Pending Approvals Page

Use the Pending Approvals page to review and act on pending approval requests requiring the attention of the logged-in manager.

Navigation:

Tap the Approvals tile on the Manager Self Service home page.

This example illustrates the fields and controls on the Pending Approvals page for the tablet.

This example illustrates the relevant approval requests that appear after a view-by category is selected on the Pending Approvals page for the smartphone.

The approvals pages display vertical tabs that group approval transaction types into categories that are defined by the View By type value you select. The All category type appears at the top of the list for all view types when there are pending transactions. Transaction categories within a View By type display a badge identifying the number of pending approvals for that transaction category. If you do not have any pending approvals for a transaction category the tab will not appear in the list.

Note:

If you are using the approvals pages in portrait mode on your mobile device, the page will display an arrow on the left side of the page. Tap this arrow to reveal or hide the transaction category tabs.

Tap a transaction category tab to display the pending approvals that apply to that category. When you tap a transaction category, the page will display pending approvals sorted by the date on which the approval request was received, with the oldest pending approval displaying first.

Field or Control	Description
View By	Select how you want the page to display approval requests. You can group pending approvals by these view options: Type (default view when you access the Approvals tile) Groups approval requests by transaction type. For example, you can display all transaction types in one list, or select a specific transaction type, such as a list of absence requests or location changes needing your attention. Date Routed Provides a weekly grouping of pending approvals based on the date the approval was sent to you. Category tabs may include: All (shows all pending approvals) Older (anything before the start of the week before last) 2 Weeks Ago (start of the week before last to the end of the week before last) Last Week (start of last week to the end of last week) This Week (start of the current week until the current day) Note:Define the first day of the week by using the classic PeopleSoft pages to navigate to My Personalizations, and then Personalize Regional Settings, and selecting the First day of week value. From Groups pending approvals by the last sender. The last sender could be either the requestor of the transaction or the last approver in the approval chain. If the last approver step in the approval chain has multiple approvers, the name of the last person who approved the request is displayed. Person Shows a list of all persons for which there are pending approvals. The transaction category tabs will also list a No Person Associated category when there are pending approvals that are not related to a person.
Filter or Filters applied icons	Tap this icon to access the Filter Page and select from one or more criteria to narrow the pending approval list. The Filter icon appears green when filters have been applied to your search.

The transaction list displays the:

1. Transaction name and the person or job posting with which it is associated.

2. A short description about the approval request.

3. The date upon which the request was routed to you.

Transaction Icons

These icons may be associated with a transaction:

Field or Control	Description
Pushed back by icon	Displays if you have approved a request and the person next in the approval chain pushes back the approval. The name of the person who pushed back the request appears after this icon. Note: Requests that have been pushed back are not forwarded to the next person in the approval chain. Rather, the request is sent back to the previous person in the approval chain, or to the requestor if the push back occurred with the first approver, and will be pending that person’s action.
Delegated by icon	Displays if you have been delegated to work on approval requests on behalf of another person. The name of the person who delegated the request appears after this icon.

Selecting a Transaction Type Category that Permits Mass Approvals

When you tap a transaction type category, the application will display the pending approval items associated with that category. The page will appear differently when a transaction type has been set up to allow mass approvals. When the transaction type category is not set up to allow mass approvals, the page lists the approval request transactions and no action can be take from the page. For these types of transactions, you must tap the desired approval request row to access the Pending Approvals - <Transaction Details> Page, where you can review and complete the approval request.

This example illustrates the Pending Approvals page (for the tablet) when a transaction category has been set up to have mass approvals enable on the Enterprise Components: Fluid Approval Setup - Transactions Page.

This example illustrates mass approvals for the selected transaction on the Pending Approvals page for the smartphone.

When the administrator has configured the transaction to allow mass approvals, you can take action (e.g.-approve, deny, or push back) on several approval requests within the same category at the same time. Perform mass approvals by selecting the check box before each item then tapping the appropriate action button on the page. Select or deselect all check boxes at once by tapping the top check box in the gray header.

If you do not wish to apply the same response to all transaction requests, or want to view individual details for each request, tap a row to access the Pending Approvals - <Transaction Details> Page.