What Can Delegates Do?

An officer can assign some aspects of the Fiscal Certification process to one or more delegates. A delegate can review direct and indirect rollups in the officer’s population; set due dates for direct rollups in the officer’s population; and, monitor Fiscal Certification and Fiscal Assessment completions for direct and indirect rollups in the officer’s population.

Delegates cannot add or delete other delegates. Delegates – with the exception of Controller delegates – cannot view Exceptions (comments made by the officer’s direct rollups). Delegates cannot complete the Fiscal Certification statement for the officer.

How to Access the Fiscal Certification Page

Log in to your campus portal. Click on the CU Resources Home drop-down menu and select Business Tools, then click on the Fiscal Cert & Assessment tile.

How to Assign Delegates

To add new delegates, go to the Delegates for this Employee section of the Fiscal Certification home page:

  1. Click the + sign located to the right of any existing delegate’s name.
    If there are no existing delegates, click the + sign to the right of the blank delegate name field.
  2. Type the Employee ID # of the new delegate and hit Enter.
  3. Verify that the name displayed is correct.
  4. Save your entry by clicking the Save button at the bottom left of the Fiscal Certification page (button not shown in image above).

To delete existing delegates:

  1. Click the – sign to the right of the delegate’s name. The delegate’s name and Employee ID will disappear from the field.
  2. Save your entry by clicking the Save button at the bottom left of the Fiscal Certification page (button not shown in image above).