Scheduled Approvers

You may be wondering how you became an approver on a transaction. In PeopleSoft where the transaction is created, the originator is asked to identify approvers. The system suggests some approvers based on information in Authority Manager. The system identified approvers and FYI recipients were determined by local Human Resources Officers. In addition to these system identified approvers, the originator also has the option of adding additional approvers or FYI recipients.

All of these approvers and FYI recipients are added to the approval schedule. The approval schedule for a trasnsaction is shown in the Transaction Summary.

It's important to note that in this example, Volt, Emma, and Shawna all have the same role and sequence. This means that only one of them needs to take action to approve for that role. Based on the sequence information shown, Ammy will approve this transaction first, then one of the Position Approvers will approve it, then Dawn will receive her FYI email. Eileen does not need to take action at all since she is the Super-Approver. Every transaction will have a Super-Approver, but the Super-Approver does not normally take action on a transaction.

For GFS transactions, there may be more than one financial approver required for different accounts. These are differentiated by including the item type as part of the approval role. You will only be approving for the item type you're assigned to, not for all of the financial approvers.

Email Notification

Approvers are identified by an HRO or the transaction's originator as being appropriate for this transaction. Once you are attached to a transaction and it is your turn to approve, you will receive an email like the one shown here:

The email has some basic information about the transaction including what type of transaction it is, the effective date, who originated it, and any comments the originator added for approvers when creating the transaction. It also has a link to the Worklist Manager. Upon receipt of this email, you should go to the Worklist Manager immediately to review this transaction and take action if appropriate.

Next Topic: The Worklist Manager >>