Travel Process Overview
The steps below are intended to provide state travelers with a high-level overview of the travel and expense process for the State of Ohio.
||The state traveler creates a travel authorization in the Travel and Expense application in OAKS.
||Once the employee submits the travel authorization for review, the module creates an electronic notification that is sent to the employee's supervisor. The supervisor electronically reviews the travel authorization for approval. If the supervisor approves the travel authorization, the module electronically notifies the state traveler that he/she is authorized to travel.
||Once the state traveler has completed traveling, he or she creates an electronic expense report in the Travel and Expense application and emails or mails the travel receipts to Ohio Shared Services.
||The expense report is processed by Ohio Shared Services. When Ohio Shared Services receives the receipts from the state traveler, the receipts are scanned and electronically archived.
||Ohio Shared Services reimburses state travelers electronically via direct deposit to the traveler's bank account currently listed in the Human Capital Management System where the employee receives his/her paycheck deposit. This step reduces costs in printing and mailing, and enables faster reimbursement to the state traveler.
For more information on Ohio Shared Services, click here