Set Up a Concur Approver Delegate

Overview

If you are assigned as an Approver (Threat Committee, Fund Coder, Cost Object, or Supervisor) and you need to set up an Approver Delegate in Concur to assist with approvals on your behalf, this guide walks you through how to set up an Approver Delegate.

An Approver Delegate can be set up as a temporary or permanent Approver Delegate.

Please note, Approvers should make every effort to approve items assigned to them, however when a situation necessitates the need for an Approver to set up a Delegate Approver one can be set up with the knowledge that ultimately the assigned Approver is accountable for anything approved on their behalf.

KU employees can access Concur through their KU Single Sign On (SSO) at concur.ku.edu.

Travel Request Policy

  • Out-of-State & International travel must have an approved Travel Request(TR) completed in Concur before making travel arrangements. Employees must complete TRs no later than 14-days before domestic and 30-days before international travel.

  • A TR is not needed when traveling in-state, or when traveling to a border city if there is no overnight stay.

Questions and Assistance

  • For Travel Request questions and assistance, please contact Travel Services at travel@ku.edu or the Financial Services help desk at concurhelpdesk@ku.edu.

Step One:

Go to Profile Settings and select Request Delegates.

Image of navigation to Request Delegates page

Step Two: 

Select Add, enter the employees' name that you want to make your Approver Delegate and select them from the list, then hit Add.

Image of Add a Delegate

Step Three:

At this point you can either set up a temporary or permanent Approver Delegate.

Set up a temporary Approver Delegate when you will be off work and unable to fulfill your Approval duties for a set time period.

Image of setting up a Temporary Approver Delegate

Set up a permanent Approver Delegate when you always need to have an alternate Approver in place.

Image of setting up a Permanent Approver Delegate

 

*NOTE: The Request and Expense Delegate access is joint access.  So, by giving someone Request Approver access it is also giving them Expense Approver access to approve Expense Reports on your behalf if you are a Cost Object Approver.

Step Four:

If you are ready to exit Concur, the Sign Out is found in the upper right-hand corner where Profile Settings is found.