Business and Finance Main Menu
I want my administrative assistant to complete travel expense paperwork on my behalf. How do I set this up through PeopleSoft? Will the assistant need access to view my personal information or my email to do this?Employees can authorize other users to view/update/create expense transactions on their behalf. To delegate this task to another user, you would go into your account on the system and set up that person as an authorized user on the account. When you have an expense transaction to be processed, your assistant will log into his/her own ESS account to enter the transaction for you. The assistant will not be able to see any information from your account other than expense transactions. This authorization does not give the assistant access to your email account.
Detailed instructions for this procedure are given in the "EX.010.021 - Authorize Expenses Users /Delegate Entry Authority" topic under Travel & Expenses=>Employee Setup and Maintenance on the Self Service Training Page (UPK).