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Steps to responsible Travel Planning and for applying for Travel Funding:
1) Prepare a GA/GTA substitution request and get approvals
2) Apply for travel authorization through the department
3) Set up a delegate
4) Collect receipts for reimbursement
Detailed instructions for each step are included below.
In general, any kind of travel should be scheduled and planned to avoid or minimize interference with graduate student employment as a GA/GTA/GRA. This applies both to business travel (conference, interview, collaboration, etc.) and personal travel (holidays, vacation, etc.) Personal travel should be limited to breaks between semesters. Note that GA/GTA/GRA employments begin weeks before the start of the teaching semester and end weeks after commencement.
If the graduate student travel occurs during a GRA employment period, the travel plans need to be discussed and approved by the graduate student’s adviser before travel plans are finalized.
If the graduate student travel occurs during a GA/GTA employment period, the travel plans need to be discussed and approved by the graduate student’s adviser as well as the faculty directing all affected GA/GTA activities. Graduate student X on GA/GTA employment must find a substitute Y to fill his/her function during the time of travel and demonstrate that the substitution is possible without any overlap conflicts. The requested substitute Y needs to be named. The requested substitute Y must be approved by the faculty directing the GA/GTA employment of traveler X, by the research adviser of substitute Y, and by the faculty directing the GA/GTA employment of Y (if any).
The GA/GTA substitution permissions need to be collected with the online Graduate Student Travel and GA/GTA Substitution Request form. All approvals are required before travel plans are finalized. Failure to do so will be recorded and will reduce eligibility for future GA/GTA employment.
January 1, 2021
Here are the instructions for setting up a delegate:
1. Go to the webapps link. Here you will click Web Applications Login and select "Travel & Expense" and proceed to login to Oracle People Soft.
2. You will arrive at the UM System finance screen and should select "Travel and Expenses". Once on this page, select "Expenses WorkCenter" located on the left side.
3. On the left side of "Expenses WorkCenter" click "Delegate Entry Authority". A list of who you have delegated authority to for reconciling, expenses and reimbursements will be shown.
4. Click the + button on the right side of this page and in the User ID column, type "heldenbrandt" and click search. Once the page comes up, select "Heldenbrand, Tammy" and click "Save" and "OK.
1. Receipts for payment can be submitted immediately after being received. Any receipts received via e-mail (e.g., airline tickets, conference registrations, etc.) can be forwarded to Tammy Heldenbrand.
2. All original receipts must be given to Tammy Heldenbrand, however it is recommended that you make an e-copy or hardcopy for yourself. Cash register receipts must be taped on copier paper (single sided) for filing purposes and will not be accepted otherwise. The receipts should not be stapled, as each individual receipt has to be pulled for scanning.
3. Receipts for meals must be submitted as itemized. Hotel stays will not be reimbursed until after the stay, when you have the final receipt. If you are staying in an Air BNB, the payment is required prior to stay and the receipts can be submitted beforehand.
4. The receipts will be attached to the expense report and filed by MOCODE.
Things to Note: If you are reimbursed and do not participate, you will have to pay the university back. If the trip is cancelled, you will also have to pay the university back for reimbursements and these will be attributed to the correct MOCODE. No itineraries or estimated expenses will be accepted as proof of payment, all must be in the form of a finalized receipt. Some room should be left on the papers with the receipts attached so that notes can be made.