Travel Management
Travel & Claims
Agenda:
- Travel Advance Request
- Travel Authorizations
- Travel Claims
Travel Request Application:
Description:
Many organizations have activities like Travel & Expenses Reimbursement i.e. when the employees go on a business trip & request travel advance beforehand. After the Overall trip, employee can claim the expenses against the Same.
By understanding the scenarios related to travel & Expenses, We have built a custom solution in SuccessFactors for our clients.
Travel Request Form:
This is where an employee can request travel advance, Hotel accommodation, transportation and fill in the data regarding the business trip.
Travel trip : Whether it is domestic or international
Travel mode : Employee can choose flight, train, Bus or own transport from the drop-down.
Is Hotel Required : If employee wants hotel accommodation, he/she can select ‘Yes/No’.
Is Advance Required : Also employee can request Tour advance from this form.
And Employees can fill the data like,
Travel purpose : Whether it is meeting, medical Training etc.
Flight Details : Give the flight details like flight name, source location, destination location and Expected flight departure date.
Hotel Details : Also enters hotel accommodation requested details.
Advance Details : system automatically shows us the eligibility amount, employee can request Advance amount and enters the reason for the Advance.
Travel Authorization:
Once the employee save the form, it triggers the Workflow for the approval.
Travel Claim Form:
For every trip system automatically Generates the trip id, against to that Employee can claim the expenses.
Once trip id got selected, the system populates the data with respective Fields like travel type, program name, from –Date, to date and location etc.
Employee can claim tour expenses in the given form like lodging amount, flight amount, laundry amount, Public transport etc.
It also have a feature to attach the supporting documents for the reference.
System shows the total expenses amount, advance given amount and calculates the actual claimed amount.
Like that we can also add some more customized features acceptable with in SAP SuccessFactors.