๐งณTravel
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 companyโs requirement.
How to set travel module?
Log in to Cloud portal, click on the โESS Settingsโ menu. Go to the โTravelโ tab followed by clicking on the โTravel Masterโ subtab and click on the โ+โ icon.

A โTravel Masterโ pop-up will open, from the โSelect Travel Masterโ drop-down you can to select option such as,
Purpose of Travel,
Mode of Travel, &
Other Miscellaneous.
You can โSelect Travel Masterโ add โDescriptionโ and click on the โSaveโ button.

Adding โPurpose of Travelโ

Adding โMode of Travelโ

Adding โOther Miscellaneousโ

You will find these under the โTravel Masterโ once you save it.

From a dedicated โTravel Form Builderโ, you can customize the travel request and reimbursement requests.

Next, you can go to โTravel 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 employeeโs travel report easily on the ESS portal. For this go to โTravelโ menu and click on the โEmployee Reportโ submenu.

Under the โTravel Reportโ tab you get various customization options. You can start will applying โFilterโ from the drop down and then select the date range and click on the search button. The system also allows you to โSelect Employeeโ individually by entering their employee code.

Here you can click on quick access buttons for โTravel Detailsโ and โReimbursement Detailsโ as well as click on a download icon to download โReimbursement Attachmentโ.

View details by clicking on the โTravel Detailsโ button.
The system allows you to easily โPrintโ or โDownload Excelโ report by using respective buttons.
For any queries, contact [email protected]
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