Approvals Pending

The Approvals Pending form lists any pending approvals that are assigned or available to you.

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An approval that is assigned to a particular user can only be acted upon by that user.

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Approvals are available to a user if one of the user's roles matches the role applicable to the current approval step.

Approvals Pending (Assigned to You)

You can act on approvals listed in the Approvals Pending (Available to You) panel.

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Standard Approvals: see Reviewing Standard Approvals

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Payroll Approvals: see Processing Standard Payroll Approval

Approvals Pending (Available to You)

To act on an approval that is available to you, "grab" the approval. The system assigns the approval to you.

1.

Within the Approvals Pending (Available to You) panel, click the desired Approval Type. The Approval form opens.

You can click Show Audit History to display the history of users involved in processing the action.

2.

Click Grab. The selected approval type now appears in the Approvals Pending (Assigned to You) panel.

There are two methods available to process an approval:

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Click the Approve icon (blue checkmark) for the Approval Type you want to approve. An approval confirmation displays at the top of the form.

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"Grab" the approval:

1.

Within the Approvals Pending (Available to You) panel, click the desired Approval Type. The Approval form opens.

You can click Show Audit History to display the history of users involved in processing the action.

2.

Click Grab. The selected approval type now appears in the Approvals Pending (Assigned to You) panel.

Note:  You can open the pending approval in Assigned to You and click Return to Queue. The approval pending item is then returned to the Available to You queue for you or another user to access later.