ChromeRiver Paperless Travel Management

Transcript:ChromeRiver Paperless Travel Management:
ChromeRiver Paperless Travel Management ChromeRiver Disclaimer ChromeRiver provides a different method for submitting travel requests and expense reports (electronic vs paper) ChromeRiver does not change any policy outlined in PPM49 or any SLCC Travel Procedures that can be found on SLCC’s website https://www.solacc.edu/about-us/travel-forms For example – Items that were previously required to be paid directly by SLCC are still required to be paid directly by SLCC; Requests still need to be submitted 3 weeks prior to travel, expiration of early registration deadlines, or expiration of conference hotel rates (whichever is earliest). ChromeRiver has some inefficiencies (for example, entering the destination of travel multiple times) but the few kinks in the system are outweighed by the efficiency of being able to submit and track the paperless forms. Accessing ChromeRiver Log in to LOLA Located under “Other System links” Single Sign On from LOLA Report Terminology Pre- Approval Report (PA) - To be completed prior to travel and replaces the current “Request for Official Travel” Expense Report (ER) - To be completed after travel and allows to itemization of all trip expenses (including those paid by the college) Types of Travel available in ChromeRiver Administrative Athletic Travel- Mens Athletic Travel- Womens Blanket Travel Board Members Conferences & Conventions Field Travel Non Travel (Expense reports only) Students Types of Travel used by SLCC Blanket Travel- For a period of time and allows multiple expense reports to be applied. Conferences & Conventions- For professional development travel to conferences and/or conventions that have agendas and/or overnight stay. Field Travel- For infrequent day travel to a meeting or event and allows only one expense report to be applied. Non Travel (expense reports only)- For expenses such as other operating services and operating supplies. All employee reimbursements will be processed through ChromeRiver. Students- For trips involving groups of students, where the students will not be given any reimbursement. Also, for SGA (frequent traveler) related travel where student will be given reimbursement. Travel Cycle Changes to the Travel Cycle The travel cycle is nearly identical with ChromeRiver as it was with paper except for the following changes: QC (Quality Control) This role falls between the Supervisor and the Budget Unit Head and is assigned to Accounting staff The main purpose of this step is to ensure that the allocation is correct as allocation will drive the approval routing This role will also ensure that reports are named properly