Home State Employees CalATERS  Travel Advance and Expense Reimbursement Preparer Instructions

Preparer Instructions

Prepare Travel Advance or Expense Reimbursement forms for other employees. All forms are forwarded to the employee for review and submission to their Approver.

Preparer Instructions

• CalATERS Presentation (Demo)
• CalATERS Work Flow and Forms Processing (Detailed)
• Forgot Your User ID or Password? (Quick)
• Work Queue Overview (Detailed)
• View User's Profile (Detailed)
  • Change Your Password (Quick)
  • Create Travel Advance (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)

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.