Assigning Roles in Your Department

Each department should have at least one authorized Travel & Expense Administrator.  The T&E Administrator is responsible for setting up the Preparers, Supervisors, Financial Approvers, Delegates and default project IDs for your department.   They can also provide you with guidance and support as you begin to use the new system. 

Please note that it may take up to 2 business days for a Supervisor, Financial Approver or Delegate to be completely set up in the system after the T&E Administrator has entered information in PeopleSoft.   If you submit a TA or Expense Report before the new role is completely set up, the Supervisor/Delegate or Financial Approver may not be able to access the information.   Please check with your T&E Administrator if you have any questions.  Click here to look up your T&E Administrator(s). 

Travel and Expense System Powered by Elctronic Workflow

The Travel & Expense System provides electronic workflow which automatically routes requests for review and approval via system generated email notifications.  If changes or corrections are needed, the request is sent back to the Employee.  This is the same approval process for Travel Authorizations and Expense Reports.
 
- Employee or Preparer create and submit the original Request.
- Supervisor approval is optional; this decision is made at the department level.

• System supports only one supervisor for an employee
• Off-line approvals required if additional supervisor approval desired

- Multiple financial approvers can review request.

• Only one financial approver needs to take action in the system
• Email notifications sent to all financial approvers
• Request appears on each financial approver’s worklist

- Preparers can be authorized to create travel and expense documents on behalf of other employees.
- Delegates can be assigned to act on behalf of supervisors.

• Multiple delegates are allowed
• Delegation can be temporary or permanent
• Email filters should be set up if supervisor does not wish to receive email notifications