Travel Management

Select the “Travel Request” Tile in the My Approvals of Managers Home page.

The “Travel Management” page appears.

This page consists of the following tiles:

Requests Pending Approval
Requests with Exception
Requests Actioned
Expenses Pending Approval
Expenses with Action
Expenses Actioned

Tile: Requests Pending Approval

The total count of all the travel requests that are in “Pending for Authorization” status is displayed.
Click this tile to view all the pending for approval travel requests in the multiline.

Tile: Requests with Exception

The total count of all the travel requests that are in “Pending for Authorization” status with exceptions is displayed.
Click this tile to view the travel requests with exceptions in the multiline.

Tile: Requests Actioned

The total count of all the travel requests that are in “Approved” and “Rejected” status is displayed.
Click this tile to view actioned travel requests in the multiline.

Tile: Expenses Pending Approval

The total count of all the travel expenses that are in “Pending for Authorization” status is displayed.
Click this tile to view all the pending approval expenses in the multiline.

Tile: Expenses with Action

The total count of all the travel expenses that are in “Pending for Authorization” status with exceptions is displayed.
Click this tile to view the travel expenses with exceptions in the multiline.

Tile: Expenses Actioned

The total count of all the travel expenses that are in “Approved” and “Rejected” status is displayed.
Click this tile to view actioned travel expenses in the multiline.

Travel Requests (n months)

The travel request for n months is displayed. If the parameter in is set as “12 months”,’ then all travel requests and expenses raised within the last 12 months from system date is retrieved in the respective L2 ESS and MSS screens.

Search field acts as a solar search and enables the user to fetch the desired Trave Request/Expense records. Enter the desired text/numeric data of the employee in the box provided and click “Get” button to retrieve the Travel Request/Expense records respectively
Enter the following details:

Sort by

From the drop-down list box, select the required option. The combo is loaded with
“Duration”, “Employee”, “Estimated Travel Cost”, “Expense Status”, “Request Status”, “From Date”, “Position”, “Work Country”, “Work Location” and “Travel Type” options.

Note: The “Requests” multiline is refreshed and retrieved based on the options selected in “Sort By” combo and tile selected. The sort will be done in ascending order for the option selected.

The following details are displayed in the “Requests” multiline:

Column 1	The following details are displayed under this column: 4 Name of the employee who raised the travel request. 4 Current position title of the employee and department to which the employee belongs 4 Current work location of the employee 4 Travel Request Date or Settlement Date
Column 2	The following details are displayed under this column: 4 From place, One way/Two way and To place. One way travel is indicated as forward icon . Two way is indicated as forward and backward icon . 4 From Date – To Date (Number of travel days). Click Data Hyperlink to launch “Travel Request Approval” screen. 4 Travel type, trip type and travel purpose. 4 Travel Request ID. 4 The status of the travel request.
Column 3	If the Any of the following tiles are clicked “Requests Pending Approval” , “Requests With Exceptions “ or “Requests Actioned” then the following details are displayed under this column: 4 Estimated Travel Cost. 4 Estimated travel cost in base currency. 4 Exception message. The exception messages are “Exceeds Travel Budget”, “Exceeds Travel Eligibility” and “Mismatch in Mode / Class of Travel” is displayed. If the Any of the following tiles are clicked “Expenses Pending Approval” , “Expenses With Exceptions “ or “Expenses Actioned then the following details are displayed under this column: 4 Latest pending settlement number. Ex: “Settlement-1” 4 Total claim amount in base currency. 4 Settlement status. 4 Exception message. The exception messages are “Exceeds Travel Budget”, “Exceeds Travel Eligibility” and “Mismatch in Mode / Class of Travel” is displayed.
Column 4	Click “” icon on any row in the grid, then the “Approve / Reject Travel Request or Approve / Reject Travel Settlements” pop-up appears. Click icon to approve the travel request.
Column 5	Click “” icon on any row in the grid, then the “Approve / Reject Travel Request or Approve / Reject Travel Settlements” appears. Click icon to reject the travel request.