Delivered Workflows for PeopleSoft Expenses
This topic discusses PeopleSoft Expenses workflow. The workflows are listed alphabetically by workflow name.
See Also: PeopleTools: Workflow Technology, and PeopleTools: PeopleSoft Applications User’s Guide.
This topic discusses the Authorization Approval Error workflow.
Description
|
Information Type |
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. |
This topic discusses the Authorization Request Approved workflow.
Description
|
Information Type |
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. |
This topic discusses the Authorization Request Denied workflow.
Description
|
Information Type |
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. |
This topic discusses the Authorization Request Reassign workflow.
Description
|
Information Type |
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. |
This topic discusses the Authorization Request Routing workflow.
Description
|
Information Type |
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. |
This topic discusses the Authorization Request SentBack workflow.
Description
|
Information Type |
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. |
This topic discusses the Authorization Submit Error workflow.
Description
|
Information Type |
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. |
This topic discusses the Cash Advance Approval Error workflow.
Description
|
Information Type |
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. |
This topic discusses the Cash Advance Approved workflow.
Description
|
Information Type |
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. |
This topic discusses the Cash Advance Denied workflow.
Description
|
Information Type |
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. |
This topic discusses the Cash Advance Reassign workflow.
Description
|
Information Type |
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. |
This topic discusses the Cash Advance Routing workflow.
Description
|
Information Type |
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. |
This topic discusses the Cash Advance Sent Back workflow.
Description
|
Information Type |
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. |
This topic discusses the Cash Advance Submit Error workflow.
Description
|
Information Type |
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. |
This topic discusses the Expense Report Approval Error workflow.
Description
|
Information Type |
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. |
This topic discusses the Expense Report Approved workflow.
Description
|
Information Type |
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. |
This topic discusses the Expense Report Denied workflow.
Description
|
Information Type |
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. |
This topic discusses the Expense Report Reassign workflow.
Description
|
Information Type |
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. |
This topic discusses the Expense Report Routing workflow.
Description
|
Information Type |
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. |
This topic discusses the Expense Report Send Back workflow.
Description
|
Information Type |
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. |
This topic discusses the Expense Report Submit Error workflow.
Description
|
Information Type |
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. |
This topic discusses the Time Adjustment Approval Error workflow.
Description
|
Information Type |
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. |
This topic discusses the Time Adjustment Approved workflow.
Description
|
Information Type |
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. |
This topic discusses the Time Adjustment Denied workflow.
Description
|
Information Type |
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. |
This topic discusses the Time Adjustment Reassign workflow.
Description
|
Information Type |
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. |
This topic discusses the Time Adjustment Routing workflow.
Description
|
Information Type |
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. |
This topic discusses the Time Adjustment Sent Back workflow.
Description
|
Information Type |
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. |
This topic discusses the Time Adjustment Submit Error workflow.
Description
|
Information Type |
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. |
This topic discusses the Time Report Approval Error workflow.
Description
|
Information Type |
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. |
This topic discusses the Time Report Approved workflow.
Description
|
Information Type |
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. |
This topic discusses the Time Report Denied workflow.
Description
|
Information Type |
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. |
This topic discusses the Time Report Reassign workflow.
Description
|
Information Type |
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. |
This topic discusses the Time Report Routing workflow.
Description
|
Information Type |
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. |
This topic discusses the Time Report Sent Back workflow.
Description
|
Information Type |
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. |
This topic discusses the Time Adjustment Submit Error workflow.
Description
|
Information Type |
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. |
This topic discusses the Time Report Acknowledgement workflow.
Description
|
Information Type |
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. |
This topic discusses the Time Report DCAA Past Due workflow.
Description
|
Information Type |
Description |
|---|---|
|
Event Description |
System administrators run the Time Reporting Notifications process for DCAA-compliant business units. |
|
Action Description |
The system sends an e-mail notification to employees to remind them of missed deadlines and to save or submit their time reports. |
|
Notification Method |
|
|
Email Template |
TimeReportDCAAPastDue. |
This topic discusses the Time Report DCAA Reminder workflow.
Description
|
Information Type |
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 Template |
TimeReportDCAAReminder. |