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Managing Travel Projects and Requests

HR manages travel from Pay & Expenses > Travel (the Manage section). The module has two tabs: Travel Projects and Travel Requests.

Travel admin — Travel Projects

Travel projects

A travel project groups trips under a budget or a purpose — for example a client engagement, a conference, or a general travel budget. On the Travel Projects tab, click Add New to create one with a name, a code, and a status.

When employees raise a request, they pick the travel project it belongs to, so you can track spending per project.

Reviewing travel requests

The Travel Requests tab lists every request across the company. Open a request to see the trip details, then approve or reject it. Managers can also review their own team's requests, and can raise a request on an employee's behalf when needed.