โœˆ๏ธTravel

According to the approval matrix configuration, the designated manager is required to either approve or reject entries before the details are updated in the system for the respective employees.

Pocket HRMS allows you to set multiple levels of managers for Travel Management.

How to approve a travel request?

The system ensures that the respective managers get the notification in their ESS portal once employee submits a travel request so they can act on it promptly.

Click on the โ€˜Bellโ€™ Icon at the upper right corner of the screen to see the notifications.

You can also select the โ€˜Travelโ€™ menu from the left-side menu and select the โ€˜Approvalโ€™ option.

Then, we need to select the โ€˜Travel Approvalโ€™ tab. Here, you will be able to view the reimbursement request raised by the employee.

Under the โ€˜Travel Approvalโ€™ tab you will see the expense details when you click on the โ€˜View Detailsโ€™ button for the respective travel request.

You can also add your โ€˜Remarkโ€™. Manager can approve or reject the request. Once you accept the request a pop-up will show asking for the confirmation about the same.

Once managers at all levels in the approval matrix approve the travel request an employee can apply for Reimbursement.

How to approve a travel reimbursement request?

Once employee submits their reimbursement request their respective manager will receive an alert about the same. As a manager you can click on the โ€˜Bell Iconโ€™ at the top right-hand corner of your ESS portal screen to view such notifications. Once you click on the notification it will take you to โ€˜Travel Reimbursement Approvalโ€™.

Select the โ€˜Travelโ€™ menu from the left-side menu and select the โ€˜Approvalโ€™ option.

Then, we need to select the โ€˜Travel Reimbursement Approvalโ€™ tab. Here, you will be able to view the reimbursement request raised by the employee. You can click on the โ€˜View Detailsโ€™ button to know more

You can verify the details submitted by employee. By clicking on the โ€˜Approveโ€™ button, you can approve the request. Once it is approved, the request will be transferred to the finance department for finance approval.

How to get the employee travel report?

In Pocket HRMS you can get travel reports with just a few clicks for this click on the โ€˜Travelโ€™ menu from the left hand followed by โ€˜My Team Reportโ€™.

It will take you to the โ€˜Travel reportโ€™ where you can see โ€˜Travel Detailsโ€™ as well as โ€˜Reimbursement Detailsโ€™ by using the respective buttons. You can also use filters and search employees u8sing their employee code.

For any queries, contact support@pockethrms.com

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