TEM Profile
The TEM Profile (TTP) document is used to store detailed information about a traveler. The system references this information whenever a TEM Document is created for the user with this TEM Profile. Your institution may create and maintain TEM Profiles for both employees and non-employees (students, guest travelers, affiliates, etc.). Each TEM Profile for an employee is based, in part, on his or her KIM Person record. Non-employees do not usually have KIM Person records, so a typical TEM Profile for a non-employee is based on a Customer record in the Accounts Receivable module.
An
employee may maintain his or her own TEM Profile record. Arrangers can maintain
TEM Profiles that they have been directly assigned to or via the organization
hierarchy. Additionally, any user in the TEM Profile Administrator role may create and maintain a TEM Profiles for any
employee or non-employee in the administrator’s organizational hierarchy.
For information
about KIM Person, see KIM Person.
For information
about AR Customer, see AR Customer.
After you have selected TEM Profile, you have three options:
• To create a new TEM Profile for yourself, click the Create My Profile button.
Once you have created your TEM Profile,
this button will not display and your TEM Profile can only be edited.
• To set up a new TEM Profile record for employees or other affiliate groups within KIM, click the Create New From KIM button in the upper right corner of the screen. The system displays the TEM Profile document in create mode.
Displays only for authorized
users.
• To set up a new TEM Profile for non-employees, you will need to create an Accounts Receivable Customer first, Customer Type = Traveler. Once the Customer is created, click the Create New From Customer button. The system displays the TEM Profile document in create mode.
For more information about
creating a Customer, see Customer
Displays only for authorized
users.
• To display one or more existing records, enter search criteria as desired (see table below) and click the Search button.
TEM Profile Lookup field definitions
|
Title |
Description |
|
KIM Principal Name |
To find a TEM Profile with a specific principal name (commonly referred to as netID), enter the principal name or use the lookup icon to find it.
|
|
AR Customer Id |
To find a TEM Profile with a specific AR Customer ID, enter the AR Customer ID or use the lookup icon to find it.
|
|
First Name |
To find a TEM Profile with a specific first name, enter the name. |
|
Last Name |
To find a TEM Profile with a specific last name, enter the name. |
|
Traveler Type Code |
To search based on the type of traveler (employee or non-employee), select the type from the list. |
|
Primary Department Code |
To search based on the chart and org code of the traveler’s department, enter the chart and department code. For example, BL-PSY. |
|
Account Number |
To search based on the traveler’s default account number, enter the number or use the lookup icon to find it. |
|
Return Only my Travelers? |
If you are an arranger, you can use this field to return only those TEM Profiles that you can edit. Click the yes button to return only those TEM Profiles for which you are an arranger, click No or Both to return all TEM Profiles. |
|
Active Indicator |
To search based on the status (active, inactive, or both) of the desired TEM Profile, click the appropriate button. |
After you enter search criteria and click the Search button, the system displays a list of matching records at the bottom of the screen.
The edit link will only display when you have access to edit a TEM Profile.
Document Layout