Travel Module
The latest documentation is available here.
How to Create a Travel Request as an Employee
Employees can log into their IceHrm accounts. In the Dashboard, they can find the My Travel Management module or they can go to the Travel Management -> Travel Request -> Add New
Then fill in the below fields to create a travel request.
Means of Transportation — This means the methods of transportation
Purpose of Travel — Employees can enter a detailed description of the purpose of travelling
Travel From — Enter the start location of the travel
Travel To — Enter the end location of the travel
Travel Date — Enter the start date of the travel
Return Date — Enter the end date of the travel
Currency — Employees can choose a currency which they would like to get paid
Total Funding Propose — They can enter the exact amount or an estimated amount of the expense of travel
Also, IceHrm has allowed you to attach proofs here. So the manager or the admin can investigate the real expense amount of travel with proofs.
Once you click on the Save option, the supervisor of the employee will receive a notification stating that the employee has submitted a travel request.
How to Assign a Travel Request as an Admin/Manager?
Admin/Manager can log into their IceHrm accounts. In the Dashboard, they can find the Travel Request module. Or Navigate to Employees -> Travel Request -> Travel Request -> Add New
You need to fill the below fields to create a travel request.
Employee — You can select the employee to who you want to assign the travel request for
Means of Transportation — This means the methods of transportation
Purpose of Travel — Employees can enter a detailed description of the purpose of travelling
Travel From — Enter the start location of the travel
Travel To — Enter the end location of the travel
Travel Date — Enter the start date of the travel
Return Date — Enter the end date of the travel
Currency — Employees can choose a currency which they would like to get paid
Total Funding Propose — They can enter the exact amount or an estimated amount of the expense of travel
When an admin or a manager assigns a Travel request, employees don’t need to get approval. It’s been already approved by the manager or the admin.
How to Approve a Travel Request as an Admin?
Admin/Manager can log into their IceHrm accounts. In the Dashboard, they can find the Travel Request module or Navigate to Employees -> Travel Request -> Travel Request
Click on the Change Status option in blue colour.
Then Change the status to Approved, also you can add a Note before clicking on the Change Travel Request Status option.
How to Create a Custom Field to Travel Request
You can create a custom field to the Travel Request Form under the Admin account.
Navigate to Admin -> Custom Field -> Add New
Fill the below Necessary fields to create the new custom field:
Field Label: Enter the name of the custom field
Object Type: Select Travel Request as the object Type
Field Type: You can select the relevant Field Type according to the requirement of the custom field.
You can add a Text Field, Text Area or you can allow Select Options or File Upload or you can also allow entering Date or Time.
*** If you select the Text Area or Text Field, employees will be able to type a single sentence or multiple sentences in order to answer the question. If you select the Select option which means you can allow employees to select over options. You can add options under the next field which is Field Options.
You can see the created custom field under the travel request form.
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