Settlement Workflow

Settlement selection and settlement approval functionality are integrated with PeopleSoft Workflow. When you select or approve settlements, the system routes workflow notifications to defined user's worklists, alerting them that the settlements are being processed.

If you implement multiple levels of approval, the system automatically routes the approval through the levels until the appropriate user authorizes it.

For example, you establish the following two levels of approval:

• Administrator, with a 50,000 USD limit.

• Manager, with a 100,000 USD limit.

If the administrator approves a settlement of 75,000 USD, the system does not set the settlement status to approved as the amount is over the defined approval limit. Instead, the system routes the settlement to the manager's worklist for approval. The manager can then select settlement approval work items on the worklist to access the Settlement Approval page, and approve the settlement.