Interim Approval Process (IAP) - FAQ
Interim Approval Process
We use interim approval processes (IAP) outside of the PeopleSoft system in order to collect approvals for common HR and Finance transactions. Once approvals are collected, the transaction will be processed directly in PeopleSoft.
In most cases, departments will collect approvals by paper or through an electronic interim IAP form outside of the PeopleSoft system.
In most cases, the central processing units will process transactions directly in PeopleSoft, though there are some instances where the department will be responsible for entering the transaction in PeopleSoft. To see a list of transactions with information on processing steps, click here.
No; some HR and Finance transactions will require a paper process. To see a list of transactions with information on processing steps, click here.
Departments will submit an electronic IAP form for the transaction that they wish to complete. The form will route electronically for approvals. Once all approvals have been acquired, the party responsible for entering the transaction in PeopleSoft will receive an email notification that they can proceed to process in PeopleSoft.
It comes from the individual who initiated the IAP form.
Budget transfer requests, new hire/rehires, position funding changes, position requests & modifications, and recruitment requests.
They will receive an email notification to process the transaction in PeopleSoft.
For most common transactions, the account owner will approve the electronic IAP form. Depending on the transaction, specific central processing units (HR, Budget, Payroll, etc.) may also be in the approval routing. To see a list of transactions with information on processing steps, .
Transactions can be entered into PeopleSoft once all approvals have been collected. If your transaction required an electronic IAP form, you will receive a notification to enter your transaction into PeopleSoft. Your transaction will not be fully processed in PeopleSoft until all approvals have been collected outside of the system.
No; there can only be one approver per account authority.
Approval for electronic forms are web-based. Approvers can approve anywhere with internet access. If they cannot approve for any reason, contact the Help Desk to reroute the IAP form.
Yes; return functionality is enabled. The system will prompt you to provide a justification.
Yes; please contact the Help Desk to have another employee approve electronic IAP forms on your behalf.
No; the original approver will lose the option to view and approve documents.
It is returned to the department initiator.