TRAVEL REQUEST IN FRONTLINE My Service Center

Transcript:TRAVEL REQUEST IN FRONTLINE My Service Center:
TRAVEL REQUEST IN FRONTLINE My Service Center Creating Travel Requests How to Create a Travel Request Navigate to the My Service Center (If you are creating a travel request on behalf of another employee, you will use the Create Travel Request on the travel module menu, NOT the Employee Service Center) Travel Requests have to be completed 14 days prior to Travel. Select My Travel Select New Request Edit Existing Request or Existing Expense Report If you created a request and had to stop during the creation you will go back to edit it using “Edit Existing Request” or “Edit Existing Expense Report”. The General tab is displayed. The General tab allows users to setup basic information that will be carried across the rest of the Travel Request sections. On this tab, departure and return are NOT flight times. It is when you leave and get back to Lubbock. The airline tab will be flight times. Fill all fields out in a detailed manner. You will need an account code. Currently, there are no predefined Events or Event Numbers so skip these two fields. General Tab THIS TAB CAN NOT BE SKIPPED. ACTIVITY / PURPOSE Enter the purpose of the trip in the Activity/Purpose field. This would be conference or workshop name for example. Destination (State and City) Select the Destination State and City from the drop-down list. Departure / Return (Date / Time) Select the Departure Date and Time and the Return Date and Time in the appropriate fields. This is when you leave Lubbock and when you return to Lubbock. Select Yes or No for the “Will an advance of expenses be expected” question. If Yes, select paper check from the drop-down list. Select the Account Type from the drop-down list. Enter the travel acct number and click Add. Click the SAVE REQUEST box. After clicking “Save Changes”. Click on your Travel Request at the bottom of the screen. Then click “Continue”. General Tab All tabs have an Attachments button at the bottom. A user WILL use this to attach registration forms, confirmation notifications, etc. for the reservations. (REQUIRED) After entering all info in the General tab you will click Save Request/Save Changes. IMPORTANT! When you finish with the General Section you will save your information. You will skip the sections you don’t need and only fill out the sections you need, click on the next section you