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Request a Card for a New Employee

The unit director completes the DEAN form upon hire or sends an email to the Finance Office, copies the employee’s supervisor, and includes the following information:

  • 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 $5,000 per transaction, $10,000 daily, and $25,000 monthly.

Once the request is reviewed and additional information or clarification is obtained (if necessary), the Finance Office will contact the employee to set up a time to meet and complete the purchase card request.

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. Once completed, the employee will receive an email from the central card office inviting them to complete a cardholder training module.

After the employee completes the online training module the employee will be contacted by the central card office when the card is ready for pickup.