Integrated Enterprise System 06/15/2009ESS Travel Request ECC 6.03 vers 1.0 1 Employee Self Service...

06/15/2009 ESS Travel Request ECC 6.03 vers 1.0

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IntegratedEnterprise System

Employee Self Service – Creating a Travel Request

Tutorial


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Trigger

Trigger

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


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Tips and Tricks

Tips and Tricks

•Time format is based upon a 24 hour clock(military format).

•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

Open the navigation menu, select “Travel

Management” and then “Travel Planning and

Expenses”.


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Select “Create Travel Request”. This will open

a travel request.


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Required fields are marked with a red

asterisk *

The traveler will complete the request by entering the following information:

1. Trip Start Date and Time using military format

2. Trip End Date and Time using military format

3. Destination


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Required fields are marked with a red

asterisk *

The traveler will complete the request by entering the following information:

1. Activity2. Reason 3. Comments (required

if requesting a cash advance

4. Estimated costs


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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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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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If you are requesting a cash advance, enter

the justification for the advance in the

Comments section and select “Edit Advances”.


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

select “Next Step”.


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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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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 “Next Step” to continue


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

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


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To print, right click on the form and then select print from the menu.


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If after reviewing the request, you do

NOT have any additional ESS tasks,

you can log out of ESS by selecting

“Log Off”.

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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Additional Resources

Need help?

Contact the Travel Expense Help Desk:

• 1-800-824-0626 outside the Harrisburg area• 717-346-3401 within the Harrisburg area

•[email protected]

Integrated Enterprise System 06/15/2009ESS Travel Request ECC 6.03 vers 1.0 1 Employee Self Service...

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