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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

  1. Login to ZOTPortal.

  2. Select the Finance/KFS tab on the yellow navigation bar.

  3. Under the KFS Travel & Event Management section, click TEM Profile. Then click the TEM Profile Lookup item.

Step 2a - Create your Profile

  1. 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

  2. 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

  1. Fill in the name fields to perform a search. You can also search by UCInetID. 

  2. Click search.

  3. Open your profile by selecting the "edit" link.

Step 3 - View your TEM Profile

  1. Start filling out the required fields in each tab, denoted with an asterick (*).

  2. Enter data in the Description Field describing what action is being taken i.e. "New Profile for John Smith". 

  3. In the Status tab, please make sure that the Active Box is check-marked. 

Step 4 - Complete the Arrangers tab

  1. Click the magnifying glass icon. 

  2. Under "Principal Name" enter your Arranger's UCInetID (tsunezub).

    1. Alternatively, you can also search by First and Last Name. 

  3. Click the return value link.

  4. Click the add button in order to add the Arranger to your Profile.

Step 5 - Save and Submit

  1. Scroll to the bottom of your profile and select the save button. 

  2. Once your changes are complete, click submit