Update Travel Profile - PS Financials
Business Process: Update ProfileWhen you add employees to the PeopleSoft Expenses System, you need to validate their organizational data before PeopleSoft Expenses marks the employees as valid for expense entry. To update an employee you follow the steps in the order indicated below. After the completion you will click the "Validate" button on the User Profile - Organization Data page to initiate the validation process for that employee.
Traveler/Proxy organizational data
Information section GL Unit, and Department: The
NAUBU GL Unit now defaults and need not be entered. Enter the travelers
Department ID that he/she will most commonly be traveling.
Default ChartField Values section: The
GL Unit and Dept will be inferred. Enter
the Fund and Program for the Department ID.
Cash Advance Level: This now automatically defaults. No entry is needed.
Default Profile Check Box: This box is typically checked.
Click SAVE: You MUST "save" after selecting the
Validate Button: Click
the "Validate" button to complete the process.
User & Expense Defaults:
NOTE: "Entry Method" is no longer necessary for updating. "User Default" Tab is used if grant information will be defaulted into the Expense Report. In updating a profile, Entry will only be on the "EXPENSE TYPE DEFAULTS" section.
The section "Time Defaults" should be ignored--no data should be entered in this section.
- PC Business Unit: This should always be GRT01 (only specific departments are authorized to use other selections. if you need to enter something different, check with your supervisor to make sure you are authorized to use the "other" selection.)
- Project: You need to know the project code and always enter it.
- Activity: You will ALWAYS enter a "1" for this field.
Define general default preferences.
Training & Documentation
Prior to creating a Travel Expense Report for an Employee, you will need to make sure that the Employee is "Verified/Valid" (eligible) for a reimbursement. View this "How-To" guide to find this information in PeopleSoft.top