For Approvers: Managing the Approval Queues & Actions
HR Compensation
3 steps
5 seconds
**Need help understanding the various approval queues assignments and their uses?** See[Appendix C - Definition for Various Approval Statues](https://scribehow.com/page/Appendix_C__Various_Status_Queues__8fffWPluQcidLi4fB-BInQ) **Need help adding delegates to your "Department Approval Queue" and managing user access?** See[How to Set Up a Delegate and Assign Delegation Levels.](https://scribehow.com/viewer/How_to_Set_Up_a_Delegate_and_Assign_Delegation_Levels__r2cxyE1PQbSIfT_Pblj6_A?referrer=documents)
Navigating to the Correct Approval Queue
1
Approvers are alerted by email at set times during the week if something is in the queue that needs approval.
2
Login to [my.tcu.edu](http://my.tcu.edu) and navigate to the ePAF system. Select the appropriate Approval queue from the left navigation list. Any outstanding PAFs will be listed. Find the PAF row and use the buttons to Approve, Cancel, Push Back, or View the ePAF. *Note:* *some queues will not have the "Cancel" option on this screen, but this action is still accessible within the "View" ePAF screen.*
3
If the message "There are no PAFs that need to be approved" is received, there is nothing that needs to be reviewed in this queue. **If you are seeing this after you received an email that there was something to approve, it is likely due to another delegate within the department approving the ePAF first. You do not need to do anything further.**
Definitions and Tips for Different Actions
- **Approve** – Approve the ePAF, moving it to its next step in the approval process - **Cancel –** Stop/Deny the ePAF. A pop up will appear requiring a reason for the cancellation. The cancellation message and the reason submitted will be sent via email to the originator. - **View –** Open the ePAF to see the information submitted. Depending on approval level you are at, some budget data may be updated and saved on this page. - **Push Back –** Send the ePAF back to the originator for an update to the budget codes (Deptid, Account, Fund, or Project). A pop up will appear requiring a reason for the push back. The push back message and the reason submitted will be sent via email to the originator. After updating the necessary budget information, the ePAF can be resubmitted by the originator and it will restart the approval chain
**When to use Push Back vs Cancel:** - **Push Back** is intended for a small change to the budget string when the major contents of the ePAF (dates, amounts, and comment/reason) are still correct. This action will push the ePAF back to the originator to change the field indicated in your comment, and have them make that simple update and resubmit. - **Cancel** the ePAF if the core contents of the ePAF need to be updated (dates, amounts, and comment/reason) or the ePAF payment is being denied altogether. The originator will get a notice and if applicable, can resubmit a new, corrected ePAF.
For Approvers: Managing the Approval Queues & Actions
HR Compensation
3 steps
5 seconds
**Need help understanding the various approval queues assignments and their uses?** See[Appendix C - Definition for Various Approval Statues](https://scribehow.com/page/Appendix_C__Various_Status_Queues__8fffWPluQcidLi4fB-BInQ) **Need help adding delegates to your "Department Approval Queue" and managing user access?** See[How to Set Up a Delegate and Assign Delegation Levels.](https://scribehow.com/viewer/How_to_Set_Up_a_Delegate_and_Assign_Delegation_Levels__r2cxyE1PQbSIfT_Pblj6_A?referrer=documents)
Navigating to the Correct Approval Queue
1
Approvers are alerted by email at set times during the week if something is in the queue that needs approval.
2
Login to [my.tcu.edu](http://my.tcu.edu) and navigate to the ePAF system. Select the appropriate Approval queue from the left navigation list. Any outstanding PAFs will be listed. Find the PAF row and use the buttons to Approve, Cancel, Push Back, or View the ePAF. *Note:* *some queues will not have the "Cancel" option on this screen, but this action is still accessible within the "View" ePAF screen.*
3
If the message "There are no PAFs that need to be approved" is received, there is nothing that needs to be reviewed in this queue. **If you are seeing this after you received an email that there was something to approve, it is likely due to another delegate within the department approving the ePAF first. You do not need to do anything further.**
Definitions and Tips for Different Actions
- **Approve** – Approve the ePAF, moving it to its next step in the approval process - **Cancel –** Stop/Deny the ePAF. A pop up will appear requiring a reason for the cancellation. The cancellation message and the reason submitted will be sent via email to the originator. - **View –** Open the ePAF to see the information submitted. Depending on approval level you are at, some budget data may be updated and saved on this page. - **Push Back –** Send the ePAF back to the originator for an update to the budget codes (Deptid, Account, Fund, or Project). A pop up will appear requiring a reason for the push back. The push back message and the reason submitted will be sent via email to the originator. After updating the necessary budget information, the ePAF can be resubmitted by the originator and it will restart the approval chain
**When to use Push Back vs Cancel:** - **Push Back** is intended for a small change to the budget string when the major contents of the ePAF (dates, amounts, and comment/reason) are still correct. This action will push the ePAF back to the originator to change the field indicated in your comment, and have them make that simple update and resubmit. - **Cancel** the ePAF if the core contents of the ePAF need to be updated (dates, amounts, and comment/reason) or the ePAF payment is being denied altogether. The originator will get a notice and if applicable, can resubmit a new, corrected ePAF.
