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academy:travelreimbursementsetup

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academy:travelreimbursementsetup [2021/07/27 13:40] – emorenoacademy:travelreimbursementsetup [2023/03/09 16:04] (current) – emoreno
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-======Admin Guide: Travel Reimbursement Setup======+======Admin Guide: ASCENDER EmployeePortal Travel Reimbursement Setup======
  
-<WRAP box #no-print>{{:images:printer2.jpg|}}[[academy:travelreimbursementsetup?do=export_pdf&toclevels=1-3&book_title=Admin Guide: Travel Reimbursement Setup| Click here to generate a PDF of this guide]].+<WRAP box #no-print>{{:images:printer2.jpg|}}[[academy:travelreimbursementsetup?do=export_pdf&toclevels=2-3&book_title=Admin Guide: Travel Reimbursement Setup| Click here to generate a PDF of this guide]].
 </WRAP> </WRAP>
  
 <div #message></div> <div #message></div>
  
-<WRAP round intro> +<WRAP round intro>The Travel Reimbursement Requests feature allows employees to request reimbursement of mileage, lodging, meals, and incidentals stemming from official business travel. 
-The new Travel Reimbursement Requests feature allows employees to request reimbursement of mileage, lodging, meals, and incidentals stemming from official business travel. +
  
-This guide provides the necessary steps to set up the appropriate access for employee travel reimbursement requests via EmployeePortal while allowing employers to swiftly move employee travel reimbursement requests through a customized approval path to ensure timely reimbursement. +The purpose of this document is to guide you through the necessary steps to set up the appropriate access for employee travel reimbursement requests via EmployeePortal while allowing employers to swiftly move employee travel reimbursement requests through a customized approval path to ensure timely reimbursement. 
  
-This guide assumes you are familiar with the basic features of the ASCENDER Business system and have reviewed the [[academy:business_overview_guide|ASCENDER Business Overview guide]].+Some of the images and examples provided in this document are for informational purposes and may not completely represent your LEA’s process. 
 + 
 +This document assumes you are familiar with the basic features of the ASCENDER Business system and have reviewed the [[academy:business_overview_guide|ASCENDER Business Overview guide]].
 </WRAP> </WRAP>
  
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 VCV Update roles/users in Security Administration to allow Travel Reimbursement permissions. You can add permissions to an existing role or create a new role.  VCV Update roles/users in Security Administration to allow Travel Reimbursement permissions. You can add permissions to an existing role or create a new role. 
 +
 +VCV The **Automatic PA Number Assignment** field must be selected on the [[finance:tables:districtfinanceoptions:financeoptions|Finance > Tables > District Finance Options > Finance Options]] tab in order to create travel checks. If this field is not selected, the final approver in the travel approval path cannot approve the request.
  
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 =====Set up District Administration Options===== =====Set up District Administration Options=====
  
-  - ++Mass create user profiles with assigned travel accounts.|{{page>general:travelaccount&inline}}++ 
   - ++Maintain user profiles as needed.|{{page>general:travelsetupdaoptions&inline}}++   - ++Maintain user profiles as needed.|{{page>general:travelsetupdaoptions&inline}}++
-  - ++Provide global access.|{{page>general:travelsetupadmin&inline}}+++  - ++Mass create user profiles with assigned travel accounts.|{{page>general:travelaccount&inline}}++
   - ++Set up travel reimbursement request workflows.|{{page>general:travelworkflows&inline}}++   - ++Set up travel reimbursement request workflows.|{{page>general:travelworkflows&inline}}++
  
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 =====Set up Travel Options ===== =====Set up Travel Options =====
  
-<WRAP Box>Perform the following tasks to ensure that the travel reimbursement request feature in EmployeePortal is properly set up and functions as intended for employees.+<WRAP Box>Perform the following tasks to ensure that the travel reimbursement request feature in EmployeePortal is set up properly and functions as intended for employees.
 </WRAP> </WRAP>
  
  
   - ++Set up Finance 2 options.|{{page>general:setuptravelfinanceoptions&inline}} ++   - ++Set up Finance 2 options.|{{page>general:setuptravelfinanceoptions&inline}} ++
-  - ++Define travel locations.|{{page>general:setuptraveldefinelocations&inline}}++ +  - ++(Optional) Define travel locations.|{{page>general:setuptraveldefinelocations&inline}}++ 
-  - ++Calculate to/from location distances. |{{page>general:calculatetravelocationdistances&inline}}+++  - ++(Optional) Calculate to/from location distances. |{{page>general:calculatetravelocationdistances&inline}}++
  
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 <WRAP center round info > <WRAP center round info >
-After the above steps are completed, employees can submit travel reimbursement requests in EmployeePortal.+After the above steps are completed, employees can submit travel reimbursement requests in EmployeePortal. Reference the  [[https://help.ascendertx.com/employeeportal/doku.php/academy/employeeguide_travelrequests|Employee Guide: Manage Travel in EmployeePortal]] for information about submitting travel requests. 
 </WRAP> </WRAP>
    
academy/travelreimbursementsetup.1627393201.txt.gz · Last modified: 2021/07/27 08:40 (external edit)

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