DEOs, Administrators, Accountants, Research Support Managers, Human Resources Representatives

It is important for workflow paths to be as accurate and up to date as possible in order to ensure that the correct individuals in departments and at the College (Org/Dean) level are reviewing and approving the various finance and HR related forms.  

DEOs are required to review and approve all faculty forms as well as alcohol vouchers. Administrators must review and approve all HR and financial workflow forms. Accountants are required to review and approve all forms that have a financial component (i.e., an MFK tied to them). 

Any forms that include any IT items must go through a CLAS IT approval path (i.e. Vouchers, pCards, Requisitions).

All departments are required to have a separate DEO workflow path established for Vouchers, pCards, TEVs, and Requisitions. Any DEO that has a spouse in the same department should have a conflict of interest delegate established; they are not allowed to approve any forms for their spouse. 

Workflow paths are created for DEOs at the time changes are made in personnel. The Dean’s Office contacts CLAS Finance with the names of all new and/or interim DEOs along with the transition dates. The workflow administrator updates the workflow paths accordingly based upon the transition schedule. 

The workflow administrator receives notification when an Administrator, Accountant, HR Manager, or Grant Support appointment is updated. They will work with HR and/or the affected department to determine the replacement to transition the affected workflow path(s). Workflow paths will be transitioned on the effective date. 

For all other personnel that departments require to have on workflow paths, it is the Administrators responsibility to contact the workflow administrator with the name of the person(s) changing and the name of the replacement