Employee Self Service – Creating a Travel Request Tutorial

09/01/2008 ESS Travel Request ECC 6.0 vers 1.0 1

IntegratedEnterprise System

Employee Self Service – Creating a

Travel Request Tutorial



Trigger

Trigger

The traveler is submitting a request to travel. Depending upon eligibility, the traveler may include a request for a cash advance.



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.



Completing a Travel Request

Open the navigation menu, select “Travel

Management” and then “Travel and Expenses”.




Select “Create Travel Request”. This will open

a travel request.



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 *




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”.




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.




If you are requesting a cash advance, select “Edit Advances”.




Enter the amount of the requested advance in the Amount column, then

select “Accept”.




Any account coding changes and advances entered will now be

updated in the travel request. Select “Next Step” to continue.




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.




Once the request has been saved, a trip number will be assigned.

To view and print the travel request select “Display Form”.




To print, follow the instructions at the top of the form.




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”.



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

Employee Self Service – Creating a Travel Request Tutorial