Approvals & Workflow

Workflow

Many transactions processed in the financial system (PeopleSoft Financials, also known as the Enterprise Financial System or "EFS") require that online approvals be applied.

The University has created an Approval WorkCenter within PeopleSoft Financials that brings together all of the financial approval tasks within EFS. This WorkCenter can be accessed from MyU > U Finance > find the section "EFS Quick Links" > select Approval.

Approvers have been delegated authority to say yes or no to financial transactions. They are expected to review and approve using University policy, applicable laws, and sponsor requirements as guides. Activity is subject to management review, central review, internal audit, external audit, and public scrutiny.

Questions about workflow and approvals functions, access roles, and transactions may be sent to the University Financial Helpline.

What if I have an emergency and need a transaction approved?

Contact the University Financial Helpline.

What is truly urgent? If this transaction isn't reviewed immediately, is there is a realistic chance or certainty that it will result in:

  • Potential loss of life.
  • A situation that endangers safety of those studying at, working at, or visiting the University.
  • Loss of research.
  • Legal action.
  • Loss of reputation of the University.
  • Loss of a significant discount.
  • Etc.

Contact the University Financial Helpline with the transaction number that needs attention. The staff there will work with you to ensure appropriate action is taken in a timely manner by the responsible parties or delegates.

Please keep in mind that the simple absence of an approver or backup approver (or both) does not in and of itself constitute an emergency.

In the event that the situation is not considered an emergency, but the transaction is still fairly urgent, some transactions may be re-routed.