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Creating a Travel Request

Employees raise their own travel requests from the Pay & Expenses area, under Personal > Travel. The page lists their previous requests and the status of each.

Employee travel requests

Raising a request​

Click Add New to open the travel request wizard. It has four steps, and you can save once the required fields are filled in.

Travel request form

  1. Basic Information — trip type, transportation mode, where you're travelling from and to, and your departure and return dates.
  2. Booking Details — flight, hotel, or other booking information.
  3. Project & Budget — the travel project the trip belongs to and its estimated cost.
  4. Attachments — upload any supporting documents (quotes, itineraries).

When you submit, the request goes to your manager for approval and appears in your list with a Pending status.