TEM Resource Page

TEM was upgraded successfully on March 2, 2014! Please note that all job aids have been updated to reflect the new functionality.

 

Watch this video for a TEM overview.

Travel and Expense Management (TEM)

TEM is a web-based system for submitting, approving, and tracking requests for:

  • Travel and Miscellaneous Reimbursements
  • Non-Purchase Order Payments to Vendors
  • Pre-Trip Approval (optional)

Before logging into TEM, watch the TEM Overview video (at the right) or review the job aids under Getting Started.

Employee Reimbursements and Payments to Vendors

For job aids with step-by-step instructions on creating, submitting, and approving Expense Reports and Travel Plans, click the links below.

To submit a request using TEM, start by creating an Expense Report (ER) or a Travel Plan (TP).

  • The Expense Report
    • Travel reimbursements to employees
    • Travel expenses for non-employees
    • Miscellaneous reimbursements to employees
    • Non-purchase order payments to vendors
  • The Travel Plan
    • A feature which may be used to meet the requirement for pre-trip approval for employees traveling on University business.

Get started by selecting a job aid:

  1. Roles and Responsibilities Link opens PDF file [updated: 3/3/14]
  2. TEM System Workflow Link opens PDF file [updated: 3/3/14]
  3. The Expense Report and Travel Plan Workflow Link opens PDF file [updated: 3/3/14]
  4. The Proxy Role Workflow Link opens PDF file [updated: 3/3/14]
  5. System Navigation Link opens PDF file [updated: 3/3/14]
  6. Set Default Project (C-FOP) Link opens PDF file [updated: 3/3/14]
  7. Add a Proxy Link opens PDF file [updated: 3/3/14]
  8. Workflow Status of ERs and TPs Link opens PDF file [updated: 3/3/14]
  9. Filter Documents Link opens PDF file [updated: 3/3/14]
  10. Recall an Expense Report (Document) Link opens PDF file [updated: 3/3/14]
  11. Search for a Document as a Post-Pay Auditor Link opens PDF file [updated: 3/19/14]

Business Meals and Shared Hotel Link opens PDF file [updated: 3/3/14]
Arranged Travel Link opens PDF file [updated: 3/3/14]
Attach a T-Card Transaction Link opens PDF file [updated: 3/3/14]
Charge Code Allocations Link opens PDF file [updated: 3/3/14]
Create an Expense Report (ER) Link opens PDF file [updated: 3/3/14]
Lodging and Car Rental Itemization Link opens PDF file [updated: 3/3/14]
Open and Close a Program Advance Link opens PDF file [updated: 3/3/14]
Open and Close a Travel Advance Link opens PDF file [updated: 3/3/14]
Per Diem Meals Link opens PDF file [updated: 3/3/14]
Purpose of the Document Link opens PDF file [updated: 3/20/14]
Replenish a Program Advance Link opens PDF file [updated: 3/3/14]
Replenish Petty Cash Link opens PDF file [updated: 3/3/14]
Review and Approve Link opens PDF file [updated: 3/3/14]
Search for a Project (C-FOP) Link opens PDF file [updated: 3/3/14]
Search My Documents Link opens PDF file [updated: 3/3/14]
The Proxy Link opens PDF file [updated: 3/3/14]
Travel Plan for Pre-Trip Approval Link opens PDF file [updated: 3/3/14]
Travel Categories Link opens PDF file [updated: 4/1/14]
Workflow Status of ERs and TPs Link opens PDF file [updated: 3/3/14]

Expedited Payment Request Link opens PDF file [updated: 7/7/14]
Miscellaneous or One-Time Vendor Payments Link opens PDF file [updated: 7/7/14]
Purpose of the Document Link opens PDF file [updated: 3/3/14]
Search My Documents Link opens PDF file [updated: 3/3/14]
Banner Vendor ID and Address Query Link opens PDF file [updated: 4/3/14] 
Banner Vendor Setup and Update Link opens PDF file [updated: 3/3/14]
Workflow Status of ERs and TPs Link opens PDF file [updated: 3/3/14]

Travel Card (T-Card)

The University of Illinois T-Card is a charge card that may be used by University employees to purchase qualified travel expenses, business meals and catering. It is a University paid, University liability MasterCard® which may be used to relieve the employee from significant out of pocket expenses. The Department Head identifies unit employees who will be issued T-Cards.

T-Card Roles and Responsibilities Link opens PDF file [updated: 7/8/13]

T-Card Training and Certification Quiz Link opens new window

Business Office Functionality

This section contains information necessary to manage the travel budget, gain system access, and perform user maintenance. If your job role requires you to do any of these functions, click the links below to access related job aids.

Webinar Link opens Flash Video [21min 48sec] [recorded: 2/27/13]
Q & A Link opens PDF file [posted: 2/27/13]
Slides Link opens PDF file [posted: 2/27/13]

All Banner reporting is facilitated by DECISION SUPPORT. Custom reports may be generated in Business Objects and accessed through the Enterprise Data Warehouse (EDW) to meet the unique needs of your department. To learn more about reporting and obtain the necessary access and training to utilize these reporting tools, please visit the DECISION SUPPORT home page (http://www.aits.uillinois.edu/services/reports_and_data Link opens new window).

Last Updated: September 15, 2014