PowerSchool ERP System Administration
PowerSchool ERP System Administration
Breadcrumbs

Task List

Use the Task List page to approve, deny or flag multiple leave requests as needing correction at one time. Approvers can enter the same comments for all leave requests at the same time, or enter comments on individual leave requests. The Task List also allows approvers to delegate workflow roles to another person for a specific date or date range. 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 Leave Requests from the Task List

  1. Open the Task List page. This page lists all leave requests that require the approval of the user logged in to PowerSchool ERP or Employee Access Center.

  2. Select Approve for the leave request to approve. Select the checkbox in the Approve column heading to select all Approve checkboxes for the list.

  3. In the Comments field, enter a reason for approval as needed.

  4. Click Save.

Deny Leave Requests from the Task List

  1. Open the Task List page.

  2. Select Deny for the leave request to deny. Select the checkbox in the Deny column heading to select all Deny checkboxes for the list.

  3. In the Comments field, enter a reason for denial.

  4. Click Save.

Flag Leave Requests as Needing Correction from the Task List

  1. Open the Task List page.

  2. Select Correct for the leave request to flag as needing correction. Select the checkbox in the Correct column heading to select all Correction checkboxes for the list.

  3. In the Comments field, enter a reason for correction.

  4. Click Save.

Enter Comments for Multiple Leave Requests from the Task List

  1. Open the Task List page.

  2. Select Approve for the desired leave requests that have the same comment.

  3. In the Pending Leave Requests header section, click Open, then click Comment on All Requests.

  4. Enter comments as needed. Click OK. The comments will now display for all the leave requests selected.

  5. Click Save.

Fields and Descriptions

Field

Description

Date

Date that the leave request was initiated or resubmitted once corrected.

Name

Full name of the employee that submitted the leave request.

Description

Description of the leave request. This field displays type of leave entered on the leave request, as defined in the Check Title field of the Pay Code table, the date for the leave and the Units/Hours/Days of leave requested.

Delegated

Indicator informing the approver if they delegated the leave request to another approver or if another approver delegated the leave request to them. For details, refer to Delegation.

Warning

Indicator informing the approver of any warning messages associated with the leave request. The approver would access the Task Detail page to see any messages.

Approve

Checkbox to approve the leave request. To approve all leave requests, select the checkbox in the column heading.

Deny

Checkbox to deny the leave request. To deny all leave requests, select the checkbox in the column heading.

Correct

Checkbox to flag the leave request as needing correction. To flag all leave requests, select the checkbox in the column heading.