Employee Authorization Setup

Requisitions (RQ) Authorization Permission

If the employee needs RQ authorization permission, the parameters for this permission need to be set up in the legacy RQ Employee Authorization Setup screen accessed via ETMS. 

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  1. Select the employee’s ID in the Authorization ID drop-down in the RQ screen. If the employee is not in the drop-down, then the RQ access checkbox needs to be checked for this employee in the User Settings tab in their Personnel card. New employees must be added by Human Resources.

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  1. Fill in the fields on the Employee Authorization Setup screen
  2. Pin setup is disabled because employees set up their own Pin Number via their profile.
  3. Select the departments this employee will be authorizing for and their limits.
  4. Select the Roles button to choose each department and assign the appropriate role for this employee.
TIP: Authorizers are no longer deleted through the RQ Employee Authorization Setup screen. To remove RQ Authorization permission from an employee uncheck the RQ Access checkbox for this employee in their Personnel card.

Purchase Order (PO) Authorization Permission 

If an employee has PO authorization permission, the parameters for this permission need to be set up in the legacy PO Employee Authorization Setup screen accessed via ETMS. 

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  1. Select the employee’s ID in the Employee Id drop-down in the PO screen. If the employee is not in the drop-down, then the PO Access checkbox needs to be checked for this employee in the User Settings tab in their Personnel card. New employees must be added by Human Resources.

  1. Fill in the fields on the Employee Authorization Setup screen
  2. Pin setup is disabled because employees set up their own Pin Number via their profile.
  3. Select the Departments button to set up the departments for this employee.
TIP: Authorizers are no longer deleted through the RQ Employee Authorization Setup screen. To remove RQ Authorization permission from an employee uncheck the RQ Access checkbox for this employee in their Personnel card.

 

 

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