Travel and Expense Management System (TEMS)

1. Travel and Expense Management System (TEMS)

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

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

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

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

6. TEMS Roles • Requestor • Preparer • Approver • Fiscal • Agency Administrator

7. Reimbursement Process

8. Reimbursement Process Create Trips Attach to a Reimbursement Request & Submit

9. Where do I log into TEMS?

10. Where do I log into TEMS?

11. Select Travel and Expense Management System

12. Select Options Within TEMS

13. How do I log onto TEMS?

14. TEMS Reports Available in Enterprise Reporting( ER) • Approval Process Performance Report • Destination Report • Meal Report for Non-Overnight Trips • Out of State Travel • Out of Country Travel • Returned Reimbursement Request • Privately Owned Vehicle Mileage • Travel Advance Report

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

16. For More Information TEMS System Assistance: Solutions Center Helpdesk: (360) 407-9100 solutionscenter@des.wa.gov Agency Specific Questions: Your agency travel helpdesk or agency administrator(s) (refer to TEMS Help menu) State Travel Regulations: Bret Brodersen (360) 725-0229 bret.brodersen@ofm.wa.gov

17. Time for Review • 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? http://des.wa.gov/services/IT/SystemSupport/OtherSystems/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

18. Time for Review…Cont. • 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

19. Questions??

20. TEMS Exercise