9.2 Creating User Templates

Purpose:  Use this document as a reference for creating user templates for expense reports in ctcLink.

Audience: Finance and Business Office staff

You must have at least one of these local college managed security roles:

  • ZZ PeopleSoft User

If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.

Creating User Templates

Navigation:  NavBar > Navigator > Employee Self-Service > Travel and Expenses > User Preferences > Create/Update User Template

  1. On the User Template search page, select the Add a New Value tab.
  2. Enter Document Template name.
  3. Select Template Type.
  4. Select Add.  The User Template page will display.
User Template search page

Note: The User Template page is used to create a template that pre-populates travel authorizations or expense reports for a specific user ID.

  1. On the User Template page, enter Description.
  2. Enter Short Description.
  3. Select Expense Type from the drop-down list.
  4. Select the Add multiple new rows [+] button.  A pagelet will display.
User Template page
  1. On the pagelet, Enter the number of rows to add.  
  2. Select OK. The pagelet will close.
User Template page with Enter Number of Rows to add pagelet
  1. On the User Template page, use the newly added rows to select additional Expense Types.
  2. Select Save.  The Save Confirmation page will display.
User Template page
  1. On the Save Confirmation page, select OK.  The User Template page will display.
Save Confirmation page
  1. Process complete.

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