ExpenseLink/Web
Gelco Information Network
MANAGER APPROVAL MODULE
Manager/Employee Assignment Instructions
The purpose of this file is to create a listing of authorized managers to approve expense
reports, along with a list of employees that will be assigned to each manager.
1) Enter all information in CAPITAL LETTERS.
2) Do not use punctuation in the name or address fields.
3) Please leave the file format intact.
4) All managers are required to be set up as authorized representatives.
MANAGER DATA
AUTHORIZED Enter authorized manager names:
MANAGER
NAME FIRST MI LAST
ADDRESS This is the address software and approver letter will be mailed to. Use
LINE 1 & 2 address line 2 when address line 1 is full. Include APT, STE, and
BLDG #'s.
CITY Enter 20 characters maximum.
STATE Enter 2 characters maximum.
ZIP CODE Enter 10 characters maximum. Use a dash with ten digit zip code.
COUNTRY Enter US - United States, or CA - Canada.
MANAGER Manager ID is a required field. Social Security Number or an employee
ID ID is recommended (this number must be a unique number and
9 digits long).
* NOTE * Do not include dashes when entering SSN numbers.
ROUTING Identify which expense reports will be routed to the manager for review.
DEGREE Choose one of the following:
01 All
02 Company Violations Only
04 Resolve at Employee Level
EMPLOYEE ASSIGNMENT
MANAGER Enter the manager's ID (SSN or employee ID) that will approve employee's
ID expense reports.
AUTHORIZED Enter authorized employee to be assigned to the above manager:
EMPLOYEE
NAME FIRST MI LAST
EFFECTIVE Enter date that assignment should be active. Must use current or
ASSIGNMENT future date. If left blank, the date will default to processing date.
DATE
AUTHORIZED Authorized employee number is the way Gelco identifies each
EMPLOYEE participant in the program. This number is typically the SSN and is
NUMBER used when adding the employee to the ExpenseLink program.
Manager
Manager Data
ACCOUNT NAME:
ACCOUNT #:
AUTHORIZED MANAGER NAME MAILING ADDRESS FOR SOFTW
FIRST MI LAST ADDRESS LINE 1
Page 2
Manager
MAILING ADDRESS FOR SOFTWARE AND APPROVER ID
MANAGER
ADDRESS LINE 2 CITY ST ZIP COUNTRY ID
Page 3
Manager
ROUTING
DEGREE
01,02 or 04
Page 4
Employee Assignment
Manager/Employee Assignment
ACCOUNT NAME:
ACCOUNT #:
AUTHORIZED EMPLOYEE NAME EFFECTIVE AUTHORIZED
MANAGER ASSIGNMENT EMPLOYEE
ID FIRST MI LAST DATE NUMBER
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