A travel request is the business trip an employee needs approved before booking: type, purpose, itinerary, and costs. Open Travel Request under Travel & Benefits. The list title is Travel Requests. The column is Name. Search reads Search.... An empty list is titled No travel requests yet and reads Submit and approve employee travel before booking. Choose New Travel Request.
Search Travel to open the travel page. The title is Travel and the subtitle reads Manage employee travel requests, itineraries, and trip approvals. Travel Requests on that page opens this list. Purpose of Travel on that page is where you add the purposes the request form can pick.
Add a purpose
The list title is Purposes of Travel. Search with Search purposes....
- Choose New Purpose of Travel.
- Enter Purpose of Travel. That name is required.
- Choose Create Purpose of Travel.
Submit a request
- Choose New Travel Request.
- Set Travel Type to Domestic or International. That field is required.
- Set Travel Funding to Require Full Funding, Fully Sponsored, or Partially Sponsored, Require Partial Funding.
- Choose Purpose of Travel. That field is required.
- Enter Details of Sponsor (Name, Location) and Any other details when someone else is paying or you have extra notes.
- Choose Employee. That field is required. Employee Name and Date of Birth fill in and stay read-only. Enter Contact Number, Contact Email, Identification Document Type, Identification Document Number, and Passport Number for the trip.
- Under Travel Itinerary, choose Add Row. Each leg can include Travel From, Travel To, Mode of Travel (Flight, Train, Taxi, or Rented Car), Meal Preference (Vegetarian, Non-Vegetarian, Gluten Free, or Nut Allergy), Travel Advance Required, Advance Amount, Departure Date, Arrival Date, Lodging Required, Preferred Area for Lodging, Check-in Date, Check-out Date, and Other Details.
- Under Costing Details, choose Add Row for Expense Type, Sponsored Amount, Funded Amount, Total Amount, and Comments.
- Under Event Details, enter Name of Organizer, Address of Organizer, and Other Details when the trip is for an event.
- Choose Create Travel Request.
The confirmation is Travel Request created. A new request shows Save first to assign people, attach files, add tags, share, and comment.
File it
Open the saved request and choose Submit. The confirmation is Submitted. Submit failed leaves the request unsubmitted, so it is not filed. After it is submitted, Cancel says Cancelled.
If Travel Type, Purpose of Travel, or Employee is missing, the message names those fields and the request is not created. Save with nothing new says No changes to save. A failed save says Save failed. Your edits are still here.