Request travel

A travel request is the record of a trip before it is booked. Open Travel Request under Travel & Benefits. It does not create an expense claim, an employee advance, or a salary slip.

1. Click New Travel Request.
2. Under Details, set Travel Type to Domestic or International. Choose Purpose of Travel. Both are required. Travel Funding is Require Full Funding, Fully Sponsored, or Partially Sponsored, Require Partial Funding.
3. Under Employee Details, choose Employee. Employee is required. Contact Number, Contact Email, and Passport Number are optional. Employee Name and Date of Birth fill in and stay read-only.
4. Under Travel Itinerary, click Add Row for each leg. Travel From, Travel To, Mode of Travel, Departure Date, and Arrival Date sit on that row. Mode of Travel is Flight, Train, Taxi, or Rented Car. Turn on Travel Advance Required and enter Advance Amount only when that leg needs an advance amount on the request. Turn on Lodging Required when the leg needs lodging.
5. Under Costing Details, click Add Row when you have expense amounts. Click Create Travel Request.

After the request is saved, click Submit.

What you should see

The list uses the employee name. An empty list says “Submit and approve employee travel before booking.” A new request is titled New Travel Request. After you save, the button changes to Save, and Submit appears. Submit says “Submitted” and shows Submitting… while it runs.

If something looks wrong

Create Travel Request names Travel Type, Purpose of Travel, or Employee when one is empty.

Purpose of Travel only lists purposes already saved. If the list is empty, the request cannot be saved until a purpose exists.

Submit is only on a saved request. Create it first. “Submit failed” means it stayed unsubmitted. Open it and click Submit again.

Travel Advance Required on a row is an amount on this request. It does not create an Employee Advance. Attendance and clocking do not submit the request.