SAP Transaction Workflow Matrix

Process SAP Initiator SAP Approver WorkflowE-Forms Research Service Analyst Assistant Manager, Academic

Affairs Manager (for PHA TA’s), Financial Manager, Administrator

E-form is directly workflowed to Managers

ISR’s for Faculty, Researchers, Staff, Postdocs, Non PHA Graduate students, and Undergrads

HR Coordinator Research Service Analyst responsible for employee/student

Initiator must select approver

ISR’s for PHA RA’s HR Coordinator Research Service Analyst Initiator must select approver

ISR’s for PHA TA’s HR Coordinator Academic Affairs Manager Initiator must select approver

Non-Payroll Transfers Budget Analyst Research Service Analyst

Backup: Assistant Manager or Financial Manager

Approvers will approve for designated cost centers they have been assigned to.*

On-line Payments Requests Budget Analyst Research Service Analyst

Backup: Assistant Manager or Financial Manager

Approvers will approve for designated cost centers they have been assigned to.*

Shopping Cart Budget Analyst Research Service Analyst

Backup: Assistant Manager or Financial Manager

Approvers will approve for designated cost centers they have been assigned to.*

Travel/Expense Reimbursement

Budget Analyst Research Service Analyst

Backup: Assistant Manager or Financial Manager

Approvers will approve for designated cost centers they have been assigned to.*

* The Assistant Manager/Financial Manager must set-up as an alternate approver in SAP, by the RSA, in order to approve documents and shopping carts as the backup.