Adding an Arranger to an Active TEM Profile

Employees seeking reimbursement via TEM eDocs must have or create a TEM Profile in order to be paid/reimbursed for TEM-related expenses. Arrangers are people who have access to your TEM profile, in order to help create these reimbursements. The instructions below explain how to add an arranger to your profile.

Important Note: To access KFS and other secure UCI online systems, all users must use a UCI Internet Connection. If working off-site or remotely, you'll need to download (one-time) and ensure OIT's Virtual Private Network (VPN) Software is active. View OIT's VPN instructions.

If you have not created your TEM Profile, please see our How to Create a TEM Profile and add an Arranger guide.

Getting to the TEM Profile Lookup Screen

KFS dashboard with the Jump To navigation field visible in the interface
The Jump To field in the KFS navigation bar provides quick access to KFS modules by keyword.
  • Enter "tem profile"
  • Select the Tem Profile link
KFS Jump To field showing autocomplete suggestions with the TEM Profile link listed
After typing "tem profile," select the TEM Profile link from the dropdown suggestions to navigate to the lookup screen.

Editing Your TEM Profile

  • Search for your TEM Profile by entering your UCInetID into the Principal Name field and clicking the Search button at the bottom of the TEM Profile Lookup.
    • If you have a TEM Profile, it will appear in the search results.
  • Click the Edit link next to your name in the search results. (Expand the picture below to see the location of the aforementioned buttons highlighted in green.)
TEM Profile Lookup results page with the Search button and Edit link highlighted in green next to a user's profile entry
The Search button and Edit link are highlighted in green to indicate their locations in the TEM Profile Lookup results.

Adding an Arranger to Your TEM Profile

Clicking the Edit button initiates a document in KFS that processes and records the addition of a new Arranger to your TEM profile.

  • As with all KFS Documents, you must enter a description and explanation in the Document Overview tab.
    • The Description should be something very short. For example, it can just be your name.
    • The Explanation should be something simple like "Adding an arranger to TEM Profile for [Your Name]."
KFS Document Overview tab with the Description and Explanation fields filled in
Both the Description and Explanation fields in the Document Overview tab must be completed before proceeding.
  • Scroll down to the Arrangers tab - you can ignore all the others - and enter the UCInetID of the person that you want to add as an arranger into the Principal Name filed
  • Check the Allow to initiate TA Document box
  • Check the Allow to initiate TR/RELO/ENT document box
  • The active box should already be checked. If it's not checked, go ahead and select it so that it has a checkmark.
  • Select the Add button
TEM Profile Arrangers tab showing the Principal Name field, Allow to initiate TA Document checkbox, Allow to initiate TR/RELO/ENT document checkbox, Active checkbox, and Add button
Enter the arranger's UCInetID, check the appropriate permission boxes, confirm the Active checkbox is selected, then click Add.

Now you just need to finalize the document and complete the process. The button for submitting the document is at the bottom of the window, so ...

  • Select the Submit button. The document must be submitted on the same day that it is initiated.

And that's it! KFS will automatically process your document requesting a travel arranger.

For more information, we have a guide on how TEM Profiles and TEM Arrangers work.