Over the past year, the Travel and Complex Payments (“Travel”) Office has been working on several new planned initiatives that will decrease processing time for travel reimbursement requests and improve the customer experience. These new initiatives were approved for campus-wide roll-out at the Chancellor’s April 11th Cabinet meeting. If you haven’t already, we strongly encourage you to start using the new forms now to make the transition easier.
When are these new initiatives effective?
July 1, 2016
Those who travel or prepare travel paperwork for UNC Charlotte business purposes or both.
|New Travel Authorization & Reimbursement Forms||Why?|
|Delegated Authority for Travel Reimbursements||Why?|
|The Travel Prepayment Request form will be eliminated. The Travel Advance Request will be a stand-alone form.||Why?|
Links to all forms will be on the Financial Services Forms page.
One of our overall goals is to increase customer service and transparency. These changes will enable the Travel Office to provide better targeted, ongoing customer service and guidance, and monitor compliance with travel policies.
Will there be training?
Yes! To assist users with this transition, we will hold two presentation/training sessions as well as two drop-in sessions on the new travel forms at the dates, times, and locations listed here. No registration is required.
We will also be meeting will key colleges/departments across campus between now and July 1st. If you would like one-on-one departmental training for your area, please contact us.
Other improvement efforts completed:
Updated Travel Manual
New “Know Before You Go” guide
Other improvement efforts being considered:
Electronically submitting forms in Perceptive Content (formerly ImageNow)
Updated Mileage & Parking form
- Updated Missing Receipt Affidavit form
Thank you to all of the areas that participated in the delegated authority program pilot. Three pilot phases involving 18 departments were conducted since May 2014 and resulted in multiple process efficiency gains and improved customer experience. User feedback led to many form and process improvements to meet campus travel needs. We are grateful for your time and commitment to making this program successful in each of your areas.
We realize these are significant changes, and we will provide resources (both human and system) to guide you successfully through this transition.
Please look for further communications regarding these changes and don’t hesitate to reach out to the Travel Office with questions at TravelComments@uncc.edu.
Ron Sanders, Associate Controller
Julie Hughes, Travel & Complex Payments Supervisor