✈️Travel

This is a guide for employees on various functions of the Travel Module.

How to submit a travel request through ESS portal?

You can easily submit a travel request. Once you log into the ESS portal click on the ‘Travel’ menu from the left hand-side menu followed by ‘Request’ submenu.

Click on the ‘Travel Request’ tab, here you will fill form for your travel request which is divided in four sections.

Staring with basic information such as ‘Work Order’ and ‘Project’ name. You should also select the ‘Travel Dates’, ‘Purpose of Travel’ as well as ‘Mode of Travel’.

In the ‘Travel Schedule’ section fill in the scheduled dates, location, time of arrival and departure along with the cost in the section below that, you can add ‘Remark’ and mention if ‘Booking Needed’ so the company can do bookings for you.

Note: You can click on the ‘+’ button to add more and ‘-‘ button to delete the entries.

Similarly fill the information about the ‘Accommodation Schedule’ and you can also add remark along with it.

Note: You can click on the ‘+’ button to add more and ‘-‘ button to delete the entries.

The system also allows you to add any ‘Miscellaneous Expenses’ such as food charges, local conveyance, daily allowance, and more.

In addition to that you can also specify the ‘Currency Type’ as well as upload supporting document for your request by clicking on the ‘Choose File’ button.

Once you fill in the information the system will automatically calculates the ‘Total Travel Advance’. You simply need to click on the ‘Save’ button to submit your travel request to the respective manager.

How to check status for your travel request?

You can view the status for the ‘Travel Request’ you submitted with a few clicks. For this go to ‘Travel’ menu and click on the ‘My Report’ sub-menu.

And you will find status for your entry under the ‘Travel Report’ tab.

Once the respective manager approves your Travel entry you will get notification about the same. To view the notification, click on the ‘Bell’ icon at the upper right-hand corner of the screen.

How to submit a reimbursement request?

Once your Travel entry is approved by the manager, you can apply for reimbursement. For that login into the ESS portal, click on the ‘Travel’ menu from the left hand-side menu followed by ‘Request’ submenu.

Go to ‘Reimbursement Request’ tab and click on the ‘View Details’ button.

Click on the ‘Reimburse’ button.

You can fill all the expenses for each day and the system will automatically calculate the ‘Total’.

Also fill in the details for mode of your travel. Pocket HRMS will fetch the ‘Total Advance Received’ so you don’t need to enter it manually. After entering all the details, ‘Actual Expenses’ will be tallied with ‘Travel Advance’ & ‘Reimbursement’ amount will be automatically calculated.

You can also upload supporting documents for your reimbursement request and click on the ‘Submit’ button.

Once it is submitted, it will go to manager for approval.

For any queries, contact [e-mail]