How to Request a Card
The Department Head identifies employees who will be issued a PCard or TCard. In order for UPAY Card Services to efficiently provide quick turn-around in the card issuance process, the following tasks must be completed by the unit.
1. Complete Required Training
Policy requires all employees requesting a PCard or TCard to complete training prior to the card being issued. The applicant must complete the course that aligns with the card they are requesting:
2. Employee has an active Emburse Enterprise profile
The department’s Unit Security Contact must activate the employee’s Emburse Enterprise profile.
3. Complete Electronic Card Application
The DCM or authorized Delegate must generate an electronic application in the Card Management Platform. If steps #1 and #2 are not completed the application cannot be processed.
Please see the UPAY - DCM: Request a New Card in CMP job aid for further instructions.
4. Employee reviews Authorization Agreement & Application Form
The employee will receive an email notifying them that they need to review and sign the application. A link to the application is provided in the email.
5. Department Head reviews and approves
The employee will receive an email notifying them that they need to review and sign the application. A link to the application is provided in the email.
6. UPAY Card Services Process
The application is sent to UPAY Card Services for review and is submitted to the Bank and the card is mailed directly to the applicant at the address provided on the Application.