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Citizen and Immigration Services Transit Benefit Application System Approver Training

Citizen and Immigration Services Transit Benefit Application System Approver Training November 5, 2015. AGENDA. Purpose Supervisor Role Application Review Process Website - The Portal WebApp - Features & Benefits WebApp - The Demonstration Discussion. TRANServe Web Application.

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Citizen and Immigration Services Transit Benefit Application System Approver Training

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  1. Citizen and Immigration Services Transit Benefit Application System Approver Training November 5, 2015

  2. AGENDA Purpose Supervisor Role Application Review Process Website - The Portal WebApp- Features & Benefits WebApp - The Demonstration Discussion

  3. TRANServe Web Application Why are We doing this? Increased efficiency Eliminates use of paper Better Internal Controls More User Friendly

  4. TRANServe Web Application Increased efficiency Fewer errors Application and worksheet easy to read Streamlined verification/approval process Elimination of paper Participant information is more secure Application history is stored on secure server Supports Green Initiatives

  5. Personally Identifiable Information Last Name First Name Middle Initial Employee ID Office Phone Home Address Office Address State Abbreviation Supervisor’s Name

  6. Why are We doing this? • Better Internal Controls • Primary responsibility on Applicant • Recoups unused funds • Requires Government email • User-friendly • Faster to apply, withdraw or recertify& get approved • Commuting Cost Expense Worksheet is easy to understand and complete. • Auto-calculates • Dynamic help menus

  7. Transit Benefit Application Overview of Major Steps Participant First Approver 2nd & 3rd Approver TRANServe • Participant… • Registration • Training • Application • Updates • Notification of changes • Recertify • Supervisor… • Verifies Training • Reviews Application for Reasonableness • Reviews Cost • Agency Info • Transit Benefit Coordinator • Supports 1st • Answers Program ?’s • Monitors Costs • Reviews Application • Admin • POC • Growth • Transit Benefit Manager • Supports TBCs • Transfers Data to the Transit Benefit System • Administers the Benefit to Approved Participants as scheduled

  8. Quarterly Agency Totals Report

  9. TRANServe.dot.gov

  10. TRANServe.dot.gov – Your Resource

  11. http://TRANServe.dot.gov • The Participants Page • Enables your employees to self serve • Centralizes Your Program Information • Portal to the Web Application…

  12. Register Once

  13. Review Application History

  14. It’s Time To Register ! • Open an Internet Browser • Go to: TRANServe.dot.gov • Click “Participants” • Scroll down to “Agency” and expand • Click :Transit Benefit Program Application System • Click” Register • Enter Government Email Address, Name and Phone Number • Click Register • Retrieve the Temporary Password from your email • Log in to the WebApp • Change the Password, add a Reminder Hint

  15. Thank You For Questions concerning the Approval Process First Consult the Approver’s Guide Then email your Program Office

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