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Steps | What you need to do | How to do it |
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1 | Access the TEM Profile Lookup feature
| In the KFS Travel & Entertainment portlet, select the TEM Profile and then select TEM Profile Lookup. |
2 | Search for the UCInetID | - In the Principal Name field, enter the UCInetID and then press Search down below.
- When you find the UCInetID you're looking for in the search results down below, select Edit.
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3 | Add a Profile Arranger | - If it isn't already open, press Show next to the Arrangers tab.
- Lookup the user's UCInetID by pressing the spyglass icon.
- In the Principal Name field, enter the UCInetID and then press Search down below.
- When you find the UCInetID you're looking for in the search results down below, select return_value.
- Once you are back in the Profile, press Add to add the user as a Profile Arranger.
- The person 's name will now appear in the Arranger Information sub-tab with an orange asterisk on either side of their UCInetIDs.
- Repeat the steps above to add another Profile Arranger.
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4 | Edit your Profile Arranger(s) | - Check or clear the boxes next to the document types you would like them to be able to initiate (TAs, TRs, etc).
- If you have multiple Profile Arrangers, you can make one of them Primary by checking the Primary box.
- If you'd like to deactivate an arranger, deselect the Active box.
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Here's how to add/change your Default Accounting information (the Account Number you use most often)
While you're here, you can also enable and disable email notifications for Travel Authorizations, Travel Reimbursements, etc
Steps | What you need to do | How to do it |
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1 | Enable/disable email notifications | - If it isn't already open, press Show next to the Email Notification Preferences tab.
- Select or deselect the boxes to receive notifications (e.g. TAs reach FINAL status, TR status changes, etc)
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And
hereHere's how to enable and disable email notifications for Travel Authorizations, Travel Reimbursements, etcadd/change your Default Accounting information (the Account Number you use most often)
Steps | What you need to do | How to do it |
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1 | Enable/disable email notifications | - If it isn't already open, press Show next to the Email Notification Preferences tab.
- Select or deselect the boxes to receive notifications (e.g. TAs reach FINAL status, TR status changes, etc)
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When you are done editing your TEM Profile, here's how to save your changes.
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