General eForm FAQs
eForms enable electronic approval routing, capture and update data directly in PeopleSoft, and provides audits and reporting capabilities.
Yes, select the “Save” button at the bottom of the form and a Request ID will be generated (some fields may need to be completed before the form saves with a Request ID). To return to the “saved” request, use the “View Existing Requests” link on the eForms section of the PeopleSoft home page, enter the Request ID (or other information for the search criteria) and select the search button. The form will display and modifications can be changed as needed.
Use the “View Existing Requests” link on the eForms section of the PeopleSoft home page, enter the Request ID (or other information for the search criteria) and select the search button. The form will display and modifications can be changed as needed.
For most common transactions, the account owner will approve the form. Depending on the transaction, specific central processing units (EDM, Grants Support Center, Budget Office, etc.) will also be in the approval routing.
Yes; depending on the account the primary and alternate approvers will receive a notification of the document pending approval and either can approve the document.
Approval for eForms is web-based. Approvers can approve anywhere with internet access. If they cannot approve for any reason, contact the Help Desk.
Yes; return functionality is available. For approvers, the document can be returned using the “send back” button and a comment/justification is required. Creators also have the ability to “call back” or recall a document that is pending approval (no comment is needed).
You can only search and/or create eForms based on your departmental access. Contact the Help Desk if you need assistance with viewing form that you do not have access to. Also, as a creator you cannot submit a form for yourself; the system will not allow the transaction.
Position Funding Change eForm FAQs
Yes; however, you should be aware that the total estimated expense for the 2+ years will encumber and sufficient funds must be available. Some entities only provide enough funds on a yearly basis and some appointments are expected to end before the grant expires, the latter two scenarios can also impact the Funding End Date for a grant funded position.
No; any line that already holds an earn code with the respective funding source should not be modified. Making changes can affect the payout of additional pay, supplemental pay, cell phone allowances and etc.
The form will not limit the dates chosen; however, the information will be reviewed by the back office approvers and anything that is past 90 days will require an attached 90- day memo with a justification on why the funding change is happening so late.
I currently show no funds available in the proposed cost center/project I will be using for the Position Funding Change form but I am expecting a budget transfer for my cost center/project, can I still submit the form?
The best practice is to wait for the transfer or funds to become available and then process the form. However, if the change is required immediately please initiate the form, save, and contact the Budget Office for cost center transactions or the Grants Support Center for project transactions- make sure to provide the Request ID.