Header Fields on the Approval Center Form

Use the common fields at the top of the Approval Center form to perform approval workflow tasks.

Field Description
Approval Center drop-down Select an approval record type. Depending on which approvals are enabled, you select one of the following approval record types:
  • Absence Requests
  • Expense Lines
  • Expense Reports
  • Timesheets
  • Timesheet Lines

The number in parentheses next to each menu item indicates the number of approval assignments that you have.

After you select a menu item, the corresponding grid displays the records that you can access. Approval workflow-related tasks that you can perform are based on the approval workflow configuration. If you have the appropriate access, you can approve, reject, reassign, or reopen records.

Print Lines Approval Report This action is available if you selected either Timesheet Lines or Expense Lines in the Approval Center drop-down menu. Select this action to print the Timesheet Lines Approval or Expense Lines Approval report, on which you can display the details of outstanding line items for review and approval.
Grid toolbar

Use the actions on the grid toolbar to perform any of the following tasks. If the chosen action cannot be applied to any of the records involved, an explanatory message displays.

  • Approve: Select one or more records in the grid and then click this option to approve the records. On the Approve dialog box, enter a comment and click Approve. The approval process continues to the next step based on the configured approval workflow for the record.
  • Reject: Select one or more records in the grid and then click this option to reject the records. On the Reject dialog box, enter a comment and click Reject. Based on the configured approval workflow for the record, the record could be sent back to the employee who submitted it.
    The Reject actions do not display if:
    • You make changes to a record while the workflow state is In Review.
    • The Reject Action field is set to None for the workflow on the Workflow tab of Approval Workflow Settings (Settings > Workflow > Approval Workflows in the desktop application).
    • You do not have the appropriate approvals workflow access rights, based on approvals workflow configuration.
  • Reassign: Select one or more records in the grid and then click this option to reassign the records. Reassign actions are available if the Allow Approvers to Reassign option is selected on the General tab of Approval Workflow Settings (Settings > Workflow > Approval Workflows in the desktop application).

    On the Change Assignment On Current Step dialog box, assign an additional employee to the current approval step for the record or move the approval assignment from one approver to another employee.

  • Reopen: Select one or more records in the grid and then click this option to reopen the records. On the Reopen dialog box, enter a comment and click Reopen. The approval process continues to the next step based on the configured approval workflow for the record. The Reopen actions are available if the Allow Employees to Reopen Closed Approval option is selected on the General tab of Approval Workflow Settings (Settings > Workflow > Approval Workflows in the desktop application).
  • Approval Options: This drop-down list contains the following actions.
    • Approve All: Select this option to approve all the records that match the current filter selections.
    • Reject All: Select this option to reject all the records that match the current filter selections.
    • Reassign All: Select this option to reassign all the records that match the current filter selections.
    • Reopen All: Select this option to reopen all the records that match the current filter selections.
  • : Click this icon to maximize the grid to a full screen display. This expanded view reduces the need to scroll through long lists of records. Click it again to return to the standard grid display. For more information, see Maximize the Grid View.
  • : Click this icon to select, pin, and reorder the columns to include in the grid. The columns available for the grid include both standard fields and user-defined fields that are used in the corresponding application area. For more information see Select Columns for a Grid.
  • : Click this icon to export all the data from the grid into a comma-separated values (.csv) file that you save in Microsoft Excel or another spreadsheet application that supports these files. For more information see Exporting Data to a Comma-Separated Values (.csv) File.
  • : Click this icon to turn the filter row on or off in the grid. The filter row is used to quickly search for a specific value in the grid columns. For information about how the filter works, see Filter the Grid Results.
Show Completed Approvals Use this toggle if you want the grid to display only the completed approval records () or only the records that require your action ().