Delivered Workflows for Expenses
This appendix discusses delivered workflows for Expenses.
See Also
Enterprise PeopleTools PeopleBook: PeopleSoft Workflow
Enterprise PeopleTools PeopleBook: Using PeopleSoft Applications
Delivered Workflows for Expenses
This section discusses Expenses workflow. The workflows are listed alphabetically by workflow name.
Authorization Approval Error
This section discusses the Authorization Approval Error workflow.
Description
|
Event Description |
Approval processing terminates with errors. |
|
Action Description |
If the system cannot process the approval, it returns the transaction to the approver's queue. |
|
Notification Method |
Email and worklist. |
|
Email Template |
Authorization Approval Error. |
Authorization Request Approved
This section discusses the Authorization Request Approved workflow.
Description
|
Event Description |
The final approver clicks the Approve button on the Approve Transactions - Overview, Approve Transactions - Travel Authorizations, or Travel Authorization Summary page. |
|
Action Description |
When the final approver approves the travel authorization, the system sends a notification to the person who submitted the travel authorization. |
|
Notification Method |
Email. |
|
Email Template |
Authorization Request Approved. |
Authorization Request Denied
This section discusses the Authorization Request Denied workflow.
Description
|
Event Description |
An approver clicks the Deny button on the Approve Transactions - Overview, Approve Transactions - Travel Authorizations, or Travel Authorization Summary page. |
|
Action Description |
When an approver denies a travel authorization, the system sends a notification to the person who submitted the travel authorization. |
|
Notification Method |
Email. |
|
Email Template |
Authorization Request Denied. |
Authorization Request Reassign
This section discusses the Authorization Request Reassign workflow.
Description
|
Event Description |
A transaction is assigned to a different approver through the Reassignment page. |
|
Action Description |
When a transaction is reassigned to a different approver, the system sends the new approver a notification. |
|
Notification Method |
Email and worklist. |
|
Email Template |
Authorization Request Reassign. |
Authorization Request Routing
This section discusses the Authorization Request Routing workflow.
Description
|
Event Description |
If you have established rerouting rules on the Transaction Definition page, Rerouting Rules tab, the system reroutes travel authorization requests to another approver after a specified number of days or hours. |
|
Action Description |
The system automatically reroutes travel authorization requests to the HR supervisor or to another designated approver after the specified number of days or hours has elapsed. |
|
Notification Method |
Email and worklist. |
|
Email Template |
Authorization Request Routing. |
Authorization Request SentBack
This section discusses the Authorization Request SentBack workflow.
Description
|
Event Description |
An approver clicks the Send Back button on the Approve Transactions - Overview, Approve Transactions - Travel Authorizations, or Travel Authorization Summary page. |
|
Action Description |
An approver sends a travel authorization back for revision. The system routes the travel authorization back to the employee and sends a notification. |
|
Notification Method |
Email. |
|
Email Template |
Authorization Request SentBack. |
Authorization Submit Error
This section discusses the Authorization Submit Error workflow.
Description
|
Event Description |
A travel authorization is submitted for approval but there are errors in processing it for approval. |
|
Action Description |
A travel authorization is submitted for approval but there are errors in processing it for approval. |
|
Notification Method |
Email. |
|
Email Template |
Authorization Submit Error. |
Cash Advance Approval Error
This section discusses the Cash Advance Approval Error workflow.
Description
|
Event Description |
Approval processing terminates with errors. |
|
Action Description |
If the system cannot process the approval, it returns the transaction to the approver's queue. |
|
Notification Method |
Email and worklist. |
|
Email Template |
Cash Advance Approval Error. |
Cash Advance Approved
This section discusses the Cash Advance Approved workflow.
Description
|
Event Description |
The final approver clicks the Approve button on the Approve Transactions - Overview, Approve Transactions - Cash Advances, or Approve Cash Advance page. |
|
Action Description |
When the final approver approves the cash advance, the system sends a notification to the person who submitted the cash advance. |
|
Notification Method |
Email. |
|
Email Template |
Cash Advance Approved. |
Cash Advance Denied
This section discusses the Cash Advance Denied workflow.
Description
|
Event Description |
An approver clicks the Deny button on the Approve Transactions - Overview, Approve Transactions - Cash Advances, or Approve Cash Advance page. |
|
Action Description |
When an approver denies a cash advance, the system sends a notification to the person who submitted the cash advance. |
|
Notification Method |
Email. |
|
Email Template |
Cash Advance Denied. |
Cash Advance Reassign
This section discusses the Cash Advance Reassign workflow.
Description
|
Event Description |
A transaction is assigned to a different approver through the Reassignment page. |
|
Action Description |
When a transaction is reassigned to a different approver, the system sends the new approver a notification. |
|
Notification Method |
Email and worklist. |
|
Email Template |
Cash Advance Reassign. |
Cash Advance Routing
This section discusses the Cash Advance Routing workflow.
Description
|
Event Description |
If you have established rerouting rules on the Transaction Definition page, Rerouting Rules tab, the system reroutes cash advances to another approver after a specified number of days or hours. |
|
Action Description |
The system automatically reroutes cash advances to the HR supervisor or to another designated approver after the specified number of days or hours has elapsed. |
|
Notification Method |
Email and Worklist. |
|
Email Template |
Cash Advance Routing. |
Cash Advance Sent Back
This section discusses the Cash Advance Sent Back workflow.
Description
|
Event Description |
An approver clicks the Send Back button on the Approve Transactions - Overview, Approve Transactions - Cash Advances, or Approve Cash Advance page. |
|
Action Description |
An approver sends a cash advance back for revision. The system routes the cash advance back to the employee and sends a notification. |
|
Notification Method |
Email. |
|
Email Template |
Cash Advance Sent Back. |
Cash Advance Submit Error
This section discusses the Cash Advance Submit Error workflow.
Description
|
Event Description |
A cash advance is submitted for approval but there are errors in processing it for approval. |
|
Action Description |
A cash advance is submitted for approval but there are errors in processing it for approval. |
|
Notification Method |
Email. |
|
Email Template |
Cash Advance Submit Error. |
Expense Report Approval Error
This section discusses the Expense Report Approval Error workflow.
Description
|
Event Description |
Approval processing terminates with errors. |
|
Action Description |
If the system cannot process the approval, it returns the transaction to the approver's queue. |
|
Notification Method |
Email and worklist. |
|
Email Template |
Expense Report Approval Error. |
Expense Report Approved
This section discusses the Expense Report Approved workflow.
Description
|
Event Description |
The final approver clicks the Approve button on the Approve Transactions - Overview, Approve Transactions - Expense Reports, or Expense Report Summary page. |
|
Action Description |
When the final approver approves the expense report, the system sends a notification to the person who submitted the expense report. |
|
Notification Method |
Email. |
|
Email Template |
Expense Report Approved. |
Expense Report Denied
This section discusses the Expense Report Denied workflow.
Description
|
Event Description |
An approver clicks the Deny button on the Approve Transactions - Overview, Approve Transactions - Expense Reports, or Expense Report Summary page. |
|
Action Description |
When an approver denies an expense report, the system sends a notification to the person who submitted the expense report. |
|
Notification Method |
Email. |
|
Email Template |
Expense Report Denied. |
Expense Report Reassign
This section discusses the Expense Report Reassign workflow.
Description
|
Event Description |
A transaction is assigned to a different approver through the Reassignment page. |
|
Action Description |
When a transaction is reassigned to a different approver, the system sends the new approver a notification. |
|
Notification Method |
Email and worklist. |
|
Email Template |
Expense Report Reassign. |
Expense Report Routing
This section discusses the Expense Report Routing workflow.
Description
|
Event Description |
If you have established rerouting rules on the Transaction Definition page, Rerouting Rules tab, the system reroutes expense reports to another approver after a specified number of days or hours. |
|
Action Description |
The system automatically reroutes expense reports to the HR supervisor or to another designated approver after the specified number of days of hours has elapsed. |
|
Notification Method |
Email and worklist. |
|
Email Template |
Expense Report Routing. |
Expense Report Send Back
This section discusses the Expense Report Send Back workflow.
Description
|
Event Description |
An approver clicks the Send Back button on the Approve Transactions - Overview, Approve Transactions - Expense Reports, or Expense Report Summary page. |
|
Action Description |
An approver sends an expense report back for revision. The system routes the expense report back to the employee and sends a notification. |
|
Notification Method |
Email. |
|
Email Template |
Expense Report Send Back. |
Expense Report Submit Error
This section discusses the Expense Report Submit Error workflow.
Description
|
Event Description |
An expense report is submitted for approval but there are errors in processing it for approval. |
|
Action Description |
An expense report is submitted for approval but there are errors in processing it for approval. |
|
Notification Method |
Email. |
|
Email Template |
Expense Report Submit Error. |
Time Adjustment Approval Error
This section discusses the Time Adjustment Approval Error workflow.
Description
|
Event Description |
Approval processing terminates with errors. |
|
Action Description |
If the system cannot process the approval, it returns the transaction to the approver's queue. |
|
Notification Method |
Email and worklist. |
|
Email Template |
Time Adjustment Approval Error. |
Time Adjustment Approved
This section discusses the Time Adjustment Approved workflow.
Description
|
Event Description |
The final approver clicks the Approve button on the Approve Transactions - Overview, Approve Transactions - Time Adjustments, or Time Report Summary page. |
|
Action Description |
When the final approver approves the time adjustment, the system sends a notification to the person who submitted the time adjustment. |
|
Notification Method |
Email. |
|
Email Template |
Time Adjustment Approved. |
Time Adjustment Denied
This section discusses the Time Adjustment Denied workflow.
Description
|
Event Description |
An approver clicks the Deny button on the Approve Transactions - Overview, Approve Transactions - Time Adjustments, or Time Report Summary page. |
|
Action Description |
When an approver denies a time adjustment, the system sends a notification to the person who submitted the time adjustment. |
|
Notification Method |
Email. |
|
Email Template |
Time Adjustment Denied. |
Time Adjustment Reassign
This section discusses the Time Adjustment Reassign workflow.
Description
|
Event Description |
A transaction is assigned to a different approver through the Reassignment page. |
|
Action Description |
When a transaction is reassigned to a different approver, the system sends the new approver a notification. |
|
Notification Method |
Email and worklist. |
|
Email Template |
Time Adjustment Reassign. |
Time Adjustment Routing
This section discusses the Time Adjustment Routing workflow.
Description
|
Event Description |
If you have established rerouting rules on the Transaction Definition page, Rerouting Rules tab, the system reroutes time adjustments to another approver after a specified number of days or hours. |
|
Action Description |
The system automatically reroutes time adjustments to the HR supervisor or to another designated approver after the specified number of days or hours has elapsed. |
|
Notification Method |
Email and worklist. |
|
Email Template |
Time Adjustment Routing. |
Time Adjustment Sent Back
This section discusses the Time Adjustment Sent Back workflow.
Description
|
Event Description |
An approver clicks the Send Back button on the Approve Transactions - Overview, Approve Transactions - Time Adjustments, or Time Report Summary page. |
|
Action Description |
An approver sends a time adjustment back for revision. The system routes the time adjustment back to the employee and sends a notification. |
|
Notification Method |
Email. |
|
Email Template |
Time Adjustment Send Back. |
Time Adjustment Submit Error
This section discusses the Time Adjustment Submit Error workflow.
Description
|
Event Description |
A time adjustment is submitted for approval but there are errors in processing it for approval. |
|
Action Description |
A time adjustment is submitted for approval but there are errors in processing it for approval. |
|
Notification Method |
Email. |
|
Email Template |
Time Adjustment Submit Error. |
Time Report Approval Error
This section discusses the Time Report Approval Error workflow.
Description
|
Event Description |
Approval processing terminates with errors. |
|
Action Description |
If the system cannot process the approval, it returns the transaction to the approver's queue. |
|
Notification Method |
Email and worklist. |
|
Email Template |
Time Report Approval Error. |
Time Report Approved
This section discusses the Time Report Approved workflow.
Description
|
Event Description |
The final approver clicks the Approve button on the Approve Transactions - Overview, Approve Transactions - Time Reports, or Time Report Summary page. |
|
Action Description |
When the final approver approves the time report, the system sends a notification to the person who submitted the time report. |
|
Notification Method |
Email. |
|
Email Template |
Time Report Approved. |
Time Report Denied
This section discusses the Time Report Denied workflow.
Description
|
Event Description |
An approver clicks the Deny button on the Approve Transactions - Overview, Approve Transactions - Time Reports, or Time Report Summary page. |
|
Action Description |
When an approver denies a time report, the system sends a notification to the person who submitted the time report. |
|
Notification Method |
Email. |
|
Email Template |
Time Report Denied. |
Time Report Reassign
This section discusses the Time Report Reassign workflow.
Description
|
Event Description |
A transaction is assigned to a different approver through the Reassignment page. |
|
Action Description |
When a transaction is reassigned to a different approver, the system sends the new approver a notification. |
|
Notification Method |
Email and worklist. |
|
Email Template |
Time Report Reassign. |
Time Report Routing
This section discusses the Time Report Routing workflow.
Description
|
Event Description |
If you have established rerouting rules on the Transaction Definition page, Rerouting Rules tab, the system reroutes time reports to another approver after a specified number of days or hours. |
|
Action Description |
The system automatically reroutes time reports to the HR supervisor or to another designated approver after the specified number of days or hours has elapsed. |
|
Notification Method |
Email and worklist. |
|
Email Template |
Time Report Routing. |
Time Report Sent Back
This section discusses the Time Report Sent Back workflow.
Description
|
Event Description |
An approver clicks the Send Back button on the Approve Transactions - Overview, Approve Transactions - Time Reports, or Time Report Summary page. |
|
Action Description |
An approver sends a time report back for revision. The system routes the time report back to the employee and sends a notification. |
|
Notification Method |
Email. |
|
Email Template |
Time Report Send Back. |
Time Report Submit Error
This section discusses the Time Adjustment Submit Error workflow.
Description
|
Event Description |
A time report is submitted for approval but there are errors in processing it for approval. |
|
Action Description |
A time report is submitted for approval but there are errors in processing it for approval. |
|
Notification Method |
Email. |
|
Email Template |
Time Report Submit Error. |
Time Report Acknowledgement
This section discusses the Time Report Acknowledgement workflow.
Description
|
Event Description |
An authorized reporter submits a time report on behalf of an employee who has DCAA functionality enabled. |
|
Action Description |
The system sends the employee a notification to acknowledge the content of the time report. |
|
Notification Method |
Email. |
|
Email Template |
TimeReportAcknowledgement. |
Time Report DCAA Past Due
This section discusses the Time Report DCAA Past Due workflow.
Description
|
Event Description |
System administrators run the Time Reporting Notifications process for DCAA-compliant business units. |
|
Action Description |
The system sends an email notification to employees to remind them of missed deadlines and to save or submit their time reports. |
|
Notification Method |
|
|
Email Template |
TimeReportDCAAPastDue. |
Time Report DCAA Reminder
This section discusses the Time Report DCAA Reminder workflow.
Description
|
Event Description |
System administrators run the Time Reporting Notifications process for DCAA-compliant business units. |
|
Action Description |
The system sends emails to employees to remind them of upcoming deadlines and to save time for a day if none is already saved by the time Expenses runs the Time Reporting Notifications process. |
|
Notification Method |
|
|
Email Template |
TimeReportDCAAReminder. |