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Workflow Types

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:

  1. From the Menu, select System Administration.

  2. From System Administration, select Administration.

  3. Select Workflow Configuration.

  4. 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.

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