How to Delegate Claim Entry

The purpose of this function is for a claimant to assign a different person(s) who will initially enter Travel, Expense and/or PCard Statement claims on their behalf. When a delegate enters a claim on your behalf, you will still be required to approve the claim before it is routed for other approvals and payment.

1. Sign in to PeopleSoft Financials with your CCID and password
2. Click on Main Menu in the top left navigation area
3. Click on Employee Self-Service > Travel and Expense Center > Profiles and Preferences > Delegate Entry Authority
4. Click on the + icon at the end of the row with your name
5. Enter the CCID of the person who will be assigned to enter claims on your behalf. Or, click on the Look up icon to search by name or CCID.
6. Click Save