Navigating Between Employee Reimbursements - Travel and E-Forms Approval
A grid is presented below to help you to understand the sequence of steps and the system in which the step is take. The shaded steps are skipped unless the Reimbursement is rejected. The buttons to click are italicized.
If you have questions, call Carole Gill at 294-5181.
Processing Step |
Employee Reimbursements - Travel |
E-Forms Approval |
E-Mail |
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Log in, select Payee Name, click Start/Cont Travel, continue on to Travel Dates/Purpose screen. |
X |
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Expenses are Entered [Enter Expenses, then Allocate Expenses] |
X |
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Traveler is Prompted to Confirm (No E-mail is Sent if the Traveler enters His/Her Own Expenses) |
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X |
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Traveler Confirms [Rmbrs Requests] |
X |
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Verifier is Notified |
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X |
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Verifier Verifies and Routes [Daily Expense Detail, then Route Reimbursement] |
X |
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Approver and Proxies are Prompted to Approve |
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X |
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Approver or Proxy Finds the Reimbursement
[For Approval] |
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X |
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Approver or Proxy Reviews [Additional Info] |
(From E-Forms Approval to Employee Reimbursements-Travel) |
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Approver or Proxy Clicks [Return to E-Forms Approval] |
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(From Employee Reimbursements-Travel to E-Forms Approval) |
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Approver or Proxy Rejects [Add Comment, then Submit, then Return to Form, and then Reject] |
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X |
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Verifier (and Previous Approvers) are Notified |
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X |
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Verifier Un-routes [Rmbrs Requests, then Unroute] |
X |
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Verifier Makes Correction [Daily Expense Detail, then click on date to be changed, enter changes, then Update/Refresh] |
X |
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Verifier Adjusts Accounts to be Charged (if necessary) [Allocate Expenses] |
X |
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Verifier Routes for Approval [Route Reimbursement] |
X |
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Approver and Proxies are Prompted to Approve |
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X |
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Approver or Proxy Finds the Reimbursement
[For Approval] |
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X |
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Approver or Proxy Reviews [Additional Info] |
(From E-Forms Approval to Employee Reimbursements-Travel) |
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Approver or Proxy Clicks [Return to E-Forms Approval] |
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(From Employee Reimbursements-Travel to E-Forms Approval) |
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Approver or Proxy Approves [Approve] |
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X |
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Continue to Foreign Per Diems
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