How to Approve a Transaction

Roles which commonly approve staffing and finance related transactions on behalf of Schools are HR Partner and Finance Executive.

Many other roles approve transactions as well on behalf of the University including those involved in central HR functions. Examples of these roles are: Payroll Partner, Benefits Partner, and Compensation Partner.

When an approval task is routed the approval will go to all individuals holding that support role for the organization.

  • Only one person needs to complete the approval.
  • Once approved the task is removed from the Actions tab of the Inbox of everyone assigned to the role.

An Approver can Approve, Send back or Deny the transaction.

  • In general, the Approver does not have the ability to modify the transaction.
  • If the information needs to be updated, send back  is used to route a business process back to a specific step for updates.

Steps

  1. Locate and select the task in your PeopleSync InBox Actions tab
    • At the top of the screen you will see Review and the name of the process or transaction. It may include the employee name, position #, if applicable. This screen displays all of the details in the transaction. Some approval tasks may show a consolidated view of all the fields.
  2. Review the transaction.
  3. Review comments located at the bottom of the screen. These are provided by other roles involved in the transaction, typically the Initiator and/or other Approvers.
  4. Complete the Comments field if needed.
  5. You will see the following buttons:
    • Approve. Click Approve when you are ready to approve the transaction. A pop-up will appear which confirms the submission. If the transaction involves another approver step you will see Up Next and the name of the person or role. If you are the final approver you will see “Successfully Completed!”
    • Send Back. Click Send Back to return the transaction to a specific person or step in the transaction.
      • In the pop up window, select the name/step and input a Reason. Include any information that will help the recipient to modify the transaction.
      • Note: When sending a process back to a previous task, all subsequent steps in the process must be completed. Some information will remain populated with previous inputs, while other details will have to be re-entered.)
    • Deny. It is not recommended to use this functionality because an as alternate option you can ask the Initiator to cancel the transaction. For steps on canceling, click here. If Deny is used, the action stops the transation and a comment is required. 
    • Note on Cancel button. To discard/cancel the changes you made on this page, click the Cancel button. The page reverts back to the task’s original state. (Note: Cancel is often confused with cancelling a transaction, however see link above if you wish to stop a transaction).

Last updated in March 2021.