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. 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.
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 RO’s action, it is directed to the REV and then to the Finance Department.
The Finance Department should approve or reject the travel request or claim. After all the approvals, the Finance Department will release the advance amount or final settlement for the request or claim respectively.
If you belong to the Finance Department and have the necessary rights on your login id, using the HR (Finance)->Travel and Expense module on PW, you can:
Approve or Reject Travel Request
Approve or Reject Claim
Settlement Details
View Audit Trail and Approval Status
Generate Travel and Expense Reports
Click to know more:
Approving / Rejecting Travel Requests
Viewing Audit Trail and Approval Status