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Welcome to State of Michigan Time & Expense Processing Employee Travel Requisition No Advance Tutorial. Brought to you by the Office of Financial Management. The CS-172 form was used for travel authorization before expenses were incurred for a trip, by a state employee.
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Welcome to State of Michigan Time & Expense Processing Employee Travel RequisitionNo Advance Tutorial Brought to you by the Office of Financial Management
The CS-172 form was used for travel authorization before expenses were incurred for a trip, by a state employee. The new employee entry method allows user to enter this data directly in MI Time & Expense on the web and submit for further processing. Travel Requisition No AdvancePrior to Trip
Travel Requisition Entry Scenario Denise Maughan will be traveling to Benton Harbor on Tuesday to perform an audit. She will depart from Lansing at 7:00 a.m. and return at 6:30 p.m. She will drive her own car, and per the standardized travel regulations will seek reimbursement for lunch. Total expenses of $98.81 are estimated for this trip. An advance is not issued for this trip.
Home Page After log-in the Home Page will display. For Employee entry, Select ‘Employee’ then ‘Non-Routine Travel Requisition’. The Travel Requisition List Page will display.
Travel Requisition List Page Employee information can be displayed by clicking on name (from anywhere in the application). To create a Travel Requisition click on the ‘Create New Travel Requisition’ button.
Travel Requisition Entry ID Tab To date can be typed in or selected from the calendar. For the Request Date, today’s date defaults. Note: Related Expense or Related Advance fields will be system generated with a hyperlink to an existing expense or advance, that resulted from the current requisition request. 05/07/2013 05/07/2013 From date can be typed in or selected from the calendar. To select it from the calendar click on the square and choose the desired date.
Travel Requisition Entry - ID Tab cont’d Destination is the city you are going to. Office/Program is the office or program name associated with the employee. DEQ Benton Harbor Transportation Via is the mode of transportation. Car 90,86 Estimated Expenses enter the amount of each expected expense for this trip. 7.95 Audit 98.81 Nature of Official Business enter the purpose for this trip. Click ‘Save’.
Travel Requisition Entry - ID Tab cont’d Note: The Request ID is system generated when saved. 568 Click on the ‘Coding Block’ tab to view coding information. Saved successfully Note: Appropriate error messages can occur and will be displayed when there are insufficient and/or invalid inputs. (Severity: W = Warning E = Error).
Travel Requisition - Coding Block Tab Users with applicable security can view or assign coding blocks to the requisition. Coding Block from the travel requisition will be carried over to the expense. NOTE – Once entering the expense you can change coding block assigned to detailed line items if needed. Click ‘Save’ after Coding Block has been updated.
Travel Requisition Entry - ID Tab cont’d Click ‘History’ tab. Click ‘Submit’. Submit Successful Note: Appropriate error messages can occur and ill be displayed when there are insufficient and/or invalid inputs. (Severity: W = Warning E = Error).
Approval Process Once the Travel Requisition has been submitted, it will enter the approval path appropriate for your agency and the Action Code will show SUBM. An email may be sent to the first level approver to inform them of the needed action. As long as the Travel Requisition request is in SUBM status it can be modified by the initiator or the first level approver. As it goes through the approval process the Last Action will change until it has been completely approved. To view the Action code and History of the expense request click on the History tab.
Travel Requisition - History Tab ‘Previous Page’ will return user back to the ‘Travel Requisition List Page’ in this tutorial. Note: Status indicates that the expense has entered the approval path. Version shows the number of times the Travel Requisition was modified after being submitted the first time. Action Codeshows the action that was done. Click title for list of values. Comments will show additional information about the action. Action Taken By is the userid that performed the listed action. Action Date is the date the listed action was done.
Travel Requisition - Create Expense After requisition has been fully approved the “Create Expense” button is enabled. You can use this create the expense from the requisition. The ID tab of the expense will default with the information from the requisition and the Coding Block of the requisition will carry forward to the expense. After “Create Expense” button is clicked this will default with the expense number that is created from this requisition.
Travel Req - Create Expense cont. After the expense has been created from the requisition the requisition is marked “PROC” and cannot be modified.
Travel Requisition List Page The expense now displays on the ‘Travel Requisition List’ page with an Requisition ID. Travel Requisitions will be displayed once saved. Last Action will also show appropriateAction Codes.
Where To Get Help Users with questions or needing help should call the OFM Help Desk at: 517-373-6222 1-800-856-6246 (not local) At the welcome message press “8” then press “3” for HRMN Payroll/DCDS/Time & Expense. We would like to hear from you! Please click the button to provide your comments or suggestions about this tutorial.
