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This demonstration will help you understand and perform (Internet Explorer Users: Click Browse, then Full Screen, to enlarge your view of this presentation.)

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Presentation on theme: "This demonstration will help you understand and perform (Internet Explorer Users: Click Browse, then Full Screen, to enlarge your view of this presentation.)"— Presentation transcript:

1 This demonstration will help you understand and perform (Internet Explorer Users: Click Browse, then Full Screen, to enlarge your view of this presentation.) Left click on your mouse to move forward through the presentation, one step at a time. New User Registration

2 What is New User Registration? During New User Registration, you will input data about yourself, like your name, address, mailing address, as well as selecting an approver for your travel claims. The registration process will activate your system user id and password. After registration, you will be able to sign in to CalATERS Global to create and/or approve expense reimbursement or travel advance forms.

3 How do I start New User Registration? Access the CalATERS web site at Then click on the CalATERS Global

4 CalATERS Sign-in Screen Click New User Registration.

5 Validation Process Enter your SSN Enter your last name Then click OK ERROR MESSAGE : If already registered or the SSN/Last Name combination is not loaded.

6 Creating your Profile You will be required to update your system profile. The Profile is used to evaluate travel rules, distribute payments, send correspondence, identify your approver, etc. Some Profile fields may already be completed by your department. Complete information in the remaining blank (non shaded) fields. USER ID FIELD This is provided by your department. Note Your User ID which will be needed for signing on to CalATERS Global. Enter your LEGAL last and first name, middle initial is optional. Enter your address. Please verify the entry. All CalATERS correspondence will be sent to this . When complete click Next.

7 Personal Account Information CalATERS uses your Mailing Address to distribute Expense Reimbursements if you are not on direct deposit. Residence address may be used to validate mileage expenses. When complete click Next For Type of Requestor click on the down arrow and select employee. If you are not a state employee select non-employee. Enter your business phone number Your Expense Reimbursement will be issued as Direct Deposit (Y) or will be mailed (N). This field is automatically updated based on the distribution of your Payroll Warrant. Select your CB Description (CBID) by using the drop down arrow.

8 Mailing Address CalATERS uses your Mailing Address to distribute expense reimbursements if you are not on direct deposit. Residence address may be used by your Accounting Department to validate mileage expenses. Enter your Mailing Address information If your residence address is different than your mailing address select “No” from the drop down arrow and complete residence address information in fields that will display Complete Residence Address information if applicable When complete click Next

9 Organization & Default Approver CalATERS uses the Organization screen to identify your Default Approver. Completed forms will be routed automatically to the Default Approver identified in your profile. These organization fields are completed by your department. To assign your Default Approver click on the Change Default Approver button. Select Person screen will display. Enter the last name of your approver and then click on Look Up. Select Person screen will display with names matching your last name entry. Click on your Approver, then click OK. Note: if your Approver is not listed, they are not yet registered. They can be added after they register. Click Cancel if Approver is not listed. Complete remaining fields then click on Next. If an Approver was selected a confirmation screen will appear.

10 Account Coding information The Account Coding Information screen is pre-loaded by your department. No update is needed. Click on Next

11 Long Term Assignments If you are not on a Long Term Assignment, click on the Next button. If you are on a Long Term Assignment complete additional required fields. If you are on a Long Term Assignment select Yes by clicking the drop down arrow and complete remaining fields that will display. If you are not on a Long Term Assignment click the Next button.

12 Miscellaneous Profile Information The Miscellaneous Profile screen is pre loaded by your department and no updates are needed. Click on Next

13 Review and Submit Registration All updates to your profile have now been completed. Click on the Submit Registration Request button to complete New User Registration

14 Retrieving your password Your password will be sent in a note addressed to the identified in your Profile. You will need your User ID and password to sign in to CalATERS. System assigned password

15 Sign In to CalATERS Global Click the CalATERS Global button.

16 Entering Your User ID and Password Enter the User ID you noted when performing New User Registration. Enter the Password sent to your . Click the Logon button. Use your User ID and password to sign in to the CalATERS Global application. Once you are signed in to the system you will be prompted to change the system assigned password to a password of your choice. See instructions titled Change Your Password available on the CalATERS Global web site.

17 You’re now ready to access CalATERS Global! On the CalATERS Global web site you will find additional demonstrations and/or instructions for: New User Registration Creating Travel Advance and Expense Reimbursements Approving Travel Advance and Expense Reimbursements Changing Passwords Assigning Submitters and Preparers, and more... To exit this demonstration Please click on File and Close to return to the CalATERS website or right click on the mouse and select End Show.


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