Advanced Workflow
Contact your PowerSchool ERP Account Representative for assistance on setting up the advanced workflow.
The Advanced Workflow system provides the following features and benefits:
Flexible setup for approval routing that districts can customize.
A consistent approval process.
Multiple ways to navigate to approvals
Dashboard tiles
Module menu paths
Email notification links
Employee Access Center (EAC)
Migrate legacy workflow content for Purchase Requisitions into Advanced Workflow
Advanced Workflow supports the following approvals:
Employee Expense Reimbursement
Journal Entries
Leave Requests
Position Requests (Job Posting)
Purchase Orders
Requisitions (Purchasing)
Termination Requests
Access Advanced Workflow
Your organization can use Advanced Workflow for multiple workflow types. When you use Advanced Workflows, there is a single Workflow Approvals page to review all items that need your attention, arranged in tabs for each workflow type.
Menu path
To access the setup page for Advanced Workflow, follow the steps below:
From the menu, select System Administration.
From System Administration, select Workflow.
From Advanced Workflow, select Workflow Setup.
Workflow Setup:
In the workflow setup page, the following tabs are available:
Section | Details |
|---|---|
Application | Applications are the defined rules associated with linking Groups to Roles. These rules define how Requests and Approvals are sent to employees. |
Groups | Approval Groups are a collection of user types(Roles) created to perform a defined function in the district or building. Multiple Groups can be assigned to a Role. |
Roles | Roles are user types for a district or building. Roles can include multiple employees and can have multiple approval groups assigned. |
In order to configure Advanced Workflow, Groups and Roles will need to be assigned prior to setting up an application workflow.