Dashboard
The Zimyo Travel Desk dashboard provides a comprehensive overview of travel management, including:
- Request Raised this month:
Shows the total number of new travel requests submitted in the current month. - Request Approval Rate:
Displays the percentage of travel requests that have been approved out of the total submitted. - Approved Requests Pending for Booking:
Indicates the number of approved travel requests that are still awaiting booking. - Travels Booked this month:
Shows the total number of travel bookings completed in the current month. - Month Wise Travel Spending:
Graphically displays the organization’s travel expenses for each month, helping track spending trends over time. - Category Wise Travel Spending:
Breaks down travel expenses by category (such as transport mode or trip type) for a detailed view of where money is being spent. - Travel Booking Status:
Visualizes the current status of all travel requests (e.g., pending, booked, rejected) in a pie or bar chart. - Request Raised by Department:
Shows which departments have raised travel requests and how many, enabling departmental analysis. - Category Booking Over Time:
Tracks how different travel categories are booked across a timeline, revealing booking trends by type.
Booking
- Search
- Allows users to quickly find specific bookings using keywords or filters.
- Department, Designation, Location, Entity, Shift (Filters)
- Dropdown filters to narrow down bookings by department, employee designation, work location, company entity, or shift.
- Select Date / Status
- Filter bookings by a specific date range and by status (e.g., All, Booked, Pending).
- Travel ID
- A unique identifier automatically assigned to each travel request or booking for easy tracking and reference.
- Travel Title
- The subject or name given to the travel request, usually describing the purpose or destination of the trip.
- Travel Date
- The scheduled date(s) for the travel, showing both start and end dates.
- Categories Selected
- Indicates the type of travel or mode selected (e.g., train, flight, hotel), often represented by icons.
- Request Approver
- The name(s) of the person(s) responsible for approving the travel request.
- Raised By
- Displays who submitted or initiated the travel request.
- Approved Advance
- Shows any advance payment or funds approved for the trip, if applicable.
- Booking
- Indicates the number of bookings completed versus the total required (e.g., 1/1 Done, 0/1 Done).
- Booking Status
- The current status of the booking (e.g., Booked, Pending), often color-coded for quick recognition.
- Action Menu (Three Dots)
- Clicking the three dots opens a menu with further actions:
- Add Booking Details: Enter or update additional booking information.
- Mark Travel as Booked: Confirm and update the status to “Booked.”
- Reject: Decline the booking request.
- Clicking the three dots opens a menu with further actions:
- Rows per page / Pagination Controls
Allows users to set how many bookings are displayed per page and to navigate between pages of results. - Export to Excel Icon
Clicking this icon exports the current list of bookings to an Excel file for offline analysis or reporting.
Configuration
- Define Category
Set up and manage different travel categories (e.g., flight, hotel, taxi).
To add a new category the user needs to click category under define category in general settings, then click add new category and add the required details and click Submit.
Path: Click Category under Define category in General Category>Click Add category>Fill Details>Click Submit
- Define Configure Advance Rule
Create and manage rules for travel advances, such as eligibility and limits.
Path: To add advance rule Click Advance Rule under define configure advance rule in general category>Click add rule> Fill Details>Submit
- Set Timeframe for planning future travels
Specify how far in advance employees can plan or request future travel. - Allow Employees to raise travel request for past dates
Enable or disable the option for employees to submit travel requests for dates in the past. - Employee can raise travel requests for same day and upto [X] past dates
Set the number of days in the past for which employees are allowed to raise travel requests. - Travel Assistance Request Notification
Configure notifications for when employees request help regarding travel, including who should be notified (e.g., HOD, others). - Notify Others
Add additional recipients (by email) to receive travel assistance notifications. - Work Details Notification
Enable notifications related to work details associated with travel. - Enable Advance Rule
Activate or deactivate the advance rule for travel requests.
