Department Manager 1 Reassignment Required
Attention Department Level 1 Approvers for Travel:
Please be reminded, if your department has a Department Manager Level 1 (DM1) approver and a Department Manager Level 2 (DM 2) approver, the DM Level 1 approver must reassign all travel and expense transactions that are reimbursing the DM Level 2 to the DM Level 2’s supervisor. Consider the following example:
Tricia Durrough is a DM Level 1 and Rick Sears is a DM Level 2 for the Controller’s departmental account. Rick enters an travel and expense transaction for reimbursement. The transaction routes to Tricia (DM 1) for approval. If she approves the transaction, the PeopleSoft system sees that someone other than Rick has approved the transaction and the system will not route it to Rick’s supervisor for approval. In this scenario, the only approver on this report will be Tricia and not Rick’s supervisor, Mr. Sutherland. Remember, all travel and expense transactions for approvers must be approved by their designate/supervisor.
The correct action would be for Tricia, when she receives the expense transaction for approval, to reassign the transaction to Mr. Sutherland. Therefore, Mr. Sutherland will approve the transaction as Rick’s supervisor.
This scenario only applies to departments where there is both a DM Level 1 and DM Level 2 approver and it only applies when the transaction is reimbursing the individual who is the DM Level 2.
If you have any questions on this process, please contact Tricia Durrough at x96392.