TEM Arranger Dashboard

The Travel and Event Arranger Dashboard is a new tool that allows travel arrangers to view whether someone created a TEM profiles, view enroute documents for their travelers/employees they are an Arranger for, and assist with reconciling corporate card charges for Travel and Event payees.

How to Access

  1. Log in to ZotPortal and navigate to the Finance/KFS Tab.
    • If accessing from off-campus, make sure you are logged into the Software VPN.
  2. Navigate to the Travel & Event Mgmt section.
  3. Expand the Arrangers Tools menu.
  4. Select Travel and Event Arranger Dashboard. 

ZotPortal Homepage, Finance Tab

Zot Portal Travel & Event Mgmt – Event Arranger Dashboard

Tip: For step-by-step instructions with screenshots on how to access KFS from the KFS homepage and use the Jump To box (Ctrl+K / Cmd+K) for quick navigation, see the KFS Access Guide.

If you need help logging into the OIT Software VPN, or are unsure about your KFS access, see Accessing the Kuali Financial System. This page also helps you identify your Department Security Administrator (DSA), who can assist with access issues.

Search for a TEM Profile

The Search for a TEM Profile section (right-hand side of the screen) allows Arrangers to search for a particular person in their organization and see if that person has a TEM profile.

If the person does not have a TEM profile, there will be a link to the instructions that the potential Arranger can send to the employee, on how to create their own TEM Porfile. Note that UCPath is constantly updating KFS with Active employee status, and only someone whom has not created their TEM Profile before, and is on Active employment status in UCPath (including CWR employees), will be able to create a brand new TEM Profile. Instructions to create a TEM Profile are also available on our website.

The Search field only accepts UCInetID’s.

Search for a TEM Profile section on the right-hand side of the Arranger Dashboard, showing a UCInetID search input field
If no TEM profile is found for the entered UCInetID, a link to profile creation instructions will appear for the Arranger to share with the employee.

My TEM Payees

The TEM Payees section will show all payees that the Arranger is a TEM Organization Profile Arranger for. This is a KSAMS Role-based access report. This dashboard will not include individual Arrangers that a Traveler added manuall to their TEM Profile. Organization Arrangers can Filter by First and Last Name, Active vs. Inactive TEM profiles, and Organization code. (Partial names can be entered in the Filter TEM Payees prompt, but UCInetIDs will not work.)

My TEM Payees section showing a list of payees with filter options for First and Last Name, Active or Inactive TEM profile status, and Organization code
The My TEM Payees section lists all payees associated with the Arranger's Organization Profile Arranger role. Note that travelers who manually added the Arranger to their TEM Profile will not appear here.

If a traveler has reimbursements that are Enroute, the number of reimbursements will appear next to their name. Arrangers can click on the document number to open and view the enroute document in KFS (prior login to KFS needed).

TEM Payees list with a traveler entry showing a number indicating enroute reimbursements displayed next to their name
When a traveler has enroute reimbursements, the count appears next to their name in the payees list.
Expanded payee entry in the TEM Payees list showing enroute reimbursement document details including document numbers
Clicking the enroute reimbursement count expands the payee entry to reveal individual document details and clickable document numbers.
KFS enroute reimbursement document opened from the Arranger Dashboard by clicking a document number
Clicking a document number opens the full enroute document in KFS. A prior KFS login is required to view the document.

Pending Documents

The pending documents section will display a color chart representing the status of enroute documents. Hovering over each color will show the status. Selecting a color bar in either the graph, or the legend boxes will take the Arranger to a screen displaying all documents with the selected status.

Pending Documents section showing a color-coded bar chart with a legend representing the different statuses of enroute documents
Hover over a color segment to identify its status, or click a segment in the chart or legend to view all documents with that status.

In the TEM Document Details screen Arrangers can filter by Status and Payee (First or Last Name).

Arrangers can also open the TEM document by clicking on the document number, and elect to send the payee a reminder email by clicking on the "Send Email Reminder" link.

TEM Document Details screen showing a filtered list of enroute documents with Status and Payee filter fields, clickable document numbers, and Send Email Reminder links
The TEM Document Details screen allows Arrangers to filter by Status or Payee name, open individual documents, and send reminder emails directly to payees.

Card Charges

The Card Charges section allows Arrangers to view all card charges for their payees. This can be filtered by Payees, in the prior "My TEM Payees" section.

  • The Transaction date will appear red when the current date is 30 days or more past the transaction Posting Date.
  • Document numbers in the Assigned Document column indicate that the charge has been imported into a TR or ENT Reimbursement document, but it may not yet be final. Arrangers can click on the Assigned Document number to view the reimbursement document.
  • The "Not Reconciled" drop down allows Arrangers to toggle between Unreconciled charges, Reconciled charges, and charges that have been Cleared centrally by Travel Accounting.
Card Charges section showing a table of corporate card charges with transaction dates highlighted in red for overdue items, an Assigned Document column with linked document numbers, and a Not Reconciled dropdown filter
The Card Charges section provides a full view of corporate card activity for the Arranger's payees, with visual indicators for overdue charges and tools for tracking reconciliation status.