Transcript Employee Self Service for Employees
Integrated Enterprise System
Employee Self Service – Creating a Travel Request Tutorial
09/01/2008 ESS Travel Request ECC 6.0 vers 1.0
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Integrated Enterprise 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
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Integrated Enterprise 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.
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Completing a Travel Request
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Open the navigation menu, select “Travel Management” and then “Travel and Expenses”.
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Integrated Enterprise System
Completing a Travel Request
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Select “Create Travel Request”. This will open a travel request.
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Completing a Travel Request
The 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 Trip End Date and Time using 12 hour clock format along with AM or PM Destination Reason for trip Selecting an activity from the drop down list Comments (required if requesting a cash advance) Estimated costs
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Required fields are marked with a red asterisk
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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”.
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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.
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Completing a Travel Request
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If you are requesting a cash advance, select “Edit Advances”.
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Completing a Travel Request
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Enter the amount of the requested advance in the Amount column, then select “Accept”.
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Completing a Travel Request
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Any account coding changes and advances entered will now be updated in the travel request. Select “Next Step” to continue.
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Completing a Travel Request
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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. Select “Save and Send” to continue
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Completing a Travel Request
Once the request has been saved, a trip number will be assigned.
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To view and print the travel request select “Display Form”.
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Completing a Travel Request
To print, follow the instructions at the top of the form.
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Integrated Enterprise System
Completing a Travel Request
If after reviewing the request, you do NOT have any additional ESS tasks, you can log out of ESS by selecting “Log Off”.
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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”.
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Integrated Enterprise System
Need help?
Additional Resources
Contact the Travel Help Desk: • 1-800-824-0626 outside the Harrisburg area • 717-346-3401 within the Harrisburg area • [email protected]
• http://www.oit.state.pa.us/bcpo/cwp/view.asp?a
=3&q=172966 09/01/2008 ESS Travel Request ECC 6.0 vers 1.0
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