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Employee Self Service – Creating a Travel Request Tutorial

Employee Self Service – Creating a Travel Request Tutorial. Trigger. Trigger The traveler is submitting a request to travel. Depending upon eligibility, the traveler may include a request for a cash advance. Tips and Tricks. Tips and Tricks

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Employee Self Service – Creating a Travel Request Tutorial

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  1. Employee Self Service – Creating a Travel Request Tutorial ESS Travel Request ECC 6.0 vers 1.0

  2. Trigger Trigger The traveler is submitting a request to travel. Depending upon eligibility, the traveler may include a request for a cash advance. ESS Travel Request ECC 6.0 vers 1.0

  3. Tips and Tricks Tips and Tricks • Time formats are entered based upon a 12 hour clock along with AM/PM, ie 3:00 pm. • Do not use your browser buttons to navigate while in the travel request, use the ESS navigation buttons. • You may need to use the scroll bars to navigate in order to access all options. ESS Travel Request ECC 6.0 vers 1.0

  4. Completing a Travel Request Open the navigation menu, select “Travel Management” and then “Travel and Expenses”. ESS Travel Request ECC 6.0 vers 1.0

  5. Completing a Travel Request Select “Create Travel Request”. This will open a travel request. ESS Travel Request ECC 6.0 vers 1.0

  6. Completing a Travel Request • The traveler will complete the request by entering the following information: • Trip Start Date and Time using 12 hour clock format along with AM or PM • Trip End Date and Time using 12 hour clock format along with AM or PM • Destination • Reason for trip • Selecting an activity from the drop down list • Comments (required if requesting a cash advance) • Estimated costs Required fields are marked with a red asterisk * ESS Travel Request ECC 6.0 vers 1.0

  7. Completing a Travel Request If you are requesting a cash advance, the advance will automatically post to your default payroll coding, however, you can select an alternative cost assignment. To do this select “Change Cost Assignment”. ESS Travel Request ECC 6.0 vers 1.0

  8. Completing a Travel Request Enter in the new account coding making sure you enter the percentage to be distributed to the code. If you have any questions on the correct account coding to use, contact your supervisor or fiscal office for assistance. Once you have entered the new coding, select “Accept” to continue. ESS Travel Request ECC 6.0 vers 1.0

  9. Completing a Travel Request If you are requesting a cash advance, select “Edit Advances”. ESS Travel Request ECC 6.0 vers 1.0

  10. Completing a Travel Request Enter the amount of the requested advance in the Amount column, then select “Accept”. ESS Travel Request ECC 6.0 vers 1.0

  11. Completing a Travel Request Any account coding changes and advances entered will now be updated in the travel request. Select “Next Step” to continue. ESS Travel Request ECC 6.0 vers 1.0

  12. Completing a Travel Request If everything is correct, you are now ready to save the request. Select “Save” to save the request but NOT to submit for supervisor approval. Select “Save and Send” to save and submit the request for supervisor approval. Select “Save and Send” to continue ESS Travel Request ECC 6.0 vers 1.0

  13. Completing a Travel Request Once the request has been saved, a trip number will be assigned. To view and print the travel request select “Display Form”. ESS Travel Request ECC 6.0 vers 1.0

  14. Completing a Travel Request To print, follow the instructions at the top of the form. ESS Travel Request ECC 6.0 vers 1.0

  15. Completing a Travel Request If after reviewing the request, you do NOT have any additional ESS tasks, you can log out of ESS by selecting “Log Off”. If after reviewing the request, you do have additional ESS tasks, use the History option. If you have additional Travel tasks, select “Travel and Expenses”, if other ESS tasks, such as leave request, select “ESS Home”. ESS Travel Request ECC 6.0 vers 1.0

  16. Additional Resources Need help? Contact the Travel Help Desk: 1-800-824-0626 outside the Harrisburg area 717-346-3401 within the Harrisburg area Co-travelaudits@state.pa.us http://www.oit.state.pa.us/bcpo/cwp/view.asp?a=3&q=172966 ESS Travel Request ECC 6.0 vers 1.0

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