Whether this is your first time traveling on University business or you need help with a specific travel question, there are plenty of resources available to you.
Training
he Finance Team will be holding Coffee Hours to share information on new policies, processes, and implementations. It is also an opportunity to ask questions and provide feedback. The first Coffee Hours with Financial Services will be held virtually via Zoom on Thursday, Jan. 25 at 10 a.m. with future Coffee Hours being held on the third Thursday of the month. We hope to see you there!
CSUCI Training
The Procurement and Accounts Payable teams conducted live Per Diem Q&A Sessions for CSUCI employees in January 2024. The Per Diem presentation and previous training reference materials are below.
Want to review the training materials from the recent live training? You can find the materials here:
- Per Diem Travel Rates Information Session, (PDF, 509KB)
- Booking Travel in Certify (PDF, 678KB)
- Creating and Submitting Expense Reports in Certify (PDF, 3.3MB)
- Approving Expense Reports in Certify (PDF, 1.2MB)
Certify Video Tutorials
You can also check out these training videos from Certify any time you want:
- How to Book Travel
- How to Create an Expense Report
- How to Approve an Expense Report
- More training videos ...
Process Guides
Step-by-step instructions for CSUCI users on how to use Certify. Great for when you need to complete a specific task in Certify:
- Basic User Process Guide (PDF, 3.8MB)
- Booking Process Guide (PDF, 1.4MB)
- Approver Process Guide (PDF, 1.4MB)
- Certify Basic User Process Guide (PDF, 3.9MB)
- CSUCI Travel Procedures & Regulations (PDF, 718KB)
- More resources
Important Resources for Booking Travel
- Certify Booking Process Guide (PDF, 1.4MB)
- CSUCI Travel Procedures & Regulations (PDF, 1.6MB)
- Enterprise Rent-A-Car Guidelines
- More resources
Certify Support
Need more help? Certify has a support site with answers to common questions and a support team who can help you with any issues you may have. Click below to login to Certify, then click the Support link in the upper right corner.