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Certification of Personal Travel to a Foreign-Adversary

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This job aid outlines the process for an Employee and their Manager to complete the Certification of Personal Travel to a Foreign-Adversary process.

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Important Information

You can access the Create Request task by searching for Create Request or you can add the Requests App to your Workday menu

Getting Started

  1. Search for the Create Request task in the search bar and select it.arrow pointing where to type and box surrounding the create request to select
  2. In Request Type box, select Certification of Personal Travel to a foreign-adversary. filled in request type with certification of personal travel to a foreign adversary
  3. Select OK.
    Note: There is currently only one request type that can be selected.
  4. On the Certification of Personal Travel to a foreign-adversary page, fill in the required information.
    • When do you intend to leave for travel? Enter the date you will be leaving.
    • When do you intend to return from your travel? Enter the date you plan to return.
    • Where do you intend to travel? Select all that apply.

arrows pointing to areas that need to be filled and a box around submit

Navigate to the Up Next tab for the next steps in the process.

 

 

Up Next

Review Request (Manager)

The Manager will receive an Inbox task to Approve or Send Back for edits. If Send Back is selected, the Manager should provide instructions to the Employee in the Reason field.

  1. From the Inbox, select Request Process: Certification of Personal Travel to a foreign-adversary.
  2. Review the information in the task and select Approve.approval by manager in tasks with a box about approve

Post-Travel Questionnaire (Employee)

Important: This task will appear in your Inbox after your manager approves it. Do not fill it out until you have returned from your travels.

  1. After you return, navigate to your Inbox and select Request Process: Certification of Personal Travel to a foreign-adversary task.
  2. Fill out the post-travel questionnaire
    • When did you leave for travel? Enter the date you left.
    • When did you return from travel? Enter the date you returned.
    • Where did you travel? Select all that apply.
    • Purpose of Travel? Enter the purpose of your travel.
  3. Select Submit.

Post-Travel Approval (Manager)

After the Employee has returned, the Manager will receive an Inbox task to Approve the Post Travel Brief.

  1. From the Inbox, select Request Process: Certification of Personal Travel to a foreign-adversary.
  2. Scroll down to the Additional Information section to review the Post Travel Brief. Select Approve.additional information with a box around approve
  3. After Approving, you will receive a confirmation message with an action item to review. To complete the process, select Review.Note: This action item will also appear in your Inbox. window that will redirect the manager to close request
  4. On the Close Request page:
    1. Review the information.
    2. In the Resolution field, select Done.
  5. Select Submit.

arrow pointing to resolutions and a box about submitNote: Employees and managers can run the report Personal Travel to a Foreign-Adversary Requests to see current and future requests for themselves and their team.