Approve a Travel

Objective

This page shows how HR Managers can approve eligible business travel for employees.

Approval of travel is designed to be completed in two stages:

The first stage is the approval of the travel request itself, this ensures that the employee has the essential information for business travel approved such Dates, Estimated Costs, Whether there is a Relevance for expenses, Travel Destination before departing.

The second stage is Receipt and Expense approval. Once the Travel Details are approved, the employee is then able to start entering receipts relating to the business travel for approval, ensuring that the employee is reimbursed for any out-of-pocket expenses as soon as possible.

Process

Employee

Engages in travel event that requires approval

HR Manager

Approves Travel

Click Through

Start in HR HUB
Under Travel & Expenses, navigate to Travels
Open the desired travel record
Review information submitted by employee for accuracy
Select Submit
A dialogue box will appear in the Business Process Flow
Enter the details for the person required for 'Reimbursement by'
Ensure that the information in the 'Approval by' field is correct
Select an appropriate option for 'Decision'
Select Next Stage
Select an appropriate option for 'Receipts entered'
Confirm that the 'Employee' field information is still correct
Select Next Stage
Make sure all receipts related to the travel have been approved (or rejected), then select Yes for 'All receipts approved'
Select Next Stage
Make sure all relevant receipts have been processed, then select Yes for 'All receipts processed'
Click on Finish

Hint

All receipts for the travel record should be processed before finalizing the record.

Result

At the end of the approval process, your Travel looks like this: