Transit Benefit Program Application System Participant Training Updated

AGENDA  Purpose  Website - The Portal  Application Process 2

TRANServe Web Application Why are We doing this?  Increased efficiency  Eliminates use of paper  Better Internal Controls  More User Friendly 3

TRANServe Web Application  Increased efficiency  Fewer errors  Application and worksheet easy to read  Streamlined verification/approval process  Elimination of paper  Participant information is more secure  Application history is stored on secure server  Supports Green Initiatives 4

Personally Identifiable Information Last Name First Name Middle Initial Employee ID Office Phone Home Address Office Address State Abbreviation Supervisor’s Name 5

User Friendly? Really? 6  User-friendly – Faster to apply, withdraw or recertify & get approved – Commuting Cost Expense Worksheet is easy to understand and complete. – Dynamic help menus

Transit Benefit Coordinator Supports 1 st Approver Answers Program ?’s Monitors Costs Reviews Application Admin POC Growth Transit Benefit Manager Supports Agency Transfers data Provides the Benefit to Approved Participants Participant… Registration Training Application Updates Notification of changes Recertify You First Approver TRANServe Second & Third Approvers Transit Benefit Application Overview of Major Steps 7 Supervisor… Verifies Training Reviews Application for Reasonableness Reviews Cost Agency Info

TRANServe.dot.gov 8

TRANServe.dot.gov – Your Resource 9

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 The Participants Page  Enables your to self serve  Centralize Your Program Information  Portal to the Transit Benefit Program Application System… 11

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13 User name: Everyone must enter

Register Once

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Is My Supervisor Registered?

Choose “New Transit Benefit Participant

Applicants Are Kept Informed - System Notifications for Approvers 30

Approved Applicants Are Informed 31

Disapproved Applicants are Informed 32

Update Disapproved Application 33

What if I’m not Approved? 34

Password Resets are Self Serve 35

Password Resets are Self Serve 36

37 Now It’s Time To Register ! 1.Open Internet Explorer 2.Go to: TRANServe.dot.gov 3.Click “Participants” 4.Scroll down to your Agency or Bureau Name and expand 5.Click : Transit Benefit Program Application System 6.Click” Register 7.Enter Government Address, Name and Phone Number 8.Click Register 9.Retrieve the Temporary Password from 10.Log in to the WebApp 11.Change the Password, add a Reminder Hint Now you can apply for the Transit Benefit

38 Apply for the Transit Benefit! Repeat Steps 1-4 in the previous slide 1.Enter your username & Password to login 2.Choose “Transit Benefit Application 3.Select An Action to Continue 4.Read the terms and conditions and respond 5.Choose Reason for Certification 6.Certify that you met the training requirement 7.Select your transportation modes 8.Review/change Employment Type & Work Status 9.Complete the Expense Worksheet 10.Complete the Transit Benefit Application 11.Click Continue… Thank you for enrolling in the Transit Benefit Program

Thank You 39 For Questions concerning the Approval Process First Consult the Approver’s Guide Then your Transit Benefit Program Office