Understanding HTML Email Approvals

The PeopleSoft Approval Workflow Engine (AWE) enables you to take action on approval requests directly from an email using the HTML Email Approval functionality.

Video: PeopleSoft 9.2 HTML Email Approvals

When enabled and a requestor submits a transaction for approval, an email is generated and sent to the approver(s), which contains detailed information about the transaction request. Based on the transaction’s configured actions, an approver can take action directly from the email by clicking a link, such as Approve, Deny, or Pushback, to generate a reply to the request. The email may display requestor comments and, if applicable, view approval history from other approvers.

The HTML Email Approval feature delivers HTML email templates for some of the key PeopleSoft HCM Talent Management transactions. This table lists these transactions, with their corresponding process IDs:

Transaction	Transaction Process ID	Additional Information About the Transaction
Job Opening Job Offer	JobOpening JobOffer	PeopleSoft Talent Acquisition Manager: Approving Job Offers
Absence Request Extended Absence Request	AbsenceManagement AM_Extended_Abs	PeopleSoft Absence Management: Self Service Pages Used by Managers to Manage Absence Requests
Promote Employee Transfer Employee Reporting Change	PromoteEmployee TransferEmployee ReportingChgEmployee	Understanding the Management of Direct Reports
Performance Document	PerformanceManagement	PeopleSoft ePerformance: Working With Approvals and Reviews

Note:

This feature is dependent on the Approvals Framework delivered by Enterprise Components. Any transactions that do not use the Approvals Framework for approvals will not be generated as HTML emails.

For more information on configuring HTML email approvals, see Approval Framework: Triggering Email Collaboration.

Responding to a Request

The approver can act upon an email request by selecting the appropriate action link that appears at the bottom of the email request.

Upon selecting an action, a response email will open. The email includes instructional text to let the user know where to enter comments, if any.

The approver can enter comments after the emcFieldComments text, but this is not a requirement. Note that any other identifiers should not be removed or modified.

Note:

If an approver takes an action from an email for a request that is no longer pending his or her approval, the system will open a similar reply email as previously mentioned. However, upon processing the response email, the system will send an email back to the approver indicating that the action was not applied as the approval request was no longer pending his or her action.