Date post: | 18-Jan-2016 |
Category: |
Documents |
Upload: | brett-williamson |
View: | 219 times |
Download: | 0 times |
09/01/2008 ESS Travel Request ECC 6.0 vers 1.0 1
IntegratedEnterprise System
Employee Self Service – Creating a
Travel Request Tutorial
09/01/2008 ESS Travel Request ECC 6.0 vers 1.0 2
IntegratedEnterprise System
Trigger
Trigger
The traveler is submitting a request to travel. Depending upon eligibility, the traveler may include a request for a cash advance.
09/01/2008 ESS Travel Request ECC 6.0 vers 1.0 3
IntegratedEnterprise System
Tips and Tricks
Tips and Tricks
•Time formats are entered based upon a 12 hour clock along with AM/PM, ie 3:00 pm.
•Do not use your browser buttons to navigate while in the travel request, use the ESS navigation buttons.
•You may need to use the scroll bars to navigate in order to access all options.
09/01/2008 ESS Travel Request ECC 6.0 vers 1.0 4
IntegratedEnterprise System
Completing a Travel Request
Open the navigation menu, select “Travel
Management” and then “Travel and Expenses”.
09/01/2008 ESS Travel Request ECC 6.0 vers 1.0 5
IntegratedEnterprise System
Completing a Travel Request
Select “Create Travel Request”. This will open
a travel request.
09/01/2008 ESS Travel Request ECC 6.0 vers 1.0 6
IntegratedEnterprise System
Completing a Travel RequestThe traveler will complete the request by entering the
following information:
1. Trip Start Date and Time using 12 hour clock format along with AM or PM
2. Trip End Date and Time using 12 hour clock format along with AM or PM
3. Destination4. Reason for trip5. Selecting an activity from the drop down list6. Comments (required if requesting a cash advance)7. Estimated costs
Required fields are marked with a red
asterisk *
09/01/2008 ESS Travel Request ECC 6.0 vers 1.0 7
IntegratedEnterprise System
Completing a Travel Request
If you are requesting a cash advance, the advance will automatically post to your default
payroll coding, however, you can select an alternative cost assignment. To do this select
“Change Cost Assignment”.
09/01/2008 ESS Travel Request ECC 6.0 vers 1.0 8
IntegratedEnterprise System
Completing a Travel Request
Enter in the new account coding making sure you enter the
percentage to be distributed to the code. If you have any questions on the correct account coding to use, contact your supervisor or fiscal office for assistance. Once you have entered the new coding, select “Accept” to continue.
09/01/2008 ESS Travel Request ECC 6.0 vers 1.0 9
IntegratedEnterprise System
Completing a Travel Request
If you are requesting a cash advance, select “Edit Advances”.
09/01/2008 ESS Travel Request ECC 6.0 vers 1.0 10
IntegratedEnterprise System
Completing a Travel Request
Enter the amount of the requested advance in the Amount column, then
select “Accept”.
09/01/2008 ESS Travel Request ECC 6.0 vers 1.0 11
IntegratedEnterprise System
Completing a Travel Request
Any account coding changes and advances entered will now be
updated in the travel request. Select “Next Step” to continue.
09/01/2008 ESS Travel Request ECC 6.0 vers 1.0 12
IntegratedEnterprise System
Completing a Travel Request
Select “Save and Send” to
continue
If everything is correct, you are now ready to save the request.
Select “Save” to save the request but NOT to submit for supervisor approval.
Select “Save and Send” to save and submit the request for supervisor approval.
09/01/2008 ESS Travel Request ECC 6.0 vers 1.0 13
IntegratedEnterprise System
Completing a Travel Request
Once the request has been saved, a trip number will be assigned.
To view and print the travel request select “Display Form”.
09/01/2008 ESS Travel Request ECC 6.0 vers 1.0 14
IntegratedEnterprise System
Completing a Travel Request
To print, follow the instructions at the top of the form.
09/01/2008 ESS Travel Request ECC 6.0 vers 1.0 15
IntegratedEnterprise System
Completing a Travel Request
If after reviewing the request, you do have additional ESS tasks, use the
History option. If you have additional Travel tasks, select “Travel and
Expenses”, if other ESS tasks, such as leave request, select “ESS Home”.
If after reviewing the request, you do NOT have any additional ESS tasks, you can log out of ESS by
selecting “Log Off”.
09/01/2008 ESS Travel Request ECC 6.0 vers 1.0 16
IntegratedEnterprise System
Additional Resources
Need help?
Contact the Travel Help Desk:
• 1-800-824-0626 outside the Harrisburg area• 717-346-3401 within the Harrisburg area
•http://www.oit.state.pa.us/bcpo/cwp/view.asp?a=3&q=172966