| VOLUME: IV |
POLICIES RELATED TO PAYROLL ADMINISTRATION |
| SUBJECT: |
Delegation of Approval Authority for HRMS Fiscal Transactions |
| SOURCE: |
Financial Management Services |
| DATE ISSUED: |
March 14, 2003; Revised July 2007 |
| POLICY NO.: |
IV - 260 |
| RATIONALE: |
To establish who has the authority to delegate signature authority on HRMS fiscal transactions and to define the name of the person and his/her role. |
| POLICY: |
The fiscal officer is the only person with the authority to delegate approval authority for HRMS fiscal transactions.
|
| PROCEDURES: |
The approval role is formally called the fiscal approver in the HRMS system. The same individual cannot be both the fiscal approver and the payroll processor, who enters and submits the payroll data on the payroll voucher.
Delegation authority for the fiscal approver role resides with the fiscal officer. Current e-doc functionality does not include a routable document to delegate authority on financial e-docs related to human resources and payroll. Therefore, when changes to the fiscal approveroccur for HRMS, one of two available options is required:
- The fiscal officer of the accounts involved in the HRMS organization must be included in the approval process via ad hoc routing on the organization document in the FIS that is making the fiscal approver change.
- An email from the fiscal officer of the accounts involved in the HRMS organization to the person initiating the organization document must be sent providing for the permission on the fiscal approver change.
|
| DEFINITIONS: |
Fiscal approver is authorized to approve all HRMS financial transactions.
HRMS Fiscal Transactions: HRMS E-Doc that references any financial account number. (i.e. Maintain Funding E-Doc, etc.)
|
| CROSS-REFERENCES: |
Accounting Policy I-1, I-1, Role of Fiscal Officer, Account Manager and Account Supervisor
Accounting Administration Policy I-10, I-10, Ranking of Fiscal Officer, Account Supervisor, Account Manager, and Delegation of Signature Authority
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| RESPONSIBLE ORGANIZATION: |
Financial Management Services |
