/
01/20/2017 Approve a Travel Expense Adjustment Request 6.07 01/20/2017 Approve a Travel Expense Adjustment Request 6.07

01/20/2017 Approve a Travel Expense Adjustment Request 6.07 - PowerPoint Presentation

bikershobbit
bikershobbit . @bikershobbit
Follow
343 views
Uploaded On 2020-06-17

01/20/2017 Approve a Travel Expense Adjustment Request 6.07 - PPT Presentation

vers 10 1 Approve A Travel Expense Adjustment Request 01202017 Approve a Travel Expense Adjustment Request 607 vers 10 2 Tips and Tricks Tips and Tricks Supervisors can use either ESS or SAP to act upon work items ID: 780880

travel adjustment approve request adjustment travel request approve expense vers 2017 supervisor work item supervisors section selecting add additional

Share:

Link:

Embed:

Download Presentation from below link

Download The PPT/PDF document "01/20/2017 Approve a Travel Expense Adju..." is the property of its rightful owner. Permission is granted to download and print the materials on this web site for personal, non-commercial use only, and to display it on your personal computer provided you do not modify the materials and that you retain all copyright notices contained in the materials. By downloading content from our website, you accept the terms of this agreement.


Presentation Transcript

Slide1

01/20/2017

Approve a Travel Expense Adjustment Request 6.07 vers 1.0

1

Approve A Travel Expense Adjustment Request

Slide2

01/20/2017

Approve a Travel Expense Adjustment Request 6.07 vers 1.0

2

Tips and Tricks

Tips and Tricks

Supervisors can use either ESS or SAP to act upon work items

If using ESS, the only browser supported is Internet Explorer

Supervisors can Disapprove, Process Later or Replace the work item at any time

Slide3

01/20/2017

Approve a Travel Expense Adjustment Request 6.07 vers 1.0

3

Tips and Tricks

Tips and Tricks Continued

Supervisors have the ability to attach receipts

Supervisors will receive an email notification that they have adjustment requests pending review and approval

Slide4

01/20/2017

Approve a Travel Expense Adjustment Request 6.07 vers 1.0

4

Approve a Travel Expense Adjustment Request

Slide5

01/20/2017

Approve a Travel Expense Adjustment Request 6.07 vers 1.0

5

Approve a Travel Expense Adjustment Request

When selected, the work item will appear. The top section will contain the traveler, trip information and who submitted the adjustment request.

Slide6

01/20/2017

Approve a Travel Expense Adjustment Request 6.07 vers 1.0

6

Approve a Travel Expense Adjustment Request

The bottom section will contain the requested adjustment amount, the reason for the adjustment and the details of the adjustment.

Slide7

01/20/2017

Approve a Travel Expense Adjustment Request 6.07 vers 1.0

7

Approve a Travel Expense Adjustment Request

A note field will also be available for the supervisor to add additional notes.

Slide8

01/20/2017

Approve a Travel Expense Adjustment Request 6.07 vers 1.0

8

Approve a Travel Expense Adjustment Request

View the existing expense statement by selecting Get Statement.

Slide9

01/20/2017

Approve a Travel Expense Adjustment Request 6.07 vers 1.0

9

ESS Submit a Travel Expense Adjustment Request

After reviewing the existing statement, return to the adjustment form by selecting the “back” key.

Slide10

01/20/2017

Approve a Travel Expense Adjustment Request 6.07 vers 1.0

10

Approve a Travel Expense Adjustment Request

View the existing attachments by selecting View Attachments.

Slide11

01/20/2017

Approve a Travel Expense Adjustment Request 6.07 vers 1.0

11

Approve a Travel Expense Adjustment Request

Supervisors can also add additional attachments by selecting Add Attachments

Slide12

01/20/2017

Approve a Travel Expense Adjustment Request 6.07 vers 1.0

12

Approve a Travel Expense Adjustment Request

After reviewing the adjustment request, the supervisor can add additional notes which will be forwarded to the Travel Audit Section. If the supervisor is Disapproving the request, the Supervisor MUST enter the reason for the disapproval in this section. All comments entered by the supervisor will be stored in the workflow log.

Slide13

01/20/2017

Approve a Travel Expense Adjustment Request 6.07 vers 1.0

13

Approve a Travel Expense Adjustment Request

After reviewing and determining the adjustment is correct and valid, the supervisor can approve the adjustment by selecting Approve. This will send the work item to the Travel Audit Section for final review and approval.

Slide14

01/20/2017

Approve a Travel Expense Adjustment Request 6.07 vers 1.0

14

Approve a Travel Expense Adjustment Request

Once the work item has been acted upon, the work item will close and the supervisor can use the menu options on the left hand menu bar to return to their inbox or exit ESS.

If the supervisor is using the GUI to approve, the supervisor will be returned to the inbox.

Slide15

01/20/2017

Approve a Travel Expense Adjustment Request 6.07 vers 1.0

15

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

Co-travelaudits@pa.gov