Maintain Approver Assignments

Purpose:  Update approver assignments in ctcLink.

Audience:  Expense Managers.

You must have at least one of these local college managed security roles:

  • ZD Expenses Local Config Inq
  • ZZ Expenses Local Config

If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.

Note:  HR Supervisor and Grant/Project-related approval steps (if used by your BU) pull the assigned Approver from the Employee’s EX profile and Project Costing Project Manager respectively. For more information, please see the QRGs:

Maintain Approver Assignments

Navigation: Set Up Financials/Supply Chain > Product Related > Expenses > Management > Approval Setup > Assign Approvers to Profiles

  1. The Approver Assignment page displays.
  2. Enter the GL Business Unit.
  3. Select the Search button.
  4. The List of Approver Profiles display in the Search Results.
  5. Select the Approver Profile for maintenance.
Approver Assignment page
  1. The Approver Assignment page displays.
  2. Sort by selecting one of the following column headers to re-sort the list for easy maintenance:
    1. User ID
    2. Empl ID
    3. Name
  3. The sorted list displays.
  4. To remove an Approver, select the minus sign.
Sort by Name column
  1. The sorted list displays.
  2. To Remove an Approver, follow these steps;
    1. Select the minus sign (-) icon.
    2. A confirmation message displays to confirm you want to remove the row.
    3. Select the OK button.
    4. The Approver is removed.
  3. To Add an Approver, follow these steps;
    1. Select the plus sign (+) icon.
    2. A new row is added.
    3. Add the Empl ID in the User ID column.  The Employee ID and Name fields will auto-populate.
    4. Add Dept or Operational Unit in the Department From and Department To columns.
    5. Select the Save button.

Select the View All link to view all assignments. Optional to select the Grid Action Menu icon (spreadsheet icon) to download list to excel spreadsheet for analysis.

  1. The process to maintain approver assignments is now complete.
  2. End of procedure.

Video Tutorial

The video below demonstrates the process actions described in the steps listed above. There is no audio included with this video. Select the play button to start the video.

Video Tutorial Via Panopto

View the external link to Maintain Approver Assignments. This link will open in a new tab/window.


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