Advance Denied.

Cash Advance Reassign

This section discusses the Cash Advance Reassign workflow.

Description

Event Description	A transaction is assigned to a different approver through the Reassignment page.
Action Description	When a transaction is reassigned to a different approver, the system sends the new approver a notification.
Notification Method	Email and worklist.
Email Template	Cash Advance Reassign.

Cash Advance Routing

This section discusses the Cash Advance Routing workflow.

Description

Event Description	If you have established rerouting rules on the Transaction Definition page, Rerouting Rules tab, the system reroutes cash advances to another approver after a specified number of days or hours.
Action Description	The system automatically reroutes cash advances to the HR supervisor or to another designated approver after the specified number of days or hours has elapsed.
Notification Method	Email and Worklist.
Email Template	Cash Advance Routing.

Cash Advance Sent Back

This section discusses the Cash Advance Sent Back workflow.

Description

Event Description	An approver clicks the Send Back button on the Approve Transactions - Overview, Approve Transactions - Cash Advances, or Approve Cash Advance page.
Action Description	An approver sends a cash advance back for revision. The system routes the cash advance back to the employee and sends a notification.
Notification Method	Email.
Email Template	Cash Advance Sent Back.

Cash Advance Submit Error

This section discusses the Cash Advance Submit Error workflow.

Description

Event Description	A cash advance is submitted for approval but there are errors in processing it for approval.
Action Description	A cash advance is submitted for approval but there are errors in processing it for approval.
Notification Method	Email.
Email Template	Cash Advance Submit Error.

Expense Report Approval Error

This section discusses the Expense Report Approval Error workflow.

Description

Event Description	Approval processing terminates with errors.
Action Description	If the system cannot process the approval, it returns the transaction to the approver's queue.
Notification Method	Email and worklist.
Email Template	Expense Report Approval Error.

Expense Report Approved

This section discusses the Expense Report Approved workflow.

Description

Event Description	The final approver clicks the Approve button on the Approve Transactions - Overview, Approve Transactions - Expense Reports, or Expense Report Summary page.
Action Description	When the final approver approves the expense report, the system sends a notification to the person who submitted the expense report.
Notification Method	Email.
Email Template	Expense Report Approved.

Expense Report Denied

This section discusses the Expense Report Denied workflow.

Description

Event Description	An approver clicks the Deny button on the Approve Transactions - Overview, Approve Transactions - Expense Reports, or Expense Report Summary page.
Action Description	When an approver denies an expense report, the system sends a notification to the person who submitted the expense report.
Notification Method	Email.
Email Template	Expense Report Denied.

Expense Report Reassign

This section discusses the Expense Report Reassign workflow.

Description

Event Description	A transaction is assigned to a different approver through the Reassignment page.
Action Description	When a transaction is reassigned to a different approver, the system sends the new approver a notification.
Notification Method	Email and worklist.
Email Template	Expense Report Reassign.

Expense Report Routing

This section discusses the Expense Report Routing workflow.

Description

Event Description	If you have established rerouting rules on the Transaction Definition page, Rerouting Rules tab, the system reroutes expense reports to another approver after a specified number of days or hours.
Action Description	The system automatically reroutes expense reports to the HR supervisor or to another designated approver after the specified number of days of hours has elapsed.
Notification Method	Email and worklist.
Email Template	Expense Report Routing.

Expense Report Send Back

This section discusses the Expense Report Send Back workflow.

Description

Event Description	An approver clicks the Send Back button on the Approve Transactions - Overview, Approve Transactions - Expense Reports, or Expense Report Summary page.
Action Description	An approver sends an expense report back for revision. The system routes the expense report back to the employee and sends a notification.
Notification Method	Email.
Email Template	Expense Report Send Back.

Expense Report Submit Error

This section discusses the Expense Report Submit Error workflow.

Description

Event Description	An expense report is submitted for approval but there are errors in processing it for approval.
Action Description	An expense report is submitted for approval but there are errors in processing it for approval.
Notification Method	Email.
Email Template	Expense Report Submit Error.

Time Adjustment Approval Error

This section discusses the Time Adjustment Approval Error workflow.

Description

Event Description	Approval processing terminates with errors.
Action Description	If the system cannot process the approval, it returns the transaction to the approver's queue.
Notification Method	Email and worklist.
Email Template	Time Adjustment Approval Error.

Time Adjustment Approved

This section discusses the Time Adjustment Approved workflow.

Description

Event Description	The final approver clicks the Approve button on the Approve Transactions - Overview, Approve Transactions - Time Adjustments, or Time Report Summary page.
Action Description	When the final approver approves the time adjustment, the system sends a notification to the person who submitted the time adjustment.
Notification Method	Email.
Email Template	Time Adjustment Approved.

Time Adjustment Denied

This section discusses the Time Adjustment Denied workflow.

Description

Event Description	An approver clicks the Deny button on the Approve Transactions - Overview, Approve Transactions - Time Adjustments, or Time Report Summary page.
Action Description	When an approver denies a time adjustment, the system sends a notification to the person who submitted the time adjustment.
Notification Method	Email.
Email Template	Time Adjustment Denied.

Time Adjustment Reassign

This section discusses the Time Adjustment Reassign workflow.

Description

Event Description	A transaction is assigned to a different approver through the Reassignment page.
Action Description	When a transaction is reassigned to a different approver, the system sends the new approver a notification.
Notification Method	Email and worklist.
Email Template	Time Adjustment Reassign.

Time Adjustment Routing

This section discusses the Time Adjustment Routing workflow.

Description

Event Description	If you have established rerouting rules on the Transaction Definition page, Rerouting Rules tab, the system reroutes time adjustments to another approver after a specified number of days or hours.
Action Description	The system automatically reroutes time adjustments to the HR supervisor or to another designated approver after the specified number of days or hours has elapsed.
Notification Method	Email and worklist.
Email Template	Time Adjustment Routing.

Time Adjustment Sent Back

This section discusses the Time Adjustment Sent Back workflow.

Description

Event Description	An approver clicks the Send Back button on the Approve Transactions - Overview, Approve Transactions - Time Adjustments, or Time Report Summary page.
Action Description	An approver sends a time adjustment back for revision. The system routes the time adjustment back to the employee and sends a notification.
Notification Method	Email.
Email Template	Time Adjustment Send Back.

Time Adjustment Submit Error

This section discusses the Time Adjustment Submit Error workflow.

Description

Event Description	A time adjustment is submitted for approval but there are errors in processing it for approval.
Action Description	A time adjustment is submitted for approval but there are errors in processing it for approval.
Notification Method	Email.
Email Template	Time Adjustment Submit Error.

Time Report Approval Error

This section discusses the Time Report Approval Error workflow.

Description

Event Description	Approval processing terminates with errors.
Action Description	If the system cannot process the approval, it returns the transaction to the approver's queue.
Notification Method	Email and worklist.
Email Template	Time Report Approval Error.

Time Report Approved

This section discusses the Time Report Approved workflow.

Description

Event Description	The final approver clicks the Approve button on the Approve Transactions - Overview, Approve Transactions - Time Reports, or Time Report Summary page.
Action Description	When the final approver approves the time report, the system sends a notification to the person who submitted the time report.
Notification Method	Email.
Email Template	Time Report Approved.

Time Report Denied

This section discusses the Time Report Denied workflow.

Description

Event Description	An approver clicks the Deny button on the Approve Transactions - Overview, Approve Transactions - Time Reports, or Time Report Summary page.
Action Description	When an approver denies a time report, the system sends a notification to the person who submitted the time report.
Notification Method	Email.
Email Template	Time Report Denied.

Time Report Reassign

This section discusses the Time Report Reassign workflow.

Description

Event Description	A transaction is assigned to a different approver through the Reassignment page.
Action Description	When a transaction is reassigned to a different approver, the system sends the new approver a notification.
Notification Method	Email and worklist.
Email Template	Time Report Reassign.

Time Report Routing

This section discusses the Time Report Routing workflow.

Description

Event Description	If you have established rerouting rules on the Transaction Definition page, Rerouting Rules tab, the system reroutes time reports to another approver after a specified number of days or hours.
Action Description	The system automatically reroutes time reports to the HR supervisor or to another designated approver after the specified number of days or hours has elapsed.
Notification Method	Email and worklist.
Email Template	Time Report Routing.

Time Report Sent Back

This section discusses the Time Report Sent Back workflow.

Description

Event Description	An approver clicks the Send Back button on the Approve Transactions - Overview, Approve Transactions - Time Reports, or Time Report Summary page.
Action Description	An approver sends a time report back for revision. The system routes the time report back to the employee and sends a notification.
Notification Method	Email.
Email Template	Time Report Send Back.

Time Report Submit Error

This section discusses the Time Adjustment Submit Error workflow.

Description

Event Description	A time report is submitted for approval but there are errors in processing it for approval.
Action Description	A time report is submitted for approval but there are errors in processing it for approval.
Notification Method	Email.
Email Template	Time Report Submit Error.

Time Report Acknowledgement

This section discusses the Time Report Acknowledgement workflow.

Description

Event Description	An authorized reporter submits a time report on behalf of an employee who has DCAA functionality enabled.
Action Description	The system sends the employee a notification to acknowledge the content of the time report.
Notification Method	Email.
Email Template	TimeReportAcknowledgement.

Time Report DCAA Past Due

This section discusses the Time Report DCAA Past Due workflow.

Description

Event Description	System administrators run the Time Reporting Notifications process for DCAA-compliant business units.
Action Description	The system sends an email notification to employees to remind them of missed deadlines and to save or submit their time reports.
Notification Method	Email
Email Template	TimeReportDCAAPastDue.

Time Report DCAA Reminder

This section discusses the Time Report DCAA Reminder workflow.

Description

Event Description	System administrators run the Time Reporting Notifications process for DCAA-compliant business units.
Action Description	The system sends emails to employees to remind them of upcoming deadlines and to save time for a day if none is already saved by the time PeopleSoft Expenses runs the Time Reporting Notifications process.
Notification Method	Email
Email Template	TimeReportDCAAReminder.