Business

User Tools

Site Tools

Trace: • Responsibility - HRS3400 • body
general:travelaccount

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revisionPrevious revision
Next revision		Previous revision
general:travelaccount [2021/11/09 21:12] – emorenogeneral:travelaccount [2022/10/03 20:43] (current) – emoreno
Line 1: Line 1:
 \\  [[https://help.ascendertx.com/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 account codes for each active person with a primary campus/dept on their Job Info record that matches the once selected on this page.+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. 
Line 19: Line 27:
 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.1636492347.txt.gz · Last modified: 2021/11/09 16:12 (external edit)

Page Tools

Except where otherwise noted, content on this wiki is licensed under the following license: CC Attribution-Share Alike 4.0 International

Americans with Disabilities Act (ADA) and Web Accessibility

The Texas Computer Cooperative (TCC) is committed to making its websites accessible to all users. It is TCC policy to ensure that new and updated content complies with Web Content Accessibility Guidelines (WCAG) 2.0 Level AA. We welcome comments and suggestions to improve the accessibility of our websites. If the format of any material on our website interferes with your ability to access the information, use this form to leave a comment about the accessibility of our website.