User's guide /

Business travel management

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Approve Business Trip


Approve Business Trip

The Approve Business Trip feature allows managers to efficiently review and approve employee business trip requests. With multiple access points and streamlined tools, managers can handle pending requests seamlessly, ensuring compliance with organizational policies and alignment with project goals.
Upon approval, the system automatically updates the schedule by adding business trip shifts for the approved period, ensuring accurate shift planning and alignment with the employee's itinerary.



Email Notifications

Upon submission of a business trip request, managers receive an email notification containing a direct link to approve or reject the request.

Email notification

Figure: Email notification with a direct link to approve or reject the request.

Clicking the link directs the manager to the resolution page, where they can approve or reject the request.

Approval request resolution page

Figure: Business trip request resolution page with approval and rejection options.



Home Screen Approvals

Managers can view pending business trip requests directly on the main dashboard under the "Approval Requests" section for quick access.

Main screen approval requests

Figure: Dashboard showing the "Approval Requests" section with pending business trip requests.

Selecting a request navigates to the resolution page, enabling managers to take appropriate action.

Resolution page

Figure: Business trip request resolution page.



Employee Profile Approvals

Pending business trip requests can also be accessed through the employee profile. Click on the employee's profile image or name in the top-right corner to navigate to their profile page.

Employee profile access
Figure: Accessing employee profile from the main dashboard.

Within the profile, navigate to the "Requests" section to view and manage all pending business trip requests.

Selecting any pending request allows the manager to proceed with approval or rejection.

Request resolution in profile

Figure: Employee profile > Requests section showing pending business trip requests.