Team 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
Whenever employees have a travel plan, they can do any of the following on PW:
Before the travel date, raise a travel and expenses request and request the organization to arrange for the travel and related expenses.
After the travel date, claim for reimbursement of travel expenses incurred and submit proofs of travel and expenses if required.
The travel request or claim submitted has to be approved or rejected. If you have received a travel request or claim, you can take action as below using the My Team -> Travel and Expense module:
If you are a Reporting Officer (RO), you can view and then approve or reject the travel requests or claims raised by your reportees.
If you are a Reviewing Officer (REV), you can view and then approve or reject travel requests or claims approved by those ROs who are your reportees.
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