Creating a TEM Profile

TEM Profiles are an essential component of the Travel & Event Management (TEM) function. They help with controlling whom can assist with your reimbursements and has access to view them. They also contain information for applying for Corporate Travel or the CTS card. Employees seeking reimbursement via TEM eDocs must have created their own TEM Profile, to be paid/reimbursed for TEM-related expenses. Access to initiating TEM eDocs also requires having or creating a TEM Profile. This guide will teach you how to create your own TEM Profile and add an arranger.

Important Access Note: Only employees with an active Employee Appointment in UCPath have access to KFS. Employees on a break or leave (incl.short work break) status, and Students who are not employees, should be reimbursed as a one-time payee or student.

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 must download (one-time) OIT's Virtual Private Network (VPN) Software. You will need to log in and check that the connection is active before clicking on any KFS related links. View OIT's VPN instructions.

KFS home page side menu with the Jump To search field highlighted
Select the Jump To field in the KFS side menu to begin searching for the TEM Profile lookup.
  • Enter "tem profile"
  • Select the Tem Profile link
KFS Jump To field showing search results for 'tem profile' with the TEM Profile link displayed in the dropdown
After typing 'tem profile' in the Jump To field, select the TEM Profile link from the results to open the TEM Profile Lookup page.
  • Select the “Create My Profile” button to initiate your TEM profile. This will only appear if you have never created a TEM Profile before.

Helpful tip: Do not select the search button or the magnifying glass or enter data. If you have never created a Profile, there is nothing to search for. Instead, you should see the Create My Profile Button when the TEM Profile Lookup page opens in the upper right side of the TEM Profile Lookup screen.

TEM Profile Lookup page with the Create My Profile button visible in the upper right corner
The Create My Profile button only appears for users who have not previously created a TEM Profile. Do not use the search fields or magnifying glass before clicking this button.

The TEM Profile eDoc will automatically open upon creation.

Newly created TEM Profile eDoc open and ready for review, with the Submit button visible at the bottom
The TEM Profile eDoc opens automatically after creation. If no arranger needs to be added, scroll to the bottom and click Submit. The document must be submitted on the same day it is initiated.

Select the Submit button if you do not need to add an arranger at this time. The document must be submitted on the same day that it is initiated.

If you do need to add an Arranger, follow these steps:

  • Scroll down to the Arrangers tab and type in the UCInetID (or search if unknown) of the person that you want to add as an arranger into the Principal Name field.
  • 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 for entering a UCInetID, checkboxes for Allow to initiate TA Document and Allow to initiate TR/RELO/ENT document, and the Add button
In the Arrangers tab, enter the arranger's UCInetID, check the appropriate document initiation boxes, and click Add. After adding all arrangers, scroll to the bottom of the page to submit the document.

Once Arrangers have been added, and you have reviewed your information like Default Account (optional), you need to finalize the document to create your Profile. The button for saving and submitting the document is at the bottom of the window.

  • Select the Submit button to create your TEM Profile and complete the process! The document must be submitted on the same day that it is initiated.

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