Creating User Templates

Purpose:  Use this document as a reference for creating user templates for Expense Reports or Travel Authorizations in ctcLink.

Audience:  Employees or Travelers.

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: 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 a user defined Document Template name.
  3. Select Template Type:
    • Expense Report.
    • Travel Authorization.
  4. Select the Add button.  The User Template page will display.
Doc Template

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 a Description.
  2. Enter a Short Description.
  3. Select an Expense Type from the drop-down list.
  4. Select the Add multiple new rows [+] button.  A pagelet will display.
  5. On the pagelet, Enter the number of rows to add.  
  6. Select OK. The pagelet will close.
Add a Description and Short Description and select Ex Types
  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.
Add expense lines
  1. On the Save Confirmation page, select OK.  The User Template page will display.
Save confirmation
  1. Process complete.


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