Maintaining the Travel Eligibility
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Select the “Maintain Travel Eligibility” activity under the “Travel General Information” business component.
The “Maintain Travel Eligibility” page appears.
The system displays the following in the header:
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Date Format |
The date format that is applicable to the login user. |
Enter the following field details:
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Travel General Information Unit |
From the drop-down list box, select the travel general information unit for which you require to retrieve the travel eligibility details. |
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Employment Unit |
From the drop-down list, select the employment unit for which you require to retrieve the travel eligibility details. This refers to the organization unit that holds the Employment Information component. |
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Country Group |
From the drop-down list box select the country group for which travel eligibility details must be specified. The drop-down list box lists all the values as defined in Country Group Master activity. By default, the system displays with “ALL” Value. |
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Travel Type |
From the drop-down list box select the travel type for which travel eligibility details must be specified. The drop-down list box lists all the values as defined in Quick Code Master. By default, the system displays with “ALL” Value. |
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City Classification |
From the drop-down list box select the city classification for which travel eligibility details must be specified. The drop-down list box lists all the values as defined in Quick Code Master. By default, the system displays with “ALL” Value. |
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Policy Applicability |
From the drop-down list box select the policy applicability for which travel eligibility details must be specified. The drop-down list box lists all the values “ALL” and “Selective”. By default, the system displays with “ALL” Value. |
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Base Currency |
From the drop-down list box select the currency for which travel eligibility details must be specified. The drop-down list box lists all the values as defined in the Currency Master and defaulted with the Base Currency mapped to the Company of the Travel General Information Unit. |
The system displays the following:
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Status |
The status of the travel. |
Click the “Get Details” pushbutton to retrieve the eligibility details in the multiline.
The system displays the following:
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Effective From |
The date from which the travel is effective. |
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Effective To |
The date until which the travel is effective. |
Select the “Previous” pushbutton to view the previous set of effective dates.
Select the “Next” pushbutton to view the next set of effective dates.
Enter the following field details in the “Eligibility Definition” multiline:
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Grade Set |
The code identifying the grade set of the employee. The code represents all grade sets. Help facility available |
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Grade Set Description |
The detailed description of the grade set. |
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Grade |
The code identifying the grade of the employee. The code represents all grades. Help facility available |
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Grade Description |
The detailed description of the grade. |
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Allowance / Expense Type |
From the drop-down list box, select the allowance or expense type for which travel eligibility details must be specified. The drop-down list box lists all the values as defined in Quick Code Master. By default, the system displays with “Select” Value. |
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Allowance / Expense Item |
From the drop-down list box, select the allowance or expense item for which travel eligibility details must be specified. The drop-down list box lists all the values as defined in Quick Code Master. By default, the system displays with “Select” Value. |
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Amount / Rule |
From the drop-down list box, select the amount or rule for which travel eligibility details must be specified. The drop-down list box lists all the values as defined in Quick Code Master. By default, the system displays with “Select” Value. |
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Eligibility Amount |
The amount eligible for travel of the employee. |
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Currency |
From the drop-down list box, select the currency of the country must be specified. The drop-down list box lists all the values as defined in the Currency Master. By default, the system displays with “Select” Value. |
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Frequency |
From the drop-down list box, select the frequency of travel must be specified. The drop-down list box lists all the values as defined in Quick Code Master. By default, the system displays with “Select” Value. |
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Rule |
The code identifying the rule. Help facility available |
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Bills Mandatory |
From the drop-down list box, select the mandatory bills must be specified. The drop-down list box lists all the values as defined in Quick Code Master. By default, the system displays with “No” Value. |
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Remarks |
Any remarks or comments regarding the eligibility of the travel. |
The system displays the following:
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Remarks |
The remarks or comments regarding the travel details. |
Enter the following field details in the “Modification History” group box:
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Modification Option |
Use the drop-down list box to select the modification option. The combo is loaded with the options “Correct” and “Update”. The system displays select by default on launch of the page. Mandatory |
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New Effective Date |
The date on which the incentive details are last modified. This field is mandatory if the modification option is selected as “Update”. |
Enter the following field details in the “Attach Document” group box:
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Document Name |
The name of the attached document if any. |
Click the “Attach Document” pushbutton to attach the documents if any.
Click the “Save” pushbutton to save the travel eligibility details.
The system saves the travel eligibility details and the status is changed to “Draft”.
Click the “Submit” pushbutton to submit the travel eligibility details.
The system saves the travel eligibility details and the status is changed to “Submitted”.
Click the “Delete” pushbutton to delete the travel eligibility details.
The system deletes the travel eligibility details and the status is changed to “Deleted”.
To proceed, carry out the following
Click the “Record Additional Travel Eligibility Details” link to record the additional travel eligibility details.
Click the “Record Policy Applicability Basis” link to record the policy applicability details.
Note: The policy applicability must be selected as “Selective” to open the record policy applicability details page.
