Taking Action
As an approver, your job is to take action. These buttons are
your control panel:
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 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 |
(HR Web Forms only) Declines the transaction and deletes it from the PeopleSoft
staging tables. The originator receives an email with your
reason for decline and your comments. |
 Now
that you have a basic understanding, let's give it a whirl. Try
out this interactive
demonstration to get a feel for the approval process. You
will be asked to approve, return, or decline a few transactions.
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.
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