Request a Card for a New Employee

Unit Director sends an email to the Finance Office, and copies the employee’s supervisor, and includes the following infomation:

  • Employee’s name
  • Employee’s email address
  • Employee ID
  • Default project
  • If the card will require any “add-ons” such as Travel and/or Meals

Standard limits are $2,500 per transaction/$5,000 per day/$25,000 monthly.

Once request is reviewed and additional information or clarification is obtained (if necessary), someone from the Finance Office will contact the employee to set up a time to meet and complete the purchase card request, which includes setting up a date to attend a training session.

After the Finance Office works with the employee to request the card the supervisor will receive a notification for them to approve the request. The request will not be submitted until this approval is processed.

Employee will receive their card at the training session.