My worklist

Important

You must set up a substitute so that items can continue to be approved if you are absent from the office. See the Substitutes guidance for information on how to set up your substitutes or take on a substitution.

My Worklist for managers

As a manager, your worklist is used to:

  • approve or reject:
    - leave requests
    - payment claims
    - absence notifications
    - shopping carts
    - petty cash claims
  • review HR tasks for your team (ie end of fixed term contract)
  • set up a substitute so that items can continue to be processed in your absence
My Worklist for all staff

For all staff, it is used to:

  • process a blocked invoice
  • process a shopping cart that has been rejected by an approver
  • see when a new supplier request has been processed
  • print invoices (this applies to school staff only)
  • set up a substitute so that items can continue to be processed in your absence
  • review an invoice that the IBC has been unable to match with the purchase order
Navigate

On your Portal home page you will see how many worklist tasks are awaiting your approval, where you are either the approving managing or you are an active substitute.

worklist tasks

The number of worklist tasks shown, does not necessarily equate to the number of items that you have to review. The number shown indicates the number of different types of requests you have. For example. 2 worklist tasks, means that you have two different type of requests (ie leave requests and shopping carts), but there may be several items to review against each type.

Click the Worklist tile.

Worklist

You may see the following  panel. If you do, it means you have been set up as an active substitute and you can select the worklist items you wish to work on using the relevant radio buttons.

Substitute options

Worklist items

You will see the title of the worklist item shown in the Subject column. Click one of the links below to see how to process these: