SOP — Submit Expense Report in Workday

Submit Expense Report in Workday

~3m 45s

What This Does

Submit and route an expense report through Workday for manager approval.

When To Use

Use when you need to submit a new expense report and route it for approval.

Before You Begin

Access to Workday Expenses module
Valid expense receipts or documentation
Knowledge of GL account codes

Systems Needed

Workday

Expense report submitted and routed for manager approval.

PROCEDURE 4

Navigate to New Expense Report

Workday 1.2s

1. Click "Create Expense Report" on the Expenses dashboard

→ Page navigates to the new expense report form

New expense report form is displayed

This navigation step could be automated with a direct URL bookmark or macro.

Complete Expense Form

Data Entry

Workday 25.0s

1. Enter report title in the "Report Title" field

2. Enter expense amount in the "Amount" field

3. Select expense category from the "Category" dropdown

✓ Verify all required fields are populated before submitting

Expense form is complete with title, amount, and category

This step handles sensitive financial data — verify amounts before submission.

Submit Expense Report

Form Submit

Workday 2.0s

1. Click "Submit" to submit the expense form

✓ Verify confirmation toast message appears

→ System returns to the Expenses list

Expense report is submitted and confirmation is received

Send for Approval

Submit/Send

Workday 10.0s

1. Click on the submitted expense report in the list

→ Page navigates to expense detail view

2. Click "Send for Approval" to route for manager review

✓ Verify approval routing confirmation

Expense report is routed to manager for approval

COMPLETION CHECKLIST

All criteria met

Expense report has been submitted with correct title and amount Confirmation toast appeared after form submission Report has been sent for manager approval Approval routing confirmation received

PROCESS OVERVIEW

in this procedure

Workday

88%

High

None detected

INTELLIGENCE

Automate Navigation Step medium impact

Step 1 navigates to a fixed URL pattern. This can be replaced with a direct link or browser automation, saving ~1.2s per execution.

All steps have high confidence (≥85%), indicating a stable, well-defined process suitable for documentation and training.

Generated deterministically by Ledgerium Process Engine v1.0.0. All steps trace to observed browser events. Schema v1.0.0.