You have the option to set another employee as a delegate. A delegate is someone you authorize to create documents on your behalf. You can have as many delegates as you prefer. Delegates have the ability to create, edit, and submit Travel Authorizations and the ability to create and edit Expense Reports.
Note: Delegates will not be able to submit Expense Reports on your behalf. Expense Reports must be submitted by the person that incurred the expenses to certify that they are correct.
First log onto https://financials.onesource.uga.edu/
From the Employee Self Service homepage in the UGA Financial system, click the TE Profile & Delegation tile.
The Authorize Users page is displayed. You are set up as the first two lines, indicating you have the ability to Edit & Submit both Expense Reports and Travel Authorizations.
To authorize additional users you will need to add new rows to the Authorize Users table.
Note: Do not replace your information in the table with your delegate's information. This will remove your ability to Edit & Submit your own TAs and/or Expense Reports.
To add a delegate, click the [+] button at the end of the last row.
A new line is displayed. To search for a user to whom you assign the authority, enter the delegate's MyID into the Authorized User ID field.
Example shown here: enter "ONEUSGCONNECT".
A name list will appear at which time you can click on the appropriate name.
Example shown here: click ONEUSGCONNECT.
Click the Expenses Document Type dropdown list.
Click the appropriate Document Type for which you want to delegate authority to the user.
Example shown here: click Expense Report to give the user the ability to access your Expense Reports.
Click the Authorization Level dropdown list.
Click the appropriate Authorization Level. For Expense Reports, this is the ability to either Edit or just View your Expense Reports on your behalf.
Note: Delegates will not be able to submit Expense Reports on your behalf. Expense Reports must be submitted by the person that incurred the expenses to certify they are correct.
In the Authorization Level field, click Edit.
To insert a new row, click the [+] button.
To add a delegate to another Expenses Document Type, enter the delegate's MyID into the Authorized User ID field again.
Click the appropriate Document Type.
Click the Travel Authorization option.
Click the appropriate Authorization Level. For Travel Authorizations, you have to option to Edit, View, or Edit & Submit.
To allow the delegate full Travel Authorization rights, select Edit & Submit .
When you are done, click the Save button.
A save confirmation page is displayed.