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Travel and Expense Management System (TEMS) 1. Please share the following:  Your Name  Your Agency  Your Role in the System Introductions 2.

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Presentation on theme: "Travel and Expense Management System (TEMS) 1. Please share the following:  Your Name  Your Agency  Your Role in the System Introductions 2."— Presentation transcript:

1 Travel and Expense Management System (TEMS) 1

2 Please share the following:  Your Name  Your Agency  Your Role in the System Introductions 2

3 Create a trip request Create a reimbursement request Send a reimbursement request for approval & payment Be able to look up regulations & policies within TEMS Course Objectives 3

4 Web based system “Trip Concept” “Thin Client” deployment Log-in serves as signature Accessibility Date driven reimbursement rates System Features 4

5 Maintains history of transactions notifications Built-in business rules Configurable by agency Bottom line  Faster reimbursement  Less errors System Features (Continued) 5

6 Requestor Preparer Approver Fiscal Agency Administrator TEMS Roles 6

7 Reimbursement Process 7

8 Create Trips Attach to a Reimbursement Request & Submit 8

9 Where do I log into TEMS? 9

10 10

11 Select Travel and Expense Management System 11

12 Select Options Within TEMS 12

13 13 How do I log onto TEMS?

14 1.Approval Process Performance Report 2.Destination Report 3.Meal Report for Non-Overnight Trips 4.Out of State Travel 5.Out of Country Travel 6.Returned Reimbursement Request 7.Privately Owned Vehicle Mileage 8.Travel Advance Report TEMS Reports Available in Enterprise Reporting( ER) 14

15 TEMS: https://tems.ofm.wa.gov (Intranet)https://tems.ofm.wa.gov https://fortress.wa.gov/ofm/tems (Internet)https://fortress.wa.gov/ofm/tems ER: (Intranet) https://secureaccess.wa.gov (Internet)https://secureaccess.wa.gov 15 System Access

16 TEMS System Assistance: Solutions Center Helpdesk: (360) Agency Specific Questions: Your agency travel helpdesk or agency administrator(s) (refer to TEMS Help menu) State Travel Regulations: Bret Brodersen (360) For More Information

17  How can you get a logon ID for TEMS? Your agency administrator will need to set up your TEMS logon ID  Where can you find the link to log into TEMS? Pages/TEMS.aspx  What should you do if you need to reset your password and you still cannot log in? Click on “Forgot Password”. Type your temporary password as the old password, then type new one in the two blanks. Or contact your Agency Administrator for assistance 17 Time for Review

18  What is the next step after creating a “Trip”? Create a Reimbursement Request-can contain one or multiple trips  Do out-of-state Per Diem rates display in TEMS? No, TEMS only displays in-state Per Diem rates  How do you find your Agency Administrator contact information? In the ‘Home tab’ and Help link on TEMS welcome screen 18 Time for Review…Cont.

19 19 Questions??

20 20 TEMS Exercise


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