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American Express Global Apply For Card Quick Start Guide

 

Initiate, Approve and Track Card applications in one place with ease

 

The Corporate Card Application process is now faster and more collaborative than ever.

Send Applications with Ease - Initiate applications with only a few clicks and Applicants receive an invitation to apply from American Express

Save Time - Line Manager Pre-Approvers directly action the application in @ Work, even if they do not have an @ Work ID. Applications appear in @ Work when ready for final approval, if needed

Collaborative - Unlimited @ Work User sharing at the Control Account level. Share Access Keys and see all applications in progress

Increase Accuracy And Speed of Card in Hand - Application only displays required fields, highlights errors and offers help text to reduce errors that require rework

Centralised Monitoring - View the status of applications, with the power to resend, cancel or approve as needed at your fingertips

 

Program Administrator User Experience

 

Locating Critical Functions

Quickly navigate to relative tabs to conduct critical tasks with ease.

Apply for card

Click Apply for Card from the American Express @ Work1 home screen.

send application

1. Send Applications

In the Send Applications tab, select the application option* that is best for the applicant.

manage application

2. Manage Applications

The To Do List tab lists all Applications pending action - approve*, reroute and cancel.

track application

3. Track Applications

In Track Applications tab you can view all Card Applications and the current status.

*Only Authorised Signatories can initiate via Quick Send function and Approve Card Applications.

Access Key creation - simply set your options and save

Unlimited Access Key sharing at the Control Account level. Once created, Access Keys do not expire.

access key creation
access key
access key
access key
access key
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Details automatically appear according to the Card Program linked to the Control Account or BCA Number.

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Only T&E Card Types linked to the Control Account will appear for selection.

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Employee ID and Cost Centre are optional. If Yes selected these will be mandatory fields for the Applicant. Fees are incurred for any Rush (Urgent) Card applications.
Optional field length can also be mandated between 1 – 10 characters or left as “Any” if there are varying lengths

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Authorised Signatories can approve before and/or after the Card Applicant has completed their application form. The @ Work User that last edited the Access Key will receive the email notification that the form is ready for approval. If this User is NOT authorised to approve Card Applications, they will need to notify their Authorised Signatory who can access @ Work and action.

Enabling Employees to Initiate a Card Application

Card Applicant 'Self Initiate' Link enables employees to access information to apply on internal materials to initiate their own applications.

program administrator

1. Select an Access Key

Select the Access Key then click the link Copy Link for Card Applicant Self Initiate.

URL presents

2. URL for Self Initiate

Share the URL(s) that presents and the Access Key Number with applicants.

The URL and Access Key Number can now be posted on your Intranet or with New Hire materials.

NOTE:

All Card Applicant self-initiated applications will be routed back to @ Work for final approval.

Managing Card Applications

In the application summary, Program Administrators can edit, route to applicant for additional details or change delivery speed.

review

1. Review

Selecting the Arrow on the left of each application will display summary information. The number of applications Ready for Review and Rush Card (urgent) will appear.

choos your action

2. Choose Your Action

Select from one of the actions to the right of the Application summary. Edit function enables Cost Centre, Employee ID and Billing/Statement Address changes only Upgrading to Rush Card delivery will incur a processing fee..

choos your action
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3. Review and Confirm

A pop up will ask you to confirm your selection. This change to the Application will be reflected in the Status Tracking screens.

Track a Card Application

The list presents all Card Applications to allow Program Administrators to see where the Application is in progress.

Track card

1. View Application List

In the Track Applications tab, @ Work Users can view all Applications and their current status instantly.

view status of application

2. View Current Status

The application status is available for each stage of the journey.

Resend email application invitation to Applicant

Should the Applicant not have received their email they can be triggered again from the Track Applications screen.

Resend email

1. Select the Card Application

Select the application to be resent – only those in Sent to Employee status are applicable.

Resend

2. Resend Email

Edit the Applicant email if necessary, then select confirm.

Quickly locate applications to confirm status or resend to applicant

The list presents all Card Applications to allow Program Administrators to see where the Application is in progress.

Quickly select

1. Dynamic Search Capabilities

Type in Employee Name, Employee ID, Email or Status Tracking Number to search.

Quickly select

2. Filter Selections

Filters include Application Status, Country or customizable Date Range.

 

Authorised Signatory User Experience

 

Initiating a Quick Send - Pre-Approved Card Application

Authorised Signatories* can select “Quick Send” to initiate a pre-approved application form. Applications are considered approved by the Initiator and once the Applicant submits the completed form it will route directly to American Express for processing.

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1. Enter Applicant Details

Select the Control Account number or Access Key and add relevant employee contact details, including email address.

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2. Review and Send

Ensure all fields are complete and click Send.

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3. Confirmation

The system will confirm the Application ID and automatically email an invitation to the Applicant.

*Applications initiated in Quick Send by anyone other than an Authorised Signatory will not be processed by American Express and a new application will need to be issued.

 

Approving or Cancelling Card Applications

In the application summary, Authorised Signatories* can approve or cancel (decline) Card Applications either individually or select multiple applications to action at one time.

Approve or cancel

1. Review

Selecting the Arrow on the left of each application will display summary information. The number of applications Ready for Review and Rush Card (urgent) will appear.

Approve or Cancel

2. Choose Your Action

Select from one of the actions to the right of the Application summary.

Approve or cancel

3. Review and Confirm

A pop up will ask you to confirm your selection. This change to the Application will be reflected in the Status Tracking screens.

*Applications initiated in Quick Send by anyone other than an Authorised Signatory will not be processed by American Express and a new application will need to be issued.

 

Card Applicant Experience

 

The Corporate Card Applicant Journey

Upon receipt of emails from American Express, Applicants simply log in using the link and Application ID provided. Applicants may also use the URL and Access Key posted on Corporate intranets if provided.

CA journey

1. Applicant Emails

Once the application has been initiated, two emails are generated by American Express to the Applicant containing an Application ID and link to URL.

CA journey

2. Log In to Apply

Applicants enter their email and Application ID to access the application.

 

Card Application Critical Steps

Applicant completes all fields and accepts terms and conditions, reviews and confirms information before submitting.

CA critical steps

1. Before You Begin Message

Applicants to carefully review this message to ensure all supporting documentation is correctly supplied before starting the application process.

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2. Complete the Application

Complete the fields required - all are mandatory.

CA critical steps

3. Tracking ID

Retain this unique reference number for your records.

Appendix

Footnote

1Use of American Express @ Work  is restricted to employees, contractors and/or agents that the Company, and its representatives designate for the sole purpose of performing online account queries and maintenance, including accessing and/or creating reports relating to the Company's American Express Corporate Card programs. @ Work is available to all companies with an American Express Corporate Card program. Enrolment is required. To enrol in @ Work please contact your American Express Representative or call 1300-655-300.

Additional Resources