Home State Employees CalATERS Global CalATERS Travel Advance and Expense Reimbursement Employee Instructions

Employee Instructions

Create and submit Travel Advance or Expense Reimbursement forms for yourself.

Employee Instructions

• CalATERS Presentation (Demo)
• CalATERS Work Flow and Forms Processing (Detailed)
• Forgot Your User ID or Password? (Quick)
• Work Queue Overview (Detailed)
  • Update Your Profile (Detailed)
  • Change Your Password (Quick)
  • Assign a Preparer (Quick)
  • Assign a Submitter (Quick)
• Setting Up Laptop To Work Offline (Using Internet Explorer) (Quick)
• Working Offline (Using Internet Explorer) (Detailed)
• Working Offline (Using Internet Explorer) (Quick)
• Create Travel Advance (Detailed)
  • Create Travel Advance (Quick)
  • Misc. Actions Travel Advance Archive, Cancel, Delete and Change Forms (Detailed)
• Create Expense Reimbursement (Detailed)
  • Create Expense Reimbursement (Quick)
  • Specialized Account Coding (Detailed)
  • Specialized Account Coding (Quick)
  • Long Term Assignment (Detailed)
  • Non-Travel (Overtime Meals, Personal Auto...) (Detailed)
  • Misc. Actions Expense Reimbursement Archive, Cancel, Delete and Change Forms (Detailed)

Instruction Formats:
(Detailed) - step-by-step instructions with detailed explanation.
(Quick) - major steps to complete a function in two to four pages.
(Demo) - an on-line presentation.