How to Add Arrangers While Creating Your 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 process these reimbursements. The instructions below explain how you can create a TEM Profile in the Kuali Financial System (KFS) and how to add an arranger to your profile.

Getting to the TEM Profile Lookup Screen

Before you can add an arranger, you need to create your TEM Profile on the lookup screen:

  • Select the Finances/KFS tab from the yellow navigation bar. This will take you to a screen full of portlets related to the campus financial system.

  • Scroll down and find the Travel & Event Management portlet. 
  • Select the + icon to expand the TEM Profile section.
  • Select the TEM Profile Lookup link.

Creating a new TEM Profile

If the Create My Profile button appears in the top right corner of the lookup screen, you do not have a TEM Profile and need to do the following:

  • Select the Create My Profile button to initiate your TEM profile

Create profile button location

If the Create My Profile button does not appear in the top right corner of the lookup screen, you do have a TEM Profile and need to do the following:

  • Search for your TEM Profile by entering your UCInetID into the Principal Name field and clicking the Search button.
  • 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.)

add-arranger-lookup

Adding an Arranger to Your TEM Profile

Clicking the Create My Profile or Edit buttons 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]."
profile-description
  • Scroll down to the Arrangers tab - you can ignore all the others - and select the magnifying glass icon next to Principal Name.

profile-person-lookup

  • Enter the UCInetID or First and Last name of the person that you want to add as an arranger into the Principal Name field.
  • Click on the Search button.
  • Click the return value link next to the name of the person that you want to add as an arranger.

tem-person-lookup

  • You will be sent back to the previous screen with your arranger's information appearing in the Arrangers tab.
  • Select the green Add button.

add-save-submit

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

  • Select the Save button. 
  • Select the Submit button.

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