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T&E Workflow Configuration

T&E Features

PeopleSoft Financials Travel and Expenses module is a comprehensive, automated self-service travel and expense management solution. The module is integrated with the State's Financials configuration and offers enhanced traveler experience through its Fluid Interface.

Traveler Setup

Reimbursements paid to employees not suppliers

Paperless

Everything documented and routed electronically

Current Rates

Expense allowances always current with system configuration

Point A to Point B

Shortest travel distance provided by mileage calculator

Helpful Options

Safely keep receipts and organize expenses with My Wallet
Enjoy workflow flexibility

T&E Overview Video

T&E Overview Flowchart

T&E Workflow Approvals Configuration Workbook

T&E Workflow Approvals Configuration Presentation

Watch this presentation before you work on your T&E Workflow Approvals Configuration Workbook.

Watch

T&E Workflow Approvals Configuration Workbook

Download and complete this workbook to document your BUs TA and ER internal workflow requirements. Don't forget to attach it to the ticket when submitting to IDOA.

Download

How to Submit your T&E Workflow Approvals Configuration Workbook

Read this for instructions on how to submit your workbook.

Read

Workflow Role Assignment Changes

Travel Workflow Role Assignment Changes Worksheet

Download and complete this workbook to document your BUs TA and ER internal workflow role assignment changes that are needed. This process is intended for BUs that have already been configured in PeopleSoft Travel & Expenses and should be submitted by a Travel Administrator.

Download

Non-Travel Workflow Role Assignment Changes Worksheet

Download and complete this workbook to document your BUs non-travel ER internal workflow assignment changes that are needed. This process is intended for BUs that have already been configured in PeopleSoft Travel & Expenses and should be submitted by a Security Coordinator.

Download

How to Submit Workflow Role Assignment Changes Worksheet

Read this for instructions on how to submit your workbook. This process is intended for BUs that have already been configured in PeopleSoft Travel & Expenses.

Read

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