Task Detail | PowerSchool ERP

Use the Task Detail page to approve, deny or flag an individual leave request as needing correction. Approvers can review the detail of the leave request, leave bank information for the employee and the leave request history. The approver can delegate the leave request to a specific approver. For details on delegating workflow roles or individual requests, refer to Delegation.

From the System Administration menu, select Workflow. From the Workflow menu, select Task List.

You can also find the task list in Employee Access Center. Select Employee Tasks, then Task List,

Approve a Leave Request from the Task Detail

Open the Task List page.
Select the description of an individual leave request to display the Task Detail page for the employee leave request.
In the Action field, select Approve.
Enter comments about the approval as needed.
Click Save to process the approval.

Deny a Leave Request from the Task Detail

Open the Task List page.
Select the description of an individual leave request to display the Task Detail page for the employee leave request.
In the Action field, select Deny.
In the Comments field, enter a reason for denial.
Click Save to process the denial.

Flag a Leave Request as Needing Correction from the Task Detail

Open the Task List page.
Select the description of an individual leave request to display the Task Detail page for the employee leave request.
In the Action field, select Needs Correction.
In the Comments field, enter a reason for flagging the correction.
Click Save to process the correction flag.

Fields and Descriptions

Task Approval

Field	Description
Action	Action performed by the approver or delegate. The choices are: Approve: The employee leave request has been approved by the approver or delegate for this approval level. When selected and the approver or delegate clicks Save the workflow will do one of the following, based on the status of the e-Form: If there are additional approvals that need to be performed, the workflow will notify the approver or delegate on the next approval level. If there are no additional approvals that need to be performed, the workflow will send the Final Approval notification to the designated people from the workflow designer and completes the employee leave request process. Delegate: The task of approving the employee leave request will be delegated to another approver. When selected, the Delegate fields become accessible. For details, refer to Delegation. Deny: The employee leave request has been denied by the approver or delegate for this approval level. When selected and the approver or delegate clicks Save, the workflow will send the Denied notification to the designated people from the workflow designer and ends. Needs Correction: The employee leave request has been flagged as needing correction by the approver or delegate for this approval level. When selected and the approver or delegate clicks Save, the workflow will send the Needs Correction notification to the requester. When the correction is made and the employee re-submits the leave request, the Approvers notification will be sent to the approver or delegate and the workflow will resume.
Delegate	Name of the user who is defined as the delegate for this workflow task during the approver's absence. This field is only accessible when the Delegate action is chosen. For details, refer to Delegation.
Comments	Free text information the approver or delegate wants to enter about the action. This field is required when the action is Deny or Needs Correction.

Field

Description

Action

Action performed by the approver or delegate. The choices are:

Approve: The employee leave request has been approved by the approver or delegate for this approval level. When selected and the approver or delegate clicks Save the workflow will do one of the following, based on the status of the e-Form:
- If there are additional approvals that need to be performed, the workflow will notify the approver or delegate on the next approval level.
- If there are no additional approvals that need to be performed, the workflow will send the Final Approval notification to the designated people from the workflow designer and completes the employee leave request process.
Delegate: The task of approving the employee leave request will be delegated to another approver. When selected, the Delegate fields become accessible. For details, refer to Delegation.
Deny: The employee leave request has been denied by the approver or delegate for this approval level. When selected and the approver or delegate clicks Save, the workflow will send the Denied notification to the designated people from the workflow designer and ends.
Needs Correction: The employee leave request has been flagged as needing correction by the approver or delegate for this approval level. When selected and the approver or delegate clicks Save, the workflow will send the Needs Correction notification to the requester. When the correction is made and the employee re-submits the leave request, the Approvers notification will be sent to the approver or delegate and the workflow will resume.

Delegate

Name of the user who is defined as the delegate for this workflow task during the approver's absence. This field is only accessible when the Delegate action is chosen. For details, refer to Delegation.

Comments

Free text information the approver or delegate wants to enter about the action. This field is required when the action is Deny or Needs Correction.

Leave Request Information

Field	Description
Status	Status of the leave request once the leave request has been submitted. Display only. Statuses include: Canceled Denied Needs Correction Expired Approved Partially Approved Posted Open Failed
Leave Type	Type of leave, as defined in the Check Title field of the Pay Code table. If your organization uses Employee Timesheets and the Pay Title Description is set to A-Alternate Code Description, then the leave type displays from the Pay Code Maintenance Alternate Description.
Start Date	Starting date for the requested leave.
End Date	Ending date for the requested leave.
Units/Hours/Days	Number of units, hours or days for the leave request.
Notes	Additional information the employee entered about the leave request.

Leave Bank Information

Field	Description
Leave Code	Code identifying the type of leave on the employee’s leave bank, as defined in the Leave table. Display only.
Leave Title	Title of the leave code, as defined in the Leave Title field of the Leave table. Display only.
Units	Type of units the leave is tracked in. Values can be Hours, Days or Units. Display only.
Earned YTD	Leave earned to date during the current year as it appears in the Earned YTD field on the employee’s leave bank. Display only.
Taken YTD	Leave taken to date during the current year as it appears in the Taken YTD field on the employee’s leave bank. Display only.
Current Balance	Unused leave for the current year as it appears in the Balance field on the employee’s leave bank. Display only.
Pending Leave	Requested leave that has not yet been posted to the employee’s leave bank. This includes pending leave requests and unposted attendance. Display only.
Pending Balance	Current available balance that can be taken. (Current Balance – Pending Leave). Display only.

Leave Request History

Field	Description
Action Date/Time	Date and Time when the completed action occurred.
Status	Status of the action. Display only. Possible statuses are: Admin Canceled Approved Canceled Corrected Delegate Employee Canceled Expired Failed Needs Correction Open Partially Approved Pending Posted Denied Restart Resubmitted Resume Submitted Suspend
Activity Description	Title for the workflow approval level.
Role Description	Title of the approval role the leave request was routed to.
Approver	Name of the primary approver for the role associated with the leave request. If the leave request was approved, denied or flagged as needing correction by an approver on the role that person's name would appear in this field. If there is no role in the Role Description field, but a name in this field, this would be the name of the administrator who performed the Restart, Suspend, Resume or Canceled action from the Workflow Administrator option.
Delegate	Name of the user who was delegated and processed this leave request during the approver's absence.
Comments	Comments that had been entered by the approver or delegate when processing the approvals for the leave request. In the event that the leave request was canceled, this will display Employee Canceled or Administrator Canceled, based on who canceled it.

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