Use the Workflow Setup page to create, configure, and manage approval workflows for applications such as Purchase Orders, Purchase Requisitions, Expenses, Journal Entries, Employee Terminations, and Leave Requests. This page allows users to define the complete approval routing structure, including workflow models, approval levels, approver roles, rule-based groups, and email notification templates, which control how submitted transactions are routed through a multi-level approval process before being posted.
The data entered on this page drives the automated approval routing engine. When a transaction (such as a Purchase Order) is submitted, the system evaluates the workflow model's activity nodes in sequence, matches the transaction against each node's group-to-role mappings, and assigns the appropriate approvers at each level until final approval or denial.
Please reach out to your PowerSchool ERP Account Representative for help on setting up the advanced workflow.
To enable advanced workflow, it must be enabled in the workflow profile. Use the steps below to update the configuration settings:
Menu Path:
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From the Menu, select System Administration.
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From System Administration, select Administration.
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Select Workflow Configuration.
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Select Advanced Workflow.
Enable Workflows
The following workflows are available.
|
Workflow |
Field |
|---|---|
|
Expense |
Select the checkbox to enable. |
|
Journal Entry |
Select the checkbox to enable. |
|
Leave Request |
Select the checkbox to enable. |
|
Position Request |
Select the checkbox to enable. |
|
Purchase Order |
Select the checkbox to enable. |
|
Requisition |
Select the checkbox to enable. |
|
Termination Request |
Select the checkbox to enable. |
Once you have selected the desired workflows, choose Apply to save your changes. Applying changes will enable the new AWS workflow for your organization.
Use the following articles to learn more about each workflow type.