Create a Travel

Objective

Tutorial on how HR Managers and employees create Travel records for business related trips. The process is mostly the same for both roles – differences are pointed out in the click-through.

Click Through

  • HR Managers start in HR HUB
    • Employees start in Employee Self-Service and in the lower left corner, switch from 'My Time & Leave' to Employee Self-Services
  • Under Travel & Expenses, navigate to Travels
  • Click on +New
  • Under the General section, enter a relevant Title for the travel
  • [HR Managers only]: Select the appropriate Employee for whom the travel is planned for 
  • [HR Managers only]: Select the appropriate Department for whom the travel is planned for 
  • Enter a Travel From date 
  • Enter a Travel Until date
  • Enter, as required, a Reason for travel
  • [HR Managers only]: In the 'Approval By' field, enter the details for the travel approver 
  • Enter, as required, a Description for the travel
  • Under the 'Travel Details' area, enter a value for Estimated Costs for the planned travel
  • Using the button, select an option for Relevance for expenses 
  • Enter a Travel Destination 
  • Select the appropriate option from the drop down menu under Travel Type 
  • Enter the means of travel under Means of Transport 
  • Using the button, select an option for Accommodation needed 
  • Under the Address section, enter the details, if appropriate, for the account the travel is required for
  • [Employees only]: Save, then Submit for approval
  • Save & Close

Hint

  • Travel Destinations refer to countries only.

Result

Here you can see an example for a filled out Travel record:
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HR