Susan Franks, who retired earlier this year, recommended a Travel Reimbursement Checklist be sent to the requestor in advance of their trip, with the idea being to aid with pre‐travel plans & submission of the traveler’s post Travel Expense Reimbursement (TER) request. The current process was to send such a travel documentation checklist upon the traveler’s return from their trip, often making it too late to capture receipts and other travel documents and causing a lag in reimbursement turnaround time. This idea submission prompted a change to switch to today’s new process which now automatically sends a pre-trip email notification 7 days prior to the traveler’s departure. This email pre-notification contains a link to a Traveler Checklist and a Resource Guide.
Fellow Change Agents:
Judy Hamner, Stephanie Howser, Mike Lewis, Nolan Haire, Karen Schaller, Colette Gillespie, Aimee Losey, Amy Carlson, Caitlin Day Wedel, Chris Bell, Tim Spencer, Cindy Jacobson, Lori Gutsch, Dawn Kilburn, Morgan Philippi
Impact of idea:
Creates better traveler awareness and preparation for turning in reimbursement documentation on time.
