Travelers & Requesters


If you travel on university business, submit requests for reimbursement of work-related
expenses, or submit purchase orders for equipment or supplies, this page provides tools and
resources to help you get started using the new self-service processes.

Documents

How-To Guides - Procedures for working with Expenses and eProcurement
Training TipSheet - Setting up your system and using the UPK Player.
Expenses Workflow - A Traveler's Perspective - overview of the approval process

Links

Self Service Training Page
(Internet Explorer v6.0 or higher is required).

Instructor-Led Workshops

Contact Daphne Burch to arrange for one-on-one training in your office. Periodically, we will also offer group workshops. Look for these on the Training Schedule page.

Self-service Online Instruction

The User Productivity Kit (UPK) offers you the
opportunity to learn at your own pace whenever and wherever it's most convenient for you! The UPK player provides a series of scripted lessons within a simulation of the actual
self-service interface that gives you a chance to watch an automated example or try it out yourself.

To access the UPK player and business process documents for Travelers, direct your browser to https://upk.gafirst.usg.edu/player/nonTradUPK.htm (Internet Explorer v6.0 or higher is required).

Before visiting the site, we recommend you review the Training TipSheet for instructions on how to set up your system and get the most out of the UPK Player.This site is password protected. To obtain the login information contact Daphne Burch.

You may review any of the topics (chapters) on this page that are of interest to you in your job, however, to fulfill the training requirements for use of the self-service portal, you must
complete the following chapters on the page:

Expenses Traveler:

(in the top half of the page)
Employee Setup and Maintenance - Before you can begin using the Travel & Expenses module, you must first set up your profile in HR/EX Self-Service. This chapter deals specifically with showing you how to set up your Self-Service portal for HR and Expenses.

Travelers - This chapter introduces how to use the Travel & Expenses module as a traveler. It details how to work with Travel Authorizations, Expense Reports, and Cash Advances, as well as how to print out hardcopies. Through this chapter, you will also learn how to review your payment and expense history.

eProcurement Requester:

(in the bottom half of the page)
Requester - As an ePro Requester, you request goods and services. To accomplish this, you will create ePro requisitions. Requisitions are the records of requests for items, and they begin the procurement process. In addition to learning how to create and manage your requisitions, this chapter will introduce ways to help you save time and effort when requesting items on a routine basis.

At the end of each chapter, you should complete the chapter quiz. Be sure to complete all topics in the chapter before completing the quiz, because it covers the entire chapter. At the end
of each topic, click the Finish link to go back to the Chapter Menu, then on the last topic, click the link that says "Click here to proceed directly to the chapter quiz...".

If you have problems or questions about using the UPK player or setting up your computer to access it, first review the Training TipSheet document to see if it answers your question. If you are still having trouble with something, contact the CIS Helpdesk for assistance.

You can download business process documents providing step-by-step instructions for every topic in each chapter under the "Travel and Expenses Business Processes" heading. These documents are bundled in ZIP files to make them easier to download. The documents are also available individually in links accessible from this resources page.

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How-To Guides

All documents are in Microsoft Word format (.doc)
Applying Travel Authorizations to Expense Reports
Canceling a Travel Authorization
Creating a Travel Authorization in PeopleSoft
Creating Expense Reports
Deleting Expense Reports
Modifying a Travel Authorization
Modifying Expense Reports
Using Expense Reports in PS Travel and Expense Module
Using Travel Authorizations in PeopleSoft
Viewing a Travel Authorization
Viewing Expense Reports