Approval Workflow Options

  1. Approve – Once you have confirmed the details are accurate, you can select this option to either approve the process entirely or move the item to the next step in the approval chain. After you click “Approve”, you will see a popup similar to the image below, notifying you that the event has been approved. You can click “View Details” to view the remaining steps in the business process (if applicable).

    Workday Screen Print of Expense Report Approval Popup
  2. Send Back – If you notice an error, you can select the “Send Back” option to route the item back to its creator so they can make necessary revisions before resubmitting. The ‘To’ field will automatically populate with the name of the submitter. You will be required to enter details about why you are sending the item back in the ‘Reason’ field. Once you've completed the prompts, click “Submit.”

    Workday Screen Print of Send Back Expense Report Popup
  3. Add Approvers – For certain items, you may identify the need for additional approvers, such as the Provost. You can search for the individual you want to add to the approval chain or select them from a drop-down menu. You also have the option to leave a comment for the additional approver. When finished, click “Approve and Send to Approvers.”

    Workday Screen Print of Add Approvers to Expense Report Popup
  4. Close – Selecting this option will simply close the item within your “My Tasks,” but it will not delete it or cancel the business process.
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