traveler delegatetraining
TRANSCRIPT
Travel and Expense Management (TEM)
Traveler & Delegate Training
Please log into your workstation with your universal login and password
Overview• TEM replaces:
TA esign
Mileage/Daytrip Expense Form &
Expense Voucher
• Available to Employees & Student Employees
• Traveler enrollment forms set up:
oTravelers (may include default funding string)
oDelegates
oSupervisory approvers
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Please Keep in Mind
Travelers or their delegates
can do data-entry.
Only travelers can submit
the document for approval.
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Flow of TEM Documents
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Covered in today’s class
Covered in Approver/Proxy training class
Data-entry
• Travelers and/or Delegates
• Using TEM and Nolij
Submittal
• Travelers• Using TEM
Approvals
• Approvers and/or Proxies
• Using Workflow and Nolij
Overview Continued…
• TEM has Three Types of Documents:
oTA = Travel authorization
oTV = Travel advance
oTR = Travel reimbursement (expense report)
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Overview Continued…
• Travelers Can Enter Both:
reimbursable & non-reimbursable
expenses
• Automatic calculation of:
per diem & mileage rates
• Automatic creation of TA encumbrances
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TEM Links on myWestern
Approvers&
Proxies
Travelers&
Delegates
myWestern has links to Workflow, Nolij, and TEM under Employee, Technology Tools. Approvers/Proxies use Workflow and Nolij. Travelers/Delegates use TEM and Nolij.
Overview Continued…
• It’s easy to create a TR from an approved TA
• Electronic pre-defined approvals fromsupervisors and budget authorities
(No more mis-routed forms!)
• Nolij stores receipts & related documents
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ApprovalsApprovals flow automatically from one approver to the next.
TA’s go through three stages of approval:
1) Travel Services: Ensures no violations of travel policy
2) Supervisory: Approves the travel (travel status)
3) Budget authority: Approves estimated expenses
TR’s go through two stages of approval:
1) Travel Services: Ensures no violations of travel policy
2) Budget authority: Approves actual expenses
Approver listings available here: www.wwu.edu/bs/travel/tem/reports.shtml
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Data-entry Tips
• Non-reimbursable expenses are optional, show the total cost of the trip. o May include registration fees or other charges
covered by Western or by the traveler.
o Airfare from a travel agent MUST include funding
• Each TA must have at least one reimbursable expense item, even if it is for $0.
• Don’t enter commas in Advance amounts,
e.g. if requesting $1,000, just enter it as “1000”
• If using an Activity code, don’t use an index in the accounting string: instead enter Fund-Orgn-Prog.
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Website: Travel Services
Helpful Links:
Quick Reference
Links & Tools
Approver & Proxy Reports
Questions? Please contact:
Samantha Zimmerman [email protected]
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TEM Resources