๐ŸงณTravel

Travel Module โ€“ Admin

The Travel Management module of Pocket HRMS is an advanced suite of multi-functional features that automates the management of employee travel. The travel module make it a smooth experience for all the stakeholders involved. This document aims to guide you on all the functions of travel module.

Let us start with setting up the module according to companyโ€™s requirement.

How to set travel module?

Log in to Cloud portal, click on the โ€˜ESS Settingsโ€™ menu. Go to the โ€˜Travelโ€™ tab followed by clicking on the โ€˜Travel Masterโ€™ subtab and click on the โ€˜+โ€™ icon.

A โ€˜Travel Masterโ€™ pop-up will open, from the โ€˜Select Travel Masterโ€™ drop-down you can to select option such as,

  1. Purpose of Travel,

  2. Mode of Travel, &

  3. Other Miscellaneous.

You can โ€˜Select Travel Masterโ€™ add โ€˜Descriptionโ€™ and click on the โ€˜Saveโ€™ button.

  1. Adding โ€˜Purpose of Travelโ€™

  1. Adding โ€˜Mode of Travelโ€™

  1. Adding โ€˜Other Miscellaneousโ€™

You will find these under the โ€˜Travel Masterโ€™ once you save it.

From a dedicated โ€˜Travel Form Builderโ€™, you can customize the travel request and reimbursement requests.

Next, you can go to โ€˜Travel Notification Settingsโ€™ option to set the manager for travel and add their email id for the travel notifications.

How can admin access employee travel report?

Admin can access employeeโ€™s travel report easily on the ESS portal. For this go to โ€˜Travelโ€™ menu and click on the โ€˜Employee Reportโ€™ submenu.

Under the โ€˜Travel Reportโ€™ tab you get various customization options. You can start will applying โ€˜Filterโ€™ from the drop down and then select the date range and click on the search button. The system also allows you to โ€˜Select Employeeโ€™ individually by entering their employee code.

Here you can click on quick access buttons for โ€˜Travel Detailsโ€™ and โ€˜Reimbursement Detailsโ€™ as well as click on a download icon to download โ€˜Reimbursement Attachmentโ€™.

View details by clicking on the โ€˜Travel Detailsโ€™ button.

The system allows you to easily โ€˜Printโ€™ or โ€˜Download Excelโ€™ report by using respective buttons.

For any queries, contact [email protected]

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