Travel and Expense
Employees may be required to travel for various business needs such as conferences, client meetings, vendor meetings, product installations and so on. Travel can be local, national or international.
Businesses may need to track the travel needs for audit purposes. The Travel and Expenses module on PW addresses this need. This module is available to employees under the My Self, My Team and HR menus to all employees, employees playing the role of RO or REV and employees of the Finance Department respectively. Under the PW Admin menu, it is available to users with administrative rights.
Additionally, this module:
Helps the organization to achieve operational efficiency and reduce paperwork
Helps employees to know the status of travel requests in the workflow at any point of time
Employees can use the PW application for performing certain tasks before travel. Employees can do the following on PW using the My Self -> Travel and Expense module:
Before the travel date, you can raise a travel and expenses request and enable the organization to arrange for the travel and related expenses.
After the travel date, you can claim for reimbursement of travel expenses incurred.
Once an employee has raised a travel request or submitted a claim for reimbursement, it is directed to the employee’s RO for approval or rejection. After the Reporting Officer (RO’s) action, it is directed to the Reviewing Officer (REV) and then to the Finance Department. After all the approvals, the finance department will release the advance amount or final settlement for the request or claim respectively.
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