This demonstration will help you understand and perform

1. New User Registration (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. This demonstration will help you understand and perform

2. What is New User Registration? • During New User Registration, you provide CalATERS data about yourself, like your name, email 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 to create and/or approve expense reimbursement or travel advance forms.

3. Then click on the CalATERS button. How do I start New User Registration? Access the CalATERS web site atwww.calaters.ca.gov.

4. Click the New User Registration button. CalATERS Sign-in Screen

5. Enter your SSN Then click OK Enter your last name Validation Process About your SSN - this single entry is the only time the SSN will be requested and the only time it will display on CalATERS.

6. DO NOT CHANGE THE USER ID FIELD provided by your department. Note Your User ID which will be needed for signing on to CalATERS. For Type of Requestor click on the down arrow and select employee. If you are not a state employee select non-employee. Enter last and first name, middle initial is optional. Enter your email address. Please verify the entry. All CalATERS correspondence will be sent to this email. Enter your business phone number Select your CB Description (CBID) by using the drop down arrow. 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. When complete click Next. Creating your Profile You will be required to update your system profile. The Profile is used to evaluate travel rules, distribute payments, send email correspondence, identify your approver, etc. Some Profile fields may already be completed by your department. Complete information in the remaining blank (non shaded) fields.

7. 300 Main Sacramento Enter you Mailing Address information CA 95814 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 Address 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.

8. 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. These shaded organization fields are completed by your department. To assign your Default Approver click on the Change Default Approver button. If an Approver was selected a confirmation screen will appear. Check Approver name and then click OK. Select Person screen will display. Enter the last name of your approver and then click on Look Up. Complete remaining fields then click on Next. Organization information CalATERS uses the Organization screen to identify your Default Approver. Completed forms will be routed automatically to the Default Approver identified in your profile.

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

10. 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. 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.

11. After completing registration your CalATERS system assigned password will be mailed to your email address confirmed on this message. Click the OK button. All updates to your profile have now been completed. Click on the Finished button to complete New User Registration. Miscellaneous Profile Information The Miscellaneous Profile screen is pre loaded by your department and no updates are needed.

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

13. Click the CalATERS button. Sign In to CalATERS

14. Enter the User ID you noted when performing New User Registration. Enter the Password sent to your email. Click the Sign In button. Entering Your User ID and Password Use your User ID and password to sign in to the CalATERS application. Once you are signed in to the system you may elect to change the system assigned password to a password of your choice. See instructions titled Change Your Password available on the CalATERS web site.

15. You’re now ready to access the system and register! On the CalATERS 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.