Create a claim on behalf of someone else

This video demonstration shows how to create a travel expense or travel allowance claim on behalf of your parliamentarian or another MoPS Act employee, within your office.

First, log into PEMS and select the Travel Expenses tile. This opens the Travel Claims window.

Look to the bottom right of the travel claim screen and select either the Create Travel Allowance Claim or Create Travel Expense Claim button.

From the claimant and travel information screen open the drop-down list and select who you are creating the claim for.

Select the Travel Start Date by using the calendar icon. 

Followed by the Travel End Date.  

Ensure the Travel Start location is correct. 

Select create claim.

Once the claim is created, select ok.

Enter the travel information into the claim. 

Refer to the ‘Create a travel expense claim’ or the ‘Create a travel allowance claim’ guides that are available on our website at ipea.gov.au/pemsresources for further information.

Once all claim details are complete, select the Review.

Select the Assign To button, to assign this claim to the traveller for their review. 

Select the traveller from the drop-down menu.

Enter any relevant notes into the mandatory comment box provided.

Then select OK. 

Select OK to finish assigning the claim to the traveller.

If the traveller is a staff member they will need to complete the following steps: 

Open the claim from their travel claims screen.

Ensure all travel details are correct and then select review.

Read and accept the terms and conditions and then select submit. 

Choose who certifies the claim from the drop-down menu.

And select OK to complete the process. 

If the traveller is a parliamentarian, they will need to complete the following steps:

Select the claim from their Travel Claims screen.

Ensure all travel details are correct and then select review.

Review the terms and conditions including your obligations under the Parliamentary Business Resources Framework, then accept the terms and conditions at the bottom of the page.

Select Certify.

Select ok to complete the process. 

Following certification of the claim, IPEA will review and verify the claim in line with our published Service Level Standards. Payment will be received within two to three working days from verification.