Travel Desk
The Travel Desk module enables employees to raise, manage, and track travel-related requests and expenses. It connects travel planning, booking, and expense management into one streamlined process.
🔹 My Travels
- Displays a list of all travel requests raised by the employee.
- Records include:
Column | Description |
Travel ID | Unique system-generated ID for the request. |
Travel Title | Title/short description of the trip. |
Request Raised On | Date when the request was submitted. |
Categories Selected | Type of travel services requested (e.g., Train, Flight, Hotel). |
Travel Date | Start & end date of the travel. |
Request Approver | Assigned approver for the travel request. |
Approved Advance | Amount of advance approved by the approver. |
Booking | Number of bookings completed vs. total bookings required. |
Booking Status | Status such as Pending, Booked, Cancelled. |
Travel Expense | Link to view related expense details. |
🔹 Options per Travel Request
For each travel entry, users can access additional options (via three-dot menu):
- View → Opens detailed view of the request.
🔹 Travel Request Details (View)
When viewing a travel request, the following sections are displayed:
- Request Information
- Travel Date, Purpose of Travel, Seat Preference, Class Preference, Meal Preference.
- Booking Details
- Status (Pending/Booked/Cancelled), Reservation Date, Booking ID, Ticket Upload.
- Employee Details Summary
- Employee Name, Cost Centre, Department, Grade, Date Raised.
- Approver Inputs
- Approver Name & Designation, Approval Date, Approved Advance, Remarks.
This gives end-to-end visibility of the travel approval and booking process.
2. Help → Employees can raise queries/issues related to the travel request.
3. Submit Details → Allows submission of additional or missing details (like booking confirmation, expenses).
🔹 Add New Travel Request
Employees can raise new travel requests by filling in:
- Travel Request Title* → Short name of the trip.
- Purpose of the Travel* → Reason for the journey.
- Travel Date Range* → Start and end dates.
- Request Advance → Select advance amount needed.
- Select Travel Type → Domestic or International.
- Travel Plan 1 → Option to add one or more detailed travel plans (e.g., Train, Flight, Hotel).
Action Buttons:
- Cancel → Exit without saving.
- Submit → Send request for approval.
