Expense Claims ESS Travel Out of District

Overview:

  • Employee Access
  • Upon return from the out of district travel, complete an Expense Claim indicating any costs accrued that you paid out of pocket. This Expense Claim will not include expenses purchased with a PO or P-Card, nor any costs (such as meals) included in the conference.
  • Important - You must add a Per Unit expense of Additional Charges, and then informational expense and comment with the Absence Management # to ensure the claim saves.  
 

Instructions:

  1. Open Employee Self Service and sign in with your Active Directory information. (ab012345@ad.matsuk12.us)
  2. Click “My Expense Reports” in the right-hand menu.

  3. Click “Add Claim” in top left.

  4. Choose the Claim type “Out of District Travel.” 
  5. From the “Claim Details” screen that loads, fill out the following information: Fill out all required fields 
  6. If you get an error similar to this you have missed a required field.  
  7. The Per Diem page will load, select those that apply, and click Next. 
  8. The Per Unit page will load next, add any unit expense that apply. 
    You MUST add an Additional Charges line. When you click Next  the other expenses page will load, Add informational expense,choose Absence Management #, Enter the # in the comment field click Next. 
  9. Be sure you have entered all your Per Unit expenses: mileage, baggage, hotel, car rental, etc., if you need to enter more use the previous button to get back to that section. 
  10. On Attachments section attach your receipts and any other needed documentation. Next
  11. Review your submission and use the Submit button to complete the claim.   You can save for later if you have more to add. 
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