ctcLink Reference CenterExpenses Expenses - 29Reassigning Approval Work for Travel & Expense Approvals

Reassigning Approval Work for Travel & Expense Approvals

Purpose: Use this document as a reference for how to reassign approval work for travel & expense approvals in ctcLink.

Audience: Finance Staff

*Note: There are several situations where the ability to reassign approval work may be useful or necessary, for example:

  • If approval work was pending for someone who is no longer at the college, it can be reassigned to the person who has taken over those approval duties.
  • If approval work was sent to the wrong person due to incorrect setup upstream of Travel & Expense (e.g. Department Managers, HCM Supervisors, etc.), it can be reassigned to the correct approver.

While the page to be covered has the primary purpose of reassigning approval work, it can also be used to view the work currently assigned to a given user. For example, if you would like to validate that a particular person has a particular work item assigned to them, you can use this tool to perform that check. With the current approval process setup, any error encountered in the Expense Approval process is going to the “PSADMIN” user. This reassignment page could also be used to move work from that “PSADMIN” user to someone more appropriate.

Reassigning Approval Work for Travel & Expense Approvals

Navigation: Main Menu > Travel & Expenses  > Manage Expense Security > Reassign Approval Work

  1. Use the Reassign Work page to search for the user who has the work you want to reassign. Search by User ID or by Description.
  2. Click the Search button.
Find an Existing Value tab
  1. The Reassign Work page appears for the selected user and shows each approval item currently assigned to that user. Select one or more work items to reassign by checking the box next to each item.
  2. Use the Reassign Work To field to look up and enter the user to reassign work to.
  3. Click the Reassign button to reassign the selected work. The selected work items will be removed from the screen.
Reassign Work

Verify Work was Reassigned to New User

  1. To look up the work assigned to a different user, the user we reassigned PSADMIN’s work to, click the Return to Search button at the bottom of the screen or click back on the Reassign Approval Work breadcrumb at the top of your screen.
  2. Enter the User ID of the person the work was reassigned to (Candace) and click the Search button.
Find an Existing Value tab
  1. The reassigned approval items will now appear under Transaction Information section on the Reassign Work page.
Reassign Work

Note: With the current Travel & Expense approval configuration there are several instances where the system behavesa little differently after reassigning work.

  1. Reassigned approval item does not appear for the person the work was reassigned to:

If reassigned work doesn’t show up under the person you just reassigned it to, first, go back and check that the work doesn’t still appear under its original owner and attempt the reassignment again if it does.  If the selected work items no longer show up under the original approval item owner or new approval item owner, the item may have been auto-approved.

If a person has already taken approval action on a document, the current configuration will not ask that same person to approve the same document a second time if they appear in the approval workflow again. In these situations, the system performs an auto-approval on behalf of that user if it comes to them that second (or third, fourth, etc.) time. If reassigning an approval item to someone triggers an auto-approval for that person, that item will not appear on their list because once the auto-approval triggers, there is no longer something that needs their approval. You can open the document being approved and review the approval steps that have been performed to see if that auto-approval has occurred.

  1. The person an approval item has been reassigned to is unable to perform an approval action on that item:

This is something that will occur if an approval item is reassigned to the person who originated the document. The current system configuration does not allow a user who originated an Expense transaction to approve their own documents (no self-approvals). In this situation, you will need to re-re-assign that work item to another person to perform.

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