Certify: Travel Booking OverviewTravel Booking Dashboard • Select the type of booking feature...

Certify: Travel Booking OverviewAccounts PayableFinancial Services

AgendaWhat is Certify?Certify AccountBookingBooking as a CoordinatorHow to BookModifying/Canceling TravelContactResources

A&F, Financial Services, 08/16/2019

What is Certify?• Certify is a cloud-based management solution that makes booking travel and expense reporting

easy.• Employees can:

• Book travel.• Saved and submit electronic receipts.• Complete expense reports.• Receive reimbursements quickly.


Homepage• The Homepage consists of various tools and features available. It is the first thing you will see once you log

in to Certify from your computer.


Travel Booking• To book travel (flights/rail, hotels, cars):• Click on Travel located at the top right of the screen.• Then, click on the Search & Book Travel button.

• A new browser tab will open.


Travel Booking Dashboard• Select the type of booking feature under Get Started…• Please be familiar with the travel policy or other related policies to ensure travel bookings are in compliance.


Travel Booking – My Profile• Select My Profile on the left-hand navigation• If your full legal name is not displayed, you may update your name and click on Save Changes.• You may also enter your air, hotel, and car rental loyalty programs under My Profile.


Flights/Rail• Please fill in your parameters if

booking a Flight or Train.• Click Search.


Flights/Rail Search Results• Select your desired flight(s).


Flights/Rail Selection Review• Review your trip information. • Scroll down to view any alternatives to consider.• Click Continue if certain about flights.

Please be entirely certain that the information regarding your itinerary when booking is correct. By submitting to book with Certify, your booking reservation(s) will be confirmed and made.


Flights/Rail Booking

• Review your trip information. • By default, your form of payment is set to the campus Certify VISA.• Click Purchase at the bottom of the screen.

TRAVEL BOOKING ASSISTANCE (with FEE): The Travel Booking site has a $29 fee if you call for booking assistance regarding your travel itinerary. This includes LiveChat, (866)284-5774 within USA; or (312) 325-9805 outside USA; or text [email protected].


Hotel• Please fill in your

parameters if booking a Hotel.

• Click Search.


Hotel Search Results• Select desired hotel.• Please consider preferred

options with State rate. It may be best value.


Hotel Search Results• Select desired room rate.


Hotel Selection Review• Review your hotel information. • Scroll down to view any

alternatives to consider.


Hotel Selection Review• Please keep in mind that when using the hotel booking feature, it only allows to reserve your hotel

room with the University card. You still need a form of payment such as a personal credit card at check-out) upon arrival and checking into your hotel (or a pre-arranged billing option at check-out).

• Click Continue if certain about hotel.


Hotel Booking

• Review your hotel information. • By default, your form of payment is set to the Certify VISA.

• If you wish to change this preset to link to your personal credit card, refer to the Certify: Extras guide on our travel website for more information.

• Click Book Now at the bottom of the screen.



Car Rental• Two (2) ways to rent a car:

• Certify• Enterprise.com You may continue to book directly through Enterprise by

using our enterprise account information.


Car Rental – Preferred Vendors & Search

• Please fill in your parameters if booking a car.

• Click Search.


Car Rental Search Results

• You can use the section on the right hand side of the screen to find economy or compact cars available.

• You can also filter your results to show only Enterprise/National car rentals on the left hand side of the screen.


How to Book

• A2B Traveler Booking Tutorial


https://vimeo.com/221279860

Modifying/Canceling Travel

• Please be certain of your choices when booking travel. If you must modify/cancel your flight(s), most airlines will allow, but must be done within 24hrs. Refunds depend on airline cancellation policy.


ResourcesHAVE CERTIFY QUESTIONS?

• CALL 888-925-0510, Option 2 (No Charge)• NO CHARGE• Certify Support (24-hour live support Monday – Friday)

• In case a Support Code is needed when contacting Certify Support, please log in to your Certify account and then click on the Support Link in the upper right corner.


Direct deposit is the fastest and most convenient way of getting reimbursed. Please visit the Accounts Payable webpage for the Direct Deposit Form for Employees. Please note that this form is not the same as Payroll’s Direct Deposit form.


mailto:[email protected]

http://www.csueastbay.edu/accounting-fiscal/accounts-payable.html

Resources

OTHER HELPFUL INFO

• Certify Training: Certify Training Camp

• Certify Login: https://travel.csueastbay.edu

• CSUEB Travel: www.csueastbay.edu/travel


https://www.certify.com/SSOZendesk.aspx?rt=TrainingCamp

https://travel.csueastbay.edu/

http://www.csueastbay.edu/travel

Document History

DATE AUTHOR DESCRIPTION

04/05/2019 Riza Casal Document Creation

05/02/2019 Riza Casal Certify Support Code Info.

08/12/2019 Kim Napoli Delete reference to Extras; edit “No Charge)

08/16/2019 Veronica Salvador Added “My Profile” info


Date post:	21-Mar-2020
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