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All transactions will require at least one signature approval (manual or electronic) prior to the execution of the transaction by an employee with a title equivalent to Department Head or higher within the department initiating the transaction. Business and Finance will test adherence to this policy on a sample basis.
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When utilizing electronic routing in Banner, all documents will require the originator plus no more than two other levels of approval.
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The originator cannot be the same person as the approver.
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Any member of the University administration at or above the level equivalent to Dean or Director may optionally require more than one signature approval for any type of transaction. Adherence to this policy will be the responsibility of the initiating Department Head.
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Department Heads or other approvers may delegate their signature authority, though not their responsibility, on routine business transactions to permanent or temporary alternates, provided that the delegation is not made to a member of their support staff below the appropriate level of authority within the department. Acceptable alternates include faculty members, professional assistants, professional staff members or supervisory classified employees within the Dean or Director's office. Business and Finance will test adherence to this policy on a sample basis.
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Employees may not approve paymens made to themselves, either
as a reimbursement or through Payroll. All such reimbursements
are to be approved by the employee's upervisor, or the supervisor's
designee. Adherence to this policy will be the responsibility
of the initiating Department Head, and will be tested by Business
and Finance prior to rocessing of each disbursement transaction.
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It is the responsibility of each position equivalent to Dean
or Director to develop signature policies in conjunction with
the above overall policy for the Dean or Director's College
or organizational unit, and to formally communicate those policies
to all organizational unit employees.
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If a department elects to approve transactions outside official University forms (either manual or automated), the department will retain approvals within departmental files, and centrally document delegated proxy approval for official University forms. Transactions that are not directly recorded in the University's official administrative system are excluded from this policy.
