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Travel and Expense Management System (TEMS)

Travel and Expense Management System (TEMS). Introductions. Please share the following: Your Name Your Agency Your Role in the System. Course Objectives. Create a trip request Create a reimbursement request Send a reimbursement request for approval & payment

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Travel and Expense Management System (TEMS)

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  1. Travel and Expense Management System (TEMS)

  2. Introductions • Please share the following: • Your Name • Your Agency • Your Role in the System

  3. Course Objectives • Create a trip request • Create a reimbursement request • Send a reimbursement request for approval & payment • Be able to look up regulations & policies within TEMS 3

  4. System Features • Web based system • “Trip Concept” • “Thin Client” deployment • Log-in serves as signature • Accessibility • Date driven reimbursement rates

  5. System Features (Continued) • Maintains history of transactions • Email notifications • Built-in business rules • Configurable by agency • Bottom line • Faster reimbursement • Less errors

  6. TEMS Roles • Requestor • Preparer • Approver • Fiscal • Agency Administrator

  7. Reimbursement Process 7

  8. Reimbursement Process Create TripsAttach to a Reimbursement Request & Submit

  9. Where do I log into TEMS?

  10. Select Travel and Expense Management System

  11. How do I log onto TEMS?

  12. TEMS Reports Available in Enterprise Reporting( ER) • Reimbursement Request Details Approval Process Performance • Travel Advance Report • Meal Report for Non-Overnight Trips • Privately Owned Vehicle Mileage • Out of State Travel • Out of Country Travel • Returned Reimbursement Request • Destination Report

  13. System Access TEMS: • https://tems.ofm.wa.gov(Intranet) • https://fortress.wa.gov/ofm/tems(Internet) ER: • http://reporting.ofm.wa.gov (Intranet) • https://fortress.wa.gov/ofm/reporting (Internet) 13

  14. For More Information System Assistance: TEMS Helpdesk: (360) 407-8182AFRSHelpdesk@ofm.wa.gov Agency Specific Questions: Your agency travel helpdesk or agency admins (refer to TEMS Help menu) State Travel Regulation: Bret Brodersen (360) 725-0229 bret.brodersen@ofm.wa.gov 14

  15. Time for Review • How can you get a logon ID for TEMS? Your agency administrator will need to set up your TEMS logon ID • Where can you find the link to log into TEMS? www.ofm.wa.gov • What should you do if you have re-set your password and you still cannot log in? You should be sure that you have copied your temporary password only from the beginning character to the last character (there should be no white space) Contact your Agency Administrator for assistance

  16. Time for Review…Cont. • What is the next step after creating a “Trip”? You must then create a Reimbursement Request • Do out-of-state Per Diem rates display in TEMS? No, TEMS only displays in-state Per Diem rates • How do you find your Agency Administrator contact information? In the ‘Home Help’ tab within TEMS

  17. Questions??

  18. TEMS Exercise

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