Applying / Cancelling Travel Requests
Before the scheduled travel, you can request the organization to arrange for the travel as well as for travel related expenses. Please note:
Your travel and expense amount requests cannot exceed the maximum amount limit defined by the organization for your designation, travel type and expense type.
On the days applied for travel, you cannot go on training or apply leave.
Your request will be directed to your RO, the REV and Finance department for approval.
If you are categorized as VIP, no approval is required and the travel request does not go through the approval workflow.
In the Apply / Cancel Request page, you can:
Apply for travel request
Delete a travel request that is not yet in the approval workflow
Withdraw a travel request that is already in the approval workflow
To apply for approval of a travel request:
On the My Self menu, under Travel And Expense, click Apply / Cancel Request.
Apply / Cancel Request page opens.
On the Apply / Cancel Request page, click Apply, add the request details, and save.
The travel request is saved and a reference id is generated for the same. Note the reference id to identify the travel request on the list.
On the Apply / Cancel Request page, identify the travel request with the reference id, select the corresponding check box to update the request details on the expense details pages.
Note: If you have not selected the check box after adding the travel request, the request will not be visible on the Expense Details pages.
On the left navigation pane, click Travel Expense Details, click Add, enter the travel expense details and save.
On the left navigation pane, click Accomodation Expense Details, click Add, enter the accommodation expense details and save.
On the left navigation pane, click Sundry Expense Details, click Add, enter the advance amount required and save.
On the left navigation pane, click Advance Amount Details, click Edit, select the check box corresponding to the request, click Edit, enter the advance amount required and save.
On the left navigation pane, click Apply/Cancel Request, select the checkbox corresponding to the travel request and click Submit.
The travel request is directed to your RO for approval.
To withdraw an existing travel request from the workflow:
On the Apply/Cancel Request page, select the check box corresponding to the travel request, click Withdraw and confirm.
The withdrawal request is directed to your RO for approval.
Click to know more:
Adding / Editing/ Deleting Travel Request Details
Adding / Editing/ Deleting Travel Expense Details
Adding / Editing/ Deleting Accommodation Expense Details
Adding / Editing/ Deleting Sundry Expense Details