1 / 9

New Coordinator Training

New Coordinator Training. Session One PREPARING FOR TRAVEL. Introduction. Create new Travel Authorization Reserve Travel Arrangements Completing Travel Authorization Complete Travel Arrangements. Travel Authorization Creation. Getting Started

degan
Télécharger la présentation

New Coordinator Training

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. New Coordinator Training Session One PREPARING FOR TRAVEL Travel-cko

  2. Introduction • Create new Travel Authorization • Reserve Travel Arrangements • Completing Travel Authorization • Complete Travel Arrangements Travel-cko

  3. Travel Authorization Creation • Getting Started • JList Requirements • Getting a Trip Number Travel-cko

  4. JList Requirements • Traveler must be active in JList • Visitors are added when they register in JRIS. • Employees are added by HR upon being hired. • Inquires about Jlist? • Contact Sue Ewing (ext 7687) • Send email to jris@jlab.org Travel-cko

  5. GETTING TRIP NUMBER • Choose Traveler’s Name • Enter Purpose • Enter Dates of Travel • Enter destination • Select a conference when purpose • Enter estimated costs – • For domestic, single destination airfare; hotel or car go to https://concursolutions.com • All other domestic & all foreign, contact travel agent at jlab-travel@ciazumano.com Note: Reservations in concur should be placed on hold until the TA is released. Travel-cko

  6. SUBMIT TA TO TRAVEL • Complete TA and click SUBMIT • Authorized Proj/Org approvers notified ‘TA awaiting approval is in their queue’ • Once approved – TA sent to TS for review and release • Once released– status changes to SUBMITTED • You (as preparer) receive notification • You can now commit funds and make travel arrangements. Travel-cko

  7. MAKE TRAVEL ARRANGEMENTS • Contact CI Azumano • Return to Concur (concursolutions.com) to • “Purchase” ticket on hold • Reserve a hotel (outside Newport News) • Reserve a rental car • Email Veronica at jlab-travel@ciazumano.com Travel-cko

  8. Summary • Created a Travel Authorization • Got a Trip Number • Submitted TA for approvals • Make Travel Arrangements Travel-cko

  9. Where to Get More Information • Second Training session • Expense Report Preparation • Review Admin Manual • Links from travel webpage • Ask other Travel Coordinators for help • Call: Carol (x7519) Sasi (x7437), Travel-cko

More Related