1. Integrated Enterprise System 07/20/12ESS Overview of Travel and Expense Homepage ECC 6.03 vers 2.0 1 Employee Self Service – An Overview of the Travel and Expense Homepage

2. Integrated Enterprise System 07/20/12ESS Overview of Travel and Expense Homepage ECC 6.03 vers 2.0 2 Tips and Tricks Time format is based upon a 24 hour clock(military format). 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 07/20/12ESS Overview of Travel and Expense Homepage ECC 6.03 vers 2.0 3 Overview of Travel and Expense Homepage Open the navigation menu, select “Travel Management” and then “Travel Planning and Expenses”.

4. Integrated Enterprise System 07/20/12ESS Overview of Travel and Expense Homepage ECC 6.03 vers 2.0 4 Overview of Travel and Expense Homepage Use the “Log off” link to exit ESS. 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 07/20/12ESS Overview of Travel and Expense Homepage ECC 6.03 vers 2.0 5 Overview of Travel and Expense Homepage “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. The Need Help? Section will contain help desk phone numbers and email addresses

6. Integrated Enterprise System 07/20/12ESS Overview of Travel and Expense Homepage ECC 6.03 vers 2.0 6 Overview of Travel and Expense Homepage “Create Travel Request” use this link to create a new travel request/cash advance request. “Create Travel Plan” use this link to create/modify/cancel a travel plan using the Commonwealth’s online booking tool. “Create Expense Report” use this link to create a travel expense report. If you have an existing travel request/plan, select the trip from the list of pending trips. If you do not have any pending trips, this link will take you directly to creating a new expense report.

7. Integrated Enterprise System 07/20/12ESS Overview of Travel and Expense Homepage ECC 6.03 vers 2.0 7 Overview of Travel and Expense Homepage The section “My Trips and Expenses” contains numerous tabs. The following pages will provide an overview of each of the tabs.

8. Integrated Enterprise System 07/20/12ESS Overview of Travel and Expense Homepage ECC 6.03 vers 2.0 8 Overview of Travel and Expense Homepage The My Trips and Expenses page contains several tabs: 1.All My Trips – this tab lists all trips 2.All My Travel Requests – this tab lists all of your travel requests 3.All My Travel Plans – this tab lists all of your travel plans 4.All My Expense Reports – this tab lists all of your travel expense reports. 5.Pending Exp Reports – this tab lists all of your pending expense reports. 6.Credit Card Imports – the Commonwealth does not use this functionality.

9. Integrated Enterprise System 07/20/12ESS Overview of Travel and Expense Homepage ECC 6.03 vers 2.0 9 Overview of Travel and Expense Homepage If you do NOT have any additional ESS tasks, you can log out of ESS by selecting “Log Off”. If you do have additional ESS tasks, use the History option. If you have additional Travel tasks, select “Travel Planning and Expenses”, if other ESS tasks, such as leave request, select “ESS Home”.

10. Integrated Enterprise System 07/20/12ESS Overview of Travel and Expense Homepage ECC 6.03 vers 2.0 10 Additional Resources Need help? Contact the Travel Expense Help Desk: 1-800-824-0626 outside the Harrisburg area 717-346-3401 within the Harrisburg area Co-travelaudits@pa.gov