Getting Started In Concur Approval Workflow

Goods & Services Request Employees are not required to submit a Request for Goods & Services Expense Report If any item on an Expense Report is greater that $5,000.00, the Expense Report will first route to the employee’s HR Supervisor for approval, then to the Cost Object Approver for approval. This scenario should only occur rarely, if ever, since all purchases exceeding $5,000.00 are required to be made through Procurement Services. If all items on an Expense Report are less than $5,000.00, the Expense will only route to the Cost Object Approver for approval

Goods & Services Approval Workflow Employee Submits Expense Report Cost Object Approver Approves Expense Report Goods & Services Expense Report

Travel Request All employees planning to travel on UD business must submit a Request in Concur The Request is meant to serve as a notification of intent to travel and an estimate of associated costs. The Request will first route to the employee’s HR Supervisor for approval, then to the Cost Object Approver for approval. The expectation is that the HR Supervisor reviews the Request to verify that the business justification and date range of the proposed travel are appropriate and the Cost Object Approver reviews the Request to verify that the estimated costs are in line with their budget. Expense Report The Expense Report will first route to the employee’s HR Supervisor for approval, then to the Cost Object Approver for approval. The expectation is that the HR Supervisor reviews the Expense Report to verify that the business justification for the completed travel is appropriate and the Cost Object Approver reviews the Expense Report to verify that the related expenses are in line with their budget.

Travel Approval Workflow Employee Submits Request HR Supervisor Approves Request Cost Object Approver Approves Request Travel Request Travel Expense Report Employee Submits Expense Report HR Supervisor Approves Expense Report Cost Object Approver Approves Expense Report

Credit Card Services Request All employees seeking to request, replenish, close, or modify a UD Credit Card must submit a Request for Credit Card Services in Concur. The Request will route to the employee’s HR Supervisor for approval. The expectation is that the HR Supervisor reviews the Request to verify that the business justification for the UD Credit Card or card maintenance is appropriate. Expense Report There is no Expense Report associated with a Credit Card Services Request

Credit Card Services Approval Workflow Employee Submits Request HR Supervisor Approves Request Credit Card Services Request

Questions? AskConcur@udel.edu udel.edu/procurement Procurement Services 302-831-2161