Job Aid. ESS How to Delete or Cancel a Travel Request

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2 Table of Contents Overview... 3 Objectives... 3 Enterprise Roles... 3 How to Delete a Travel Request... 4 How to Cancel a Travel Request Umoja Training How to delete or cancel a Travel Request 2/13

3 Overview This Job will demonstrate to the staff member and/or Travel Administrator how to delete or cancel the previously submitted Travel Request regardless of where in the Workflow queue it is at the time of cancellation. Objectives This Job will walk the staff members and/or Travel Administrator through the process of deleting or canceling a Travel Request. Please note that this Job is a condensed version of the steps needed to perform this function. A more detailed version with steps simulation can be located here: To Request Cancellation of a Travel Request already submitted for approval NOTE: The above links will lead you to simulations, interactive recordings of the Umoja system, used to help facilitate a hands-on learning experience. Users can access simulations in three different modes: Show me: Users view a video of an entire transaction being conducted Let s do it together: Users will be prompted to input data at key points during the transaction (recommended) Try it: Users can complete an entire transaction on their own, with no additional instructions provided Enterprise Roles Employee s Self-Service (available to those staff members with access to Umoja, otherwise a Travel Administrator has the rights to delete or cancel a Travel Request on traveler s behalf). Umoja Training How to delete or cancel a Travel Request 3/13

4 How to Delete a Travel Request 1. Log into Employee Self-Service Portal 2. Click the Employee Self-Service SM tab at the top of the screen. 3. Select Traveler Work Center from the Employee Services page to view the list of your Travel Requests. Umoja Training How to delete or cancel a Travel Request 4/13

5 4. On the Overview page click Filter to search for the Travel Request you wish to delete or cancel Umoja Training How to delete or cancel a Travel Request 5/13

6 5. In our example we select trip number 72. Therefore, once you enter 72 in the Trip Number field and press Enter on your keyboard, the only trip displayed on the screen will be trip #72. Click on the grey bar next to #72 to select the trip. Umoja Training How to delete or cancel a Travel Request 6/13

7 6. If the Travel Request for trip #72 is in the DRAFT & SAVED status, all you need to do is click the Delete button to delete and terminate the Travel Request in question. Umoja Training How to delete or cancel a Travel Request 7/13

8 7. Delete the Travel Request (72) 8. Click the Scroll Down icon to Click button to confirm deletion of the request. Umoja Training How to delete or cancel a Travel Request 8/13

9 9. The screenshot similar to the below one should appear. The system displays a confirmation message once an action has been completed. Request, plan and expense report of trip number have been deleted statement confirms that your request was deleted. 10. Click button to return to Employee Self-Service portal. Umoja Training How to delete or cancel a Travel Request 9/13

10 How to Cancel a Travel Request 1. Under All My Trips tab select the Travel Request you wish to cancel and then click button to begin the Request Cancellation process for the already submitted request. The status of the request in this example is To Be Approved, thus the request for cancellation will be sent to all the approvers, and the one in whose queue it is at the time will need to take action to cancel the request. The workflow status in the Work Center will change to Cancellation Requested (see the screen shot below). Umoja Training How to delete or cancel a Travel Request 10/13

11 2. The below screenshot will appear. Click on the Scroll Down icon Umoja Training How to delete or cancel a Travel Request 11/13

12 3. Click button on the bottom of the page to confirm cancellation of the request. 4. As required, complete/review the following fields by providing a valid/explanatory justification for cancellation, and click to save the Reason for Cancellation. Umoja Training How to delete or cancel a Travel Request 12/13

13 5. Click to close the Travel Request screen. The system gives the following confirmation message once an action has been taken - for Cancellation Request sent successfully confirming that the request for cancellation was sent to the approver/s. Umoja Training How to delete or cancel a Travel Request 13/13