How to Set up Carol as an Alternate in e-Reimbursement System:

Directions to allow Carol Pope (or another person) enter expenses on your behalf so you can be reimbursed for authorized purchases you made with your own money for CFYE programming and training.

  1. Login into your my UW-Madison, scroll to the bottom and click on the Add More to Home tile, with the + icon.

  2. In the search field enter Employee Financial Resources and launch it

  3. Click the Expense Reimbursement Website and Log In bullet

  4. Scroll down the Getting Reimbursed website until you see the radio buttons at the bottom, click on the Access E-Reimbursement button

  5. You will now be on your homepage, click the Expense WorkCenter tile

  6.  Click the Delegate Entry Authority link in the links panel along the left side.

  7.  Click the plus sign to add an additional row

  8. Enter the Alternate’s employee ID number in the Authorized User ID field (00063765 is the User ID for Carol Pope). If you do not know the employee ID, click the magnifying glass next to the blank field, then click on Advanced Lookup.  Enter the Alternate’s last name in the Description field.  Locate the alternate and click on their name.

  9. The Authorization Level should be “Edit”. If an employee chooses “Edit & Submit”, it will revert to “Edit”.

  10. Click Save.

See Also


KeywordsStudent staff, professional staff, Transfer Ambassadors, GUTS director, e-reimbursement   Doc ID26078
OwnerCarol P.GroupCenter for the First-Year Experience
Created2012-08-24 15:46:36Updated2021-10-13 16:00:41
SitesCenter for the First-Year Experience
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