Purpose of this Article: This document explains the procedure for reassigning approval of expense report receipts/accounting lines.

Audience: City & County of San Francisco Employees

Author: Alexis Cruz Eusebio

Version: 1.0

Last Update: Ricardo Toyloy 4/21/2025

 

Description

Workflow and approvals in PeopleSoft Expenses allow expense transactions to move efficiently through the system. The approval process integrates with PeopleTools to provide worklist and email notification capabilities. Depending on your PeopleSoft security settings, you may receive worklist entries and email alerts from the system.


While standard workflow functionality supports delegated approvals for managers, PeopleSoft Expenses also supports delegation when routing transactions to the next approver. In some cases, transactions in an approver’s queue may need to be reassigned to a different approver.


For step-by-step instructions on how to reassign approvals and view reassignment approvers by department, download the following attachments at the bottom of this article:

  • How to Reassign Approval Workflow (Job Aid)

  • Expense Report Approval Reassignment List