blog posts

• Chrome River Tips and Reminders: Approval Delegates

  Apr 1, 2024 9:00 amFY 24Accounting and BudgetingEquipment ManagementPaying PeoplePayments to the UniversityTravel

  Vacation is the best word you hear all year. Chrome River helps keep the work moving even when you are on vacation with the “Approval Delegate” function.

  You may be thinking, ‘I have a delegate, so why do I need an approval delegate?’ There are two delegate designations in Chrome River. 

  1. A Creator Delegate can enter your report on your behalf and is active until you delete them from the role. Assigning a creator delegate does not change your role as a user. All Chrome River users can and should have a creator delegate. 
     
     
  2. An Approval Delegate is for employees in an approver role, such as a Manager Reviewer, Charge Code Reviewer, etc. This delegate is set for a specific period of time and takes over your role as an approver. You will no longer see reports to approve or get notifications to approve reports.

  When should an Approval Delegate be assigned? 
  You may assign an approval delegate for a long vacation, a planned medical leave, maternity leave, or any extended leave of absence from your office. An approval delegate should only be used for six months or less.

  When should an Approval Delegate NOT be used? 
  If you need an approval delegate for more than 6 months out of 12, your office should evaluate the role and decide if the role should be handled by another employee. 

  Who can be an Approval Delegate? 
  You may only assign an approval delegate to an employee who does not have you listed as their manager in Chrome River. For example, if you are the business manager in your unit and have five employees who have listed you as their manager, you may not select one of these employees as your approval delegate.  

  Chrome River also has a “Reassign” feature at the report level. This feature can be used to add an approver into the routing process individually. For example, if your business office manager is the “Manager Approver” for your unit but reports that total more than $2,000 must be reviewed by the dean, the dean can be added into the routing process for only those reports instead of having to be the manager approver for all reports. 

  Contact
  If you have questions, please submit a Service Request Form to University Payables.