Expense reporting and submission can be delegated to anyone with access to UWinsite Finance. The delegation must be set up by the original submitter.
Please note that travel advances cannot be delegated to another user for creation. The original user must create their own travel advance.
Steps on how to set up delegation:
DELEGATING AUTHORITY TO COMPLETE EXPENSE REPORTS ON YOUR BEHALF:
1. From the Home Screen, click Expenses
2. The Travel and Expenses page is displayed
3. Click on the Task Menu Icon on the right side and select Manage Delegates.
4. The Delegates and Permissions page opens
5. To add a delegate, select the plus symbol (+)
6. In the Person field, type in the delegate’s first and last names in CAPITAL LETTERS. A list will appear and the appropriate individual can be selected.
ALTERNATIVELY, DO A SEARCH:
7. Click the Search icon in the Person field.
8. In the Search box that opens, type in the delegate’s first name in CAPITAL LETTERS and click Search.
9. From the search list, select the individual and then click OK.
10. Click Save and Close.
DELEGATING YOUR EXPENSE APPROVAL AUTHORITY (VACATION RULE):
This option allows you to delegate your authority for approval temporarily. For example: when you are on vacation.
1. From the Home Screen, click the Notification Bell icon in the top menu bar.
2. Select More Details
3. The BPM Worklist window is displayed
4. Click on the Arrow in the top right hand corner and select Preferences.
5. A new window will open. Select My Rules in the left hand menu bar or from the top right.
6. Select the check box next to Enable Vacation Period
7. Choose the Start Date and End Date
8. Select the Delegation button*
9. Select the Search icon to look up the person you would like to delegate your approval authority. Fill in information in the search criteria and click Search.
10. Select the radio button of the individual to have delegated authority. Click OK.
11. Click Save to apply the new rule.
12. Click on your name and select Logout.