Summary

We hope this tour of the the changes to PeopleSoft and of the new Worklist Manager has given your enough information to feel comfortable. Some important points to remember are:

The first two transaction types to use online approval are Create a Position and Create a Requisition. This goes live on July 21st, 2003. Applicant Hire and Add Concurrent Job will use the Worklist Manager in October 2003.

To create a new transaction in PeopleSoft, navigate to the new Use menu item: STF Create Position, STF Create Job Requisition, STF WF Applicant Hire, or STF Add Concurrent Job.

Each workflow-enabled transaction must have at least one approver. The originator can be an approver.

The URL for the Worklist Manager is http://worklist.stanford.edu.

You have the option to Recall or Delete any transaction while it is in Pending status. When you Recall a transaciton, you may return to PeopleSoft to edit it through the same

To search for a particular item on your worklist, use your browser's Find function (Ctrl+F or Command+F) to search.

If an item is not on your worklist, it is no longer pending. You will receive an email notification if the transaction was fully approved, returned, or declined.

You can get help for originators from your My Pending Items Worklist, or from the Transaction Summary by clicking the Help button in the upper right hand corner.

Pop quiz! Check your knowledge to see if you're ready to use the Worklist Manager.

If you are also a transaction originator, we highly recommend you take the Worklist Manager Approver Tutorial. Thanks for taking the Worklist Manager Originator Tutorial.