Approving Documents Using Fluid Approvals
This topic describes how to approve documents using Fluid Approvals.
See Also Using PeopleSoft Fluid User Interface Self-Service Approval Transactions
Page Name |
Definition Name |
Usage |
---|---|---|
EOAWMA_TXNHDTL_FL |
Approve a document. |
|
EP_APPR_MAIN1 |
Review document details before taking any approval action. |
Use the Pending Approvals - Performance page (EOAWMA_TXNHDTL_FL) to approve a document.
Navigation:
On the Manager Self Service home page, click the Approvals tile to access the Pending Approvals page. Then click a performance document entry on the Pending Approvals page.
Video: Image Highlights, PeopleSoft HCM Update Image 20: HCM Fluid Approvals
Video: PeopleSoft HCM Fluid Approvals
Approval Options
The approval options on this page are common to all fluid approval transactions, as described in the documentation for the Pending Approvals - <Transaction Details> Page.
Field or Control |
Description |
---|---|
Approve and Deny |
Use these buttons to take action on the requested approval. |
Approver Comments |
Enter any comments related to the approval action you take. |
Approval Chain |
Click this item to open the Approval Chain page, where you can review information about all approvers for the transaction. |
Performance Summary
This section displays the summary information of the document pending approval.
Field or Control |
Description |
---|---|
View Performance Detail |
Select to review document details before taking any approval
action on the:
The document appears in read-only mode. |
Use the Evaluation – Pending Approval page (EP_APPR_MAIN1) to review document details.
Navigation:
Click the View Performance Detail link on the Pending Approvals - Performance page.
(Classic ePerformance) Use this page to review the document before taking any approval action, if needed.
(Fluid ePerformance) The system displays the Performance Document Page (Evaluation Step) in a modal for you to review the document.