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Reimbursement Requests - Travel

If you have attended a conference, or done other travel that pertains to the RAD Lab, you will need to follow these steps to be reimbursed for your expenses:

  1. Go to the erso website,
  2. Click the “Forms and Procedures” link from the lower left menu bar
  3. Scroll down to the Travel and Entertainment menu
  4. Click on the correct travel reimbursement form link
  5. Fill out the form (Make sure to include relevant airfare, even if CTS purchased your flight, you should include this information in the Airfare and CTS lines.)
  6. Print the form out, then sign and date it
  7. Tape all itemized receipts to a piece of 8.5 X 11 Paper (*It is important for all trips to attain itemized receipts, which list everything consumed, tax, etc.)
  8. Scan the Travel Reimbursement Form, CTS form, Conference Registration Receipt, food receipts, travel receipts and any other relevant documentation or receipts into a pdf
  9. Click the “Intranet” link from the lower left menu bar
  10. Select the “Services” link from the menu bar
  11. Check with about who to select as your PI or unit head’s name from the drop‐ down list under the “Requesters” section (*you should always check with RADLab-admin about your PI, because this is often dependent on what project we are charging the expense to.)
  12. Click the “Travel Payment Request” button
  13. Follow the instructions above the form to fill it in properly.
  14. If your name is not listed in the payee drop down menu, you should type “payee: your name, and your email address” as the first thing in the “Trip Purpose Destination, Travel Date, (max 500 chars.)” field
  15. After you have clicked the “submit request” button, upload the pdf that you made earlier with the Travel Reimbursement Form and relevant receipts and documentation
  16. Once you have uploaded, your reimbursement will be in the que, and processed. Your request is now submitted and automatically routed to the unit head or delegate in your research group for approval. Once approved, the request is forwarded to the appropriate unit for processing
  17. You’ll receive an email with the subject line [Travel Reimbursement Status] Requested #XXXX, confirming submission of the request
  18. Retain your original receipts as backup until the request is processed to insure that the scanned documents are readable by Reimbursement Services
admin/travel_reimburse.txt · Last modified: 2014/06/26 13:49 by mhuang