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general:travelaccount

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general:travelaccount [2021/07/02 15:51] – emorenogeneral:travelaccount [2022/10/03 20:43] (current) – emoreno
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-\\  [[https://help.ascendertx.com/test/districtadmin/doku.php/utilities/assigntravelaccounts|District Administration > Utilities > Assign Travel Accounts]]+\\  [[https://help.ascendertx.com/districtadmin/doku.php/utilities/assigntravelaccounts|District Administration > Utilities > Assign Travel Accounts]]
  
-Mass assign account codes by campus ID, department code (optional), and year for employees using the travel reimbursement request feature in EmployeePortal. After running this process, a user profile is created with the assigned accounts for each active person with the selected primary campus/dept.+Mass assign account codes by primary campus, department code (optional), and year for employees using the travel reimbursement request feature in EmployeePortal.  
 + 
 +After running this process, a user profile is created with the assigned account codes for each active person with the primary campus/dept on their Job Info record that matches the selection on this page.
  
 When submitting a travel reimbursement request in EmployeePortal, employees will be able to use these account codes to indicate the budget to be charged for a travel reimbursement request. When submitting a travel reimbursement request in EmployeePortal, employees will be able to use these account codes to indicate the budget to be charged for a travel reimbursement request.
 +
 +<WRAP center round important>
 +**IMPORTANT**: If you are creating records for users by campus and department, you must select a campus, indicate the department, and click **Retrieve**. This must be done upon initial retrieval. Otherwise, select a campus and click **Retrieve**.
 +</WRAP>
 +
 +{{:general:travelreimbursementsetup_assigntravelaccounts.jpg|Assign Travel Accounts Page}}
 +
 ^ Field                                        ^ Description   ^  /*Table with two rows*/ ^ Field                                        ^ Description   ^  /*Table with two rows*/
 ^Campus|Click {{:images:dropdown.gif|Drop Down Arrow}} to select a campus.| ^Campus|Click {{:images:dropdown.gif|Drop Down Arrow}} to select a campus.|
 ^Dept|Type a one-character department code. This field is optional.|      /*Include, not folded*/ ^Dept|Type a one-character department code. This field is optional.|      /*Include, not folded*/
  
-<WRAP box>**Note**: If you are creating a record for a campus and department, you must select a campus and indicate the department upon initial retrieval. Otherwise, only select a campus and click **Retrieve**. +
-</WRAP>+
  
 VCV Click **Retrieve**. The campus/department record is displayed.  VCV Click **Retrieve**. The campus/department record is displayed. 
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 VCV Click **Save** to save the record without executing the changes.  VCV Click **Save** to save the record without executing the changes. 
  
-VCV Click **Execute** to execute the process. A user profile is created for each active person with the selected primary campus/dept. The user is assigned the selected accounts for the primary campus/dept and the **Travel** check box is selected to indicate that the user will have access to the assigned accounts when submitting travel requests in EmployeePortal.+VCV Click **Execute** to execute the process. A user profile is created for each active person with the selected primary campus/dept. The user is assigned the selected accounts for the primary campus/dept and the **Travel** checkbox is selected to indicate that the user will have access to the assigned accounts when submitting travel requests in EmployeePortal. 
  
general/travelaccount.1625241082.txt.gz · Last modified: 2021/07/02 10:51 (external edit)

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