1. Integrated Enterprise System 09/01/2008ESS Overview of Travel and Expense Homepage ECC 6.0 vers 1.0 1 Employee Self Service – An Overview of the Travel and Expense Homepage

2. Integrated Enterprise System 09/01/2008ESS Overview of Travel and Expense Homepage ECC 6.0 vers 1.0 2 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.

3. Integrated Enterprise System 09/01/2008ESS Overview of Travel and Expense Homepage ECC 6.0 vers 1.0 3 Overview of Travel and Expense Homepage Open the navigation menu, select “Travel Management” and then “Travel and Expenses”.

4. Integrated Enterprise System 09/01/2008ESS Overview of Travel and Expense Homepage ECC 6.0 vers 1.0 4 Use the “Log off” link to exist ESS. Overview of Travel and Expense Homepage Use the “History” or “Back” options to navigate within ESS. The History option will list the tasks that you have previously used during this ESS session. From the drop down list, select the desired area of ESS you would like to return to. The Back option will take you back to the previous screen. A word of caution, if the travel screen has a “previous step” button use that to navigate. The Back option should only be used if the travel screen does not have a “previous step” button.

5. Integrated Enterprise System 09/01/2008ESS Overview of Travel and Expense Homepage ECC 6.0 vers 1.0 5 The Additional Information section will contain alerts or general travel information. Overview of Travel and Expense Homepage “Create Travel Request” use this link to create a new travel request/cash advance request.

6. Integrated Enterprise System 09/01/2008ESS Overview of Travel and Expense Homepage ECC 6.0 vers 1.0 6 “My Trips and Expenses” this link will be used for the following: Create expense report from a travel request/travel plan Edit an existing travel request/travel expense report View payment information on paid TEVs. Overview of Travel and Expense Homepage “Create Expense Report” use this link to create a new travel expense report. If the trip has a travel request or a travel plan do not use this link. You must access the existing trip using the “My Trips and Expense” link.

7. Integrated Enterprise System 09/01/2008ESS Overview of Travel and Expense Homepage ECC 6.0 vers 1.0 7 Select the “My Trips and Expenses” link. Overview of Travel and Expense Homepage

8. Integrated Enterprise System 09/01/2008ESS Overview of Travel and Expense Homepage ECC 6.0 vers 1.0 8 Overview of Travel and Expense Homepage The My Trips and Expenses page contains three tabs: 1.All My Trips – this tab list all trips 2.My Travel Requests – this tab lists all of your travel requests 3.My Expense Reports – this tab lists all of your travel expense reports.

9. Integrated Enterprise System 09/01/2008ESS Overview of Travel and Expense Homepage ECC 6.0 vers 1.0 9 Overview of Travel and Expense Homepage Select the trip by selecting the radial button beside the trip number. This will open up the available options. For a Travel Request, you will have the option of displaying/printing the request statement, changing or deleting the request.

10. Integrated Enterprise System 09/01/2008ESS Overview of Travel and Expense Homepage ECC 6.0 vers 1.0 10 This is an example of a travel request statement. To print, follow the instructions at the top of the form. Overview of Travel and Expense Homepage

11. Integrated Enterprise System 09/01/2008ESS Overview of Travel and Expense Homepage ECC 6.0 vers 1.0 11 Overview of Travel and Expense Homepage For a Travel Expense, you will have the option, depending upon the status of the expense report of displaying/printing the expense statement, changing, copying or deleting the expense report. To view payment information for an expense report, select Display/Print. This will open the expense statement where payment information, if available, will be displayed.

12. Integrated Enterprise System 09/01/2008ESS Overview of Travel and Expense Homepage ECC 6.0 vers 1.0 12 Overview of Travel and Expense Homepage This is an example of a travel expense statement. To print, follow the instructions at the top of the form. Scroll bars will be available to scroll through the statement.

13. Integrated Enterprise System 09/01/2008ESS Overview of Travel and Expense Homepage ECC 6.0 vers 1.0 13 Overview of Travel and Expense Homepage Select the “My Travel Requests” tab

14. Integrated Enterprise System 09/01/2008ESS Overview of Travel and Expense Homepage ECC 6.0 vers 1.0 14 Overview of Travel and Expense Homepage This will be where all of your travel request and travel plans will appear. From here you will have a link to the expense report for the trip. Select “Create expense report” or “change expense report” to access the expense report.

15. Integrated Enterprise System 09/01/2008ESS Overview of Travel and Expense Homepage ECC 6.0 vers 1.0 15 Overview of Travel and Expense Homepage This tab will show all of your expense reports and the current status. To view the expense report you will need to access the expense report from the “All My Trips” tab.

16. Integrated Enterprise System 09/01/2008ESS Overview of Travel and Expense Homepage ECC 6.0 vers 1.0 16 If 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”. If you do NOT have any additional ESS tasks, you can log out of ESS by selecting “Log Off”. Overview of Travel and Expense Homepage

17. Integrated Enterprise System 09/01/2008ESS Overview of Travel and Expense Homepage ECC 6.0 vers 1.0 17 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=172966http://www.oit.state.pa.us/bcpo/cwp/view.asp?a =3&q=172966