Employees can submit travel requests for themselves by default. Users with the “Create Travel Request (For All)” permission (e.g., HR, managers, or travel coordinators) can submit travel requests on behalf of other employees.
Create Travel Request Form #
Form Fields:
- Search Employee – Appears only for users with the “Create Travel Request (For All)” permission. Regular employees can only create travel requests for themselves.
- Title – A short title describing the travel (e.g., Client Visit – Dhaka Branch).
- Destination – The city or location of travel.
- Travel Mode – Select the type of travel (e.g., Air, Train, Bus).
- Start Date / End Date – Select the travel period.
- Travel Mode Cost – Enter the transportation cost.
- Hotel Cost – Optional accommodation cost.
- Currency – Select the currency for expenses.
- Travel Reason – State the purpose of the travel.
- Attachments – Upload tickets, bookings, or other travel documents.
- Submit – Send the travel request for approval.
Tip: Admins or authorized users can create travel requests for other employees, making it ideal for HR or travel coordinators managing multiple team trips.
Action Options (Permission-Based) #
All actions are controlled by user permissions:
- Edit – Allows authorized users to modify a pending travel request before it is approved or rejected. Employees with Edit Travel Request (For Own) permission can edit only their own travel requests. Users with Edit Travel Request (For On Behalf) permission can edit only travel requests they created for other employees.
- Delete – Allows authorized users to remove a pending travel request before it is approved or rejected. Employees with Delete Travel Request (For Own) permission can delete only their own travel requests. Users with Delete Travel Request (For On Behalf) permission can delete only travel requests they created for other employees.
- View – Access detailed travel information, including request details, attachments, comments, and approval flow, if the user has the required permission.
- Comments – Communicate with approvers for clarification or instructions.
Approved or rejected travel requests cannot be edited or deleted.
Summary #
The Create Travel Request module ensures employees can submit travel requests accurately and in accordance with company policies. Permission-based access allows authorized users to submit requests on behalf of others, while maintaining a controlled, traceable, and compliant process.
Note: If your organization has an approval flow configured for travel requests, all submissions will follow the defined workflow before final approval.