Procurement: How to Approve a Requisition in Workday
This user guide provides step-by-step instructions on how to approve a requisition in Workday. As part of the procurement workflow, requisition approval is a critical step to ensure that purchasing requests are reviewed and authorized according to organizational policies. Whether you're a manager or designated approver, this guide will help you navigate the approval process quickly and efficiently within Workday.
Use this resource to:
- Understand your role in the requisition approval process
- Access and review requisition details
- Approve, send back, or deny a requisition
Following this guide ensures timely processing of requisitions and supports efficient purchasing operations.
How to Approve a Requisition
An approver will receive an approval request in their Workday Actions when a requisition is submitted by a user that falls within their Organization’s Cost Center. The first approver would be the Cost Center Manager.
Please note that once they approve the document, it will route to anyone else in the document's workflow. This may vary by dollar amount.
Step 1: From the Workday home screen, open your Awaiting Your Action section.
Step 2: Select the Requisition from your action that you want to review by clicking on the line-item link. This will open the Requisition details.
Step 3: Review the Requisition details for accuracy e.g., items ordered, quantity, costs, cost center being used.
Step 4: After reviewing the document, if everything is in order, select the Approve button.
If additional information is needed, the document can be sent back by selecting the Send Back button.
If the document is rejected, select the Deny button.
Experiencing an issue or need additional support? Contact our OneIT Team by
If you need assistance with creating a requisition, contact Finance Support at finance-support@stevens.edu.