Integrated Enterprise System 09/01/2008ESS Overview of Travel and Expense Homepage ECC 6.0 vers 1.0 1 Employee Self Service – An Overview of the Travel

09/01/2008 ESS Overview of Travel and Expense Homepage ECC 6.0 vers 1.0

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IntegratedEnterprise System

Employee Self Service – An

Overview of the Travel and Expense

Homepage


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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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Overview of Travel and Expense Homepage

Open the navigation menu, select “Travel

Management” and then “Travel and Expenses”.


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Use the “Log off” link to exist ESS.


Use the “History” or “Back” options to navigate within ESS.

The History option will list the tasks that you have previously used during this ESS session. From the drop down list, select the

desired area of ESS you would like to return to.

The Back option will take you back to the previous screen. A word of caution, if the travel screen has a “previous step” button use

that to navigate. The Back option should only be used if the travel screen does not have a “previous step” button.


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The Additional Information section will contain alerts or general

travel information.


“Create Travel Request” use this

link to create a new travel request/cash advance request.


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“My Trips and Expenses” this link will be used for the following:

•Create expense report from a travel request/travel plan•Edit an existing travel request/travel expense report•View payment information on paid TEVs.


“Create Expense Report” use this link to create a new travel expense report.

If the trip has a travel request or a travel plan do not use this link. You

must access the existing trip using the “My Trips and Expense” link.


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Select the “My Trips and Expenses” link.



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The My Trips and Expenses page contains three tabs:

1. All My Trips – this tab list all trips 2. My Travel Requests – this tab lists all

of your travel requests3. My Expense Reports – this tab lists

all of your travel expense reports.


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Select the trip by selecting the radial button beside the trip number. This will open up the

available options.

For a Travel Request, you will have the option of displaying/printing the request statement, changing or

deleting the request.


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This is an example of a travel request statement. To print, follow the

instructions at the top of the form.



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For a Travel Expense, you will have the option, depending upon the status of the expense report of displaying/printing the expense statement,

changing, copying or deleting the expense report.

To view payment information for an expense report, select Display/Print. This will open the expense statement where payment information, if

available, will be displayed.


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This is an example of a travel expense statement. To print, follow the

instructions at the top of the form.

Scroll bars will be available to scroll

through the statement.


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Select the “My Travel Requests” tab


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This will be where all of your travel request and travel plans will appear.

From here you will have a link to the expense report for the trip.

Select “Create expense report” or “change expense report” to access

the expense report.


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This tab will show all of your expense reports and the current status.

To view the expense report you will need to access the expense report from the “All

My Trips” tab.


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If 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 you do NOT have any additional ESS tasks, you can log

out of ESS by selecting “Log Off”.



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Additional Resources

Need help?

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

Documents

Integrated Enterprise System 09/01/2008ESS Overview of Travel and Expense Homepage ECC 6.0 vers 1.0 1 Employee Self Service – An Overview of the Travel