From the main worklist

To find a particular transaction, you may use the Sort By function. This will sort the list using one of these criteria:

• Originator
• Origination Date
• ID
• Process

The default sort order is by origination date with the oldest transactions at the top. Sorting by originator lists the items in alphabetical order by last name of the originator. Sorting by ID sorts by ID number. The type of ID number varies by the transaction type. Sorting by Process lists the transactions grouped by the type of transaction (create a position, create a job requisition, etc.) in alphabetical order.

To search for a particular item, we recommend using your browser's Find function.

In Internet Explorer, access this function by going to Edit>Find (on this page) or pressing Ctrl+F. Type your search criteria and click "Find Next".

In Netscape Navigator, access this function by going to Edit>Find in Page... or pressing Ctrl+F. Type your search criteria and click "Find Next".

Can't find an item you're supposed to approve? There are a couple of possible reasons for this:

• The originator may have recalled or deleted the transaction
• Another approver with your role may have already taken action

In either case, you no longer need to take action on that work item. If you have no other work items on your worklist, you may now end your Worklist Manager session. If you do have other work items on your worklist, please review those items and take action.

To take action on a work item, click on the hyperlink next to the ID. This will take you to the transaction summary.

From the Transaction Summary

The Transaction Summary screen shows you who is scheduled to approve this transaction or receive an FYI. It also shows a summary of information included in the PeopleSoft transaction. Use the information shown to select the appropriate action.

There are three actions you may take from the Transaction Summary screen:

• Approve - Approves the transaction for your role. Review the Approval Schedule to see if there are other approvers with roles different from your role (or the same role in a different sequence) to determine if your approval will fully approve the transaction. If your approval fully approves the transaction, it will move from the staging table to the production PeopleSoft database. If additional approvers from different roles are required, an email will be sent to the next group of approvers that needs to take action.
• Return - Returns the transaction to the originator with your comments. The originator will be able to make changes and resubmit the transaction for approval.
• Decline - Declines the transaction and deletes it from the PeopleSoft staging tables. The originator receives an email with your reason for decline and your comments.

What if I don't want to take an action on this transaction?

You have two choices:

• You may send an email to the originator by clicking the button.
• You may exit the transaction summary without taking action by clicking the button.
  

Decline or Return

Whenever you select return or decline, a popup window appears.

You must categorize your reason for decline using one of the categories from the drop down box. These reasons are recorded for auditing purposes to allow the system to report on the most common reasons for returns or declines.

You may also enter a comment that will be emailed to the originator of the transaction explaining why you're returning or declining the transaction. This comment will not be recorded for reporting purposes.

To complete the return or decline action, click submit on the popup window. To avoid submitting the return or decline, click cancel and you will be returned to the transaction summary page.

Need Help for Orginators? Click here.

Need Help for Super-Approvers? Click here.