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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 - With only a few clicks you can initiate Applications to employees, and they will receive the invite to Apply from
American Express.

Collaborative – Unlimited Programme Administrator sharing at the Control Account level. Share Access Keys and see all Applications in progress.

Pre-fill Applications – Programme Administrators can now send a pre-filled Application* form directly to Applicants to complete.

Increase Accuracy And Speed of Cards in Hand– Required fiels on the Application are highlighted and help text offered to reduce errors, meaning less chance of missing or incorrect information.

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

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 or cancel as required

track application

3. Track Applications

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

Initiating a Card Application

Flexible ways to Initiate - Select Quick Send or select the Access Key you wish to initiate the application from

enter employee details
enter employee details

1. Enter Employee Details

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

review and submit

2. Review and Submit

Ensure all fields are complete and click Submit

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3. Review and Confirm

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

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. Programme Administrator Selects Access Key

Select desired Access Key and select Card Applicant Self Initiate Link

URL presents

2. URL Presents for Use

Share the URL that presents and the Access Key Number with applicants

tip

Tip

The URL and Access Key Number can be posted on intranet or located with new hire materials

Managing Card Applications

In the application summary, Programme Administrators can Approve, Decline, or Reroute to Applicant for additional details

review

1. Review

Selecting the Arrow on the right of each application will display summary information. At the top, the number of Applications Ready for Review and Rush Card (urgent) Applications will appear.

choos your action

2. Choose Your Action

Select from one of the actions to the right of the Application summary. Multiple application approvals or cancellations can be initiated by ticking boxes alongside applications in the list and selecting the required button.

choos your action
choos your action

3. Review and Confirm

A pop up will ask you to confirm yourselection. This change to the Application will be reflected in theStatus Tracking screens.

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Track a Card Application

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

view application list

1. View Application List

In Track Applications tab Programme Administrators can view all Applications and their current status at a glance

view status of application

2. View Status of Application

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

Quickly locate applications to confirm status or resend to applicant

Dynamic search and filtering by Application Status, Date Range, and Country enable fast retrieval of employee applications

Robust dynamic search capabilities

robust dynamic

Detailed filtering

robust dynamic

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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Access Key Name

Type a unique Access Key Name to make it easy to locate and initiate.

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Customise Approvals

Select the best approval process for your company. Assigned Approvers can be added within Global Apply for Card, to provide automatic routing.

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Optional Details

These fields are optional and now enable customisation – the field will only appear on application if checked.
Programme Administrators can customise the length of fields to minimise input errors by applicants. If various lengths are valid, leave as “Any”

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Final Approval

Programme Administrators can decide if they would like to review the Application for final approval before submission to American Express.

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. Enrollment is required. To enroll in @ Work please contact your American Express Representative or call 1-888-800-8564.

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