The University of Hong Kong (HKU) has implemented a customized Financial Clearance workflow process in the PeopleSoft HCMS, with integration to the Financials System (Oracle EBS) for real-time fund checking and reservation. By means of a Financial Clearance Form, departmental administrators can reserve funding for new appointments, promotions, contract renewals and re-appointments, etc. The workflow process is also integrated with the Recruitment and WA modules to streamline the staff appointment process, alleviating the workload from Human Resources and Finance Office; and enhancing efficiency. The design of the workflow and the fund checking mechanism will be introduced in this session.
The Higher Education User Group (HEUG) is a 501(c)(3) nonprofit dedicated to helping member institutions effectively manage administrative technologies to improve the student and user experience. We support executives, managers, and staff who select, deploy, integrate, and manage multiple systems by providing education, professional resources, and opportunities to connect with peers. As the digital landscape continues to evolve, HEUG adapts to meet the changing needs of its members while remaining committed to its core mission of connection, education, and advocacy.
Higher Education User GroupMesa, AZ 85212 United States
support@heug.org
M-F 8 AM to 5 PM MST
Join HEUG
Community Council
Interest Areas
Resources
Alliance Conference
Global Meetings
Online Webinars
Code of Conduct
Privacy Policy
Terms of Service
Copyright 2026 Higher Education User Group, Inc.
Copyright © 2026 Higher Education User Group, Inc.