Shared Services
Shared Services at UW Bothell
Shared Services is a component of Fiscal and Audit Services, offering a section of services to campus. Shared Services provides campus units the following service options:
- Non-Travel Reimbursement
- Travel Reimbursement
The Shared Services Partnership Agreement (SPA) supports a collaborative partnership between UW Bothell Fiscal and Audit Services Shared Services and participating units. This agreement applies to all units that opt-in to Shared Services and includes the scope of services to be provided, establishes expectations for all parties, and outlines how oversight and feedback will be provided. The SPA is signed by the Fiscal and Audit Services Director and participating Unit management.
Non Travel Reimbursement
Expense Reports are a tool in Workday used to reimburse UW employees only for travel and non-travel related expenses made on behalf of UW business. Travel reimbursement information can be found on our Travel website. For reimbursing a Non-UW employee for expenses made on behalf of UW business, visit Miscellaneous Payment. Shared Services will receive the purchase reimbursement request, enter the request into Workday, and compliance review/approve the request.
- eReimbursement Roles and Responsibilities – SPA Appendix
- Non-Travel Reimbursement Process Map
- Non-Travel Reimbursement Claim Form
- Non Travel Reimbursement Tips
- Point Person List
- View full details on reimbursements
Steps after opting-in for eReimbursement Shared Service
- Shared Services will meet with unit personnel for training.
- Shared Services will contact unit management to set up roles in ASTRA. This could take up to five business days.
- Shared Services will add designated unit personnel to the Point Person contact list, which sends important information and meeting announcements.
Travel Reimbursement
Expense Report is a tool in Workday used to reimburse UW students, faculty, staff and visitors for travel and non travel expenses. Shared Service will receive the travel reimbursement request, enter the request into Workday, and compliance review/approve the request.
- eTravel Roles and Responsibilities – SPA Appendix
- Travel Reimbursement Process Map
- Travel Reimbursement Claim Form – UW Employee
- Travel Reimbursement Claim Form – Non UW Employee
- Pre-Travel Approval Form
- Conference Reimbursement Checklist
- Checklist for Processing Travel Reimbursements
- Point Person List
- Traveler Tips
- View full details on Travel
Steps after opting-in for eTravel Shared Service
- Shared Services will meet with unit personnel for training.
- Shared Services will contact unit management to set up roles in ASTRA. This could take up to five business days.
- Shared Services will add designated unit personnel to the Point Person contact list, which sends important information and meeting announcements.