Approving a Supplemental Learning Tuition Reimbursement Request


Concept

In this topic, you will approve a supplemental learning tuition reimbursement request submitted by one of your team members.


Steps:

  1. Click in the User ID field.

    Step 1

  2. a valid value
     e.g.
    Enter
     "julie.linkins"
     into the User ID field.

    Step 2

  3. Click in the Password field.

    Step 3

  4. a valid value
     e.g.
    Enter
     "welcome1"
     into the Password field.

    Step 4

  5. Click the Sign In button.

    Step 5

  6. Click the Main Menu button.

    Step 6

  7. Click the Manager Self Service menu.

    Step 7

  8. Click the Team Learning menu.

    Step 8

  9. Click the Team Members menu.

    Step 9

  10. All pending approvals that require a response are displayed in the first section of the Team Members page.

     

    Notice James Wise has submitted enrollment requests for classes, curricula, and supplemental learning that can be approved or denied. The steps for approving any of these items are exactly the same.

     

    In this example, you will approve the Advanced Excel supplemental learning request.

    Step 10

  11. Click the Details link for the supplemental learning "Advanced Excel".

    Step 11

  12. Review the supplemental learning details.

    Step 12

  13. Click the Vertical scrollbar to navigate down the page.

    Step 13

  14. Notice the approval path. Julie Linkins (the manager logged in for this example) is the first approver.

     

    James C Davis (the OPD Manager) is the second approver.

     

    Once approved by Julie, the request will be routed to James Davis for approval.

    Step 14

  15. Notice the Submit, Approve, and Deny buttons at the bottom of the page.

     

    As the approving manager, you have the option to:

     • Submit this approval to another approver

     • Approve the request

     • Deny the request

     

    For this example, you will approve the enrollment request.

    Step 15

  16. Click the Approve button.

    Step 16

  17. Notice the message indicating the transaction was processed successfully.

    Step 17

  18. Click the Vertical scrollbar to navigate down the page.

    Step 18

  19. Notice the "Approved" status at the bottom of the page.

     

    If you denied the request, the status would display "Denied".

    Step 19

  20. Click the Home link.

    Step 20

  21. Click the Sign out link.

    Step 21

You have completed the topic "Approving a Supplemental Learning Tuition Reimbursement Request".

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