Document number: 17229

 

As a manager you will be notified of reports pending your approval via automated email. Managers will then be able to review the reports then select Approve, Deny or Hold.

To process pending reports follow these steps:

1. Log into the Time and Expense application through Planet PeopleSoft.
   

   • For more information on how to log into Time and Expense, see Eureka! Document 17206 — How to Log into Time and Expense.

2. Click on the Travel Authorization link.

3. Click the Manager Approve link.

4. In the Find an Existing Value page use the drop down box for the Search By field and select Reports Status.

5. After the screen has refreshed use the next drop down box and select Submitted.

6. From the list of pending reports select the link for the report you want to review. This will open the details of the report.

7. Once you have review the report you may add your Comments at the box provided.

8. Select one of the actions to continue
   • Approve will show your approval of all hours reported and send the report on for further processing.
   • Deny will show your rejection of the hours reported. Once you deny a report the submitter will be notified. You will be able to deny part of all of a report.
   • Hold will save the report in your pending list and not continue the workflow. This is helpful if you want to check budget or expense information before approval.

    

 

 

 

 

 

 

 

 

Created by the PeopleSoft Knowledge Management Team.
Copyright © 2002 All rights reserved.
Created: jel 01/17/2002
Reviewed: 09/24/2004