Travel and Expense Management System (TEMS)

Post on 22-Feb-2016

48 views 0 download

description

Travel and Expense Management System (TEMS). Introductions. Please share the following: Your Name Your Agency Your Role in the System. Course Objectives. Create a trip request Create a reimbursement request Send a reimbursement request for approval & payment - PowerPoint PPT Presentation

Transcript of Travel and Expense Management System (TEMS)

1

Travel and Expense Management System (TEMS)

2

• Please share the following:

Your NameYour AgencyYour Role in the System

Introductions

3

• Create a trip request

• Create a reimbursement request

• Send a reimbursement request for approval & payment

• Be able to look up regulations & policies within TEMS

Course Objectives

4

• Web based system• “Trip Concept”• “Thin Client” deployment• Log-in serves as signature• Accessibility• Date driven reimbursement rates

System Features

5

• Maintains history of transactions• Email notifications• Built-in business rules• Configurable by agency• Bottom line

Faster reimbursementLess errors

System Features (Continued)

6

• Requestor

• Preparer

• Approver

• Fiscal

• Agency Administrator

TEMS Roles

7

Reimbursement Process

8

Reimbursement Process

Create Trips Attach to a Reimbursement Request & Submit

9

Where do I log into TEMS?

10

Where do I log into TEMS?

11

Select Travel and Expense Management System

12

Select Options Within TEMS

13

How do I log onto TEMS?

14

1. Approval Process Performance Report 2. Destination Report 3. Meal Report for Non-Overnight Trips4. Out of State Travel 5. Out of Country Travel6. Returned Reimbursement Request7. Privately Owned Vehicle Mileage8. Travel Advance Report

TEMS Reports Available in Enterprise Reporting( ER)

15

TEMS: • https://tems.ofm.wa.gov (Intranet)

•https://fortress.wa.gov/ofm/tems (Internet)

ER: • http://reporting.ofm.wa.gov (Intranet)

•https://secureaccess.wa.gov (Internet)

System Access

16

TEMS System Assistance:Solutions Center Helpdesk: (360) 407-9100solutionscenter@des.wa.gov

Agency Specific Questions:Your agency travel helpdesk or agency administrator(s) (refer to TEMS Help menu)

State Travel Regulations: Bret Brodersen (360) 725-0229 bret.brodersen@ofm.wa.gov

For More Information

17

How can you get a logon ID for TEMS?Your agency administrator will need to set up your

TEMS logon ID Where can you find the link to log into TEMS?

http://des.wa.gov/services/IT/SystemSupport/OtherSystems/Pages/TEMS.aspx

What should you do if you need to reset your password and you still cannot log in?Click on “Forgot Password”. Type your temporary

password as the old password, then type new one in the two blanks.

Or contact your Agency Administrator for assistance

Time for Review

18

What is the next step after creating a “Trip”?Create a Reimbursement Request-can contain one

or multiple tripsDo out-of-state Per Diem rates display in TEMS?

No, TEMS only displays in-state Per Diem ratesHow do you find your Agency Administrator contact

information?In the ‘Home tab’ and Help link on TEMS welcome

screen

Time for Review…Cont.

19

Questions??

20

TEMS Exercise