Setting up your TEM Profile
With the new Kuali Financial System (KFS) you must create a profile in order to be reimbursed for travel/event-related purchases. Adding us as an Arranger on your profile will allow us to submit reimbursements for you.
To get started, watch this instructional video or follow the below steps:
Step 1 - Access KFS TEM via ZOTPortal
- Login to ZOTPortal.
- Select the Finance/KFS tab on the yellow navigation bar.
- Under the KFS Travel & Event Management section, click TEM Profile. Then click the TEM Profile Lookup item.
Step 2a - Create your Profile
- If the "create my profile" button does not appear in the upper right corner, this means you already have a user profile setup. If you already have a profile, proceed to Step 2b.
- If the "create my profile" button does appear in the upper right corner, you must create a profile. Click on create my profile and move on to Step 3.
Step 2b - Search/Edit your Profile
- Fill in the name fields to perform a search. You can also search by UCInetID.
- Click search.
- Open your profile by selecting the "edit" link.
Step 3 - View your TEM Profile
- Start filling out the required fields in each tab, denoted with an asterick (*).
- Enter data in the Description Field describing what action is being taken i.e. "New Profile for John Smith".
- In the Status tab, please make sure that the Active Box is check-marked.
Step 4 - Complete the Arrangers tab
- Click the magnifying glass icon.
- Under "Principal Name" enter your Arranger's UCInetID (arnoldg1).
- Alternatively, you can also search by First and Last Name.
- Click the return value link.
- Click the add button in order to add the Arranger to your Profile.
Step 5 - Save and Submit
- Scroll to the bottom of your profile and select the save button.
- Once your changes are complete, click submit.