Submit and approve a travel request

A travel request is submitted for approval, routed to the right approver, and approved or rejected. Accounting can pay the advance once it is approved.

Open HRMS, Trips & Expense Reports, Travel Requests, and open the request.

• Click Submit. The trip is checked against the travel policy. A rule that blocks stops the submission and says why.
• Where a policy rule asks for a higher approval, the request goes to the role that rule names. Otherwise it goes to the traveller's manager. The Routed to column says where it went.
• The approver clicks Approve, or Reject with a reason. Only the approver it was routed to can decide it.
• Nobody approves their own trip: the traveller and whoever raised the request are refused, administrators included.
• A rejected request can be corrected and submitted again.
• Once approved, Accounting can use Pay the advance. After the trip, click Trip completed. Cancel needs a reason, and is refused while an advance is still out.