{"id":4305,"date":"2021-08-03T06:01:37","date_gmt":"2021-08-03T06:01:37","guid":{"rendered":"https:\/\/www.cmwlab.com\/blog\/?p=4305"},"modified":"2021-08-03T06:01:37","modified_gmt":"2021-08-03T06:01:37","slug":"travel-request-management","status":"publish","type":"post","link":"https:\/\/www.cmwlab.com\/blog\/travel-request-management\/","title":{"rendered":"Travel Request Management in Comindware Tracker"},"content":{"rendered":"<p>A travel request approval workflow is among the most imperative businesses processes a company should have. It is specifically needed by companies that permit employees to travel for business. Without a flawless workflow, you can expect to see one or all of these challenges. First, effectivity of business travel management in your company will depend on spreadsheet and email for your travel request management tasks. <!--more--> Spreadsheets can produce errors while email approvals can delay ticketing and trigger additional fees. Another disadvantage is that you could make your travel plans at the last minute and this could raise your ticket costs.  Without a properly-run approval workflow, you might find that you no longer have control over your employees\u2019 travel costs, travel request approvals and budget limits.<\/p>\n\n\n\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_28 counter-hierarchy counter-decimal ez-toc-grey\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" style=\"display: none;\"><label for=\"item\" aria-label=\"Table of Content\"><i class=\"ez-toc-glyphicon ez-toc-icon-toggle\"><\/i><\/label><input type=\"checkbox\" id=\"item\"><\/a><\/span><\/div>\n<nav><ul class=\"ez-toc-list ez-toc-list-level-1\"><li class=\"ez-toc-page-1 ez-toc-heading-level-2\"><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.cmwlab.com\/blog\/travel-request-management\/#Whats_the_solution_for_reliable_travel_request_management\" title=\"What\u2019s the solution for reliable travel request management?\">What\u2019s the solution for reliable travel request management?<\/a><ul class=\"ez-toc-list-level-3\"><li class=\"ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.cmwlab.com\/blog\/travel-request-management\/#The_travel_request_process\" title=\"The travel request process\">The travel request process<\/a><\/li><\/ul><\/li><li class=\"ez-toc-page-1 ez-toc-heading-level-2\"><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.cmwlab.com\/blog\/travel-request-management\/#Building_your_travel_request_approval_workflow_First_you_should_make_travel_request_capability_accessible_to_all_employees_But_if_its_only_members_of_a_certain_department_that_travel_often_you_should_assign_access_to_travel_request_to_them_only_Just_specify_the_lists_of_people_who_can_use_the_travel_request_feature_Next_ensure_that_you_have_well-designed_business_travel_request_form_for_employees_It_should_have_blank_spaces_where_users_can_add_their_names_travel_details_project_details_itinerary_accommodation_needs_and_ticket_costs_Users_travel_ID_and_travelers_name_are_automatically_updated_via_software_formulas_Itinerary_details_are_so_imperative_especially_data_on_departure_and_return_dates_travel_allowances_accommodation_and_so_on_Business_travel_request_form_template_created_with_drag_and_drop_simplicity_in_a_workflow_software_by_Comindware_Get_a_30-day_trial_Third_you_should_define_your_travel_request_workflow_The_best_workflow_should_follow_the_processsteps_we_enumerated_above_The_software_is_already_set_to_carry_out_all_the_steps_effectively_and_send_notifications_at_the_end_Visibility_permissions_of_the_business_travel_request_form_should_also_be_configured_By_default_the_whole_form_should_be_seen_by_all_users_But_the_approvers_could_view_it_in_a_read-only_format_As_for_the_expenses_section_access_and_visibility_could_be_granted_only_to_the_travel_team_although_book_tickets_option_should_be_shown_to_users_Finally_you_should_publish_the_travel_request_workflow_so_it_can_be_seen_by_all_the_designated_people_within_the_company_Benefits_of_automated_travel_request_approval_workflows\" title=\"Building your travel request approval workflow\n \n  \n\n \tFirst, you should make travel request capability accessible to all employees. But if it\u2019s only members of a certain department that travel often, you should assign access to travel request to them only. Just specify the lists of people who can use the travel request feature.\n \n \n \tNext, ensure that you have well-designed business travel request form for employees. It should have blank spaces where users can add their names, travel details, project details, itinerary, accommodation needs and ticket costs. Users\u2019 travel ID and traveler\u2019s name are automatically updated via software formulas. Itinerary details are so imperative, especially data on departure and return dates, travel allowances, accommodation and so on.\n  \n\nBusiness travel request form template created with drag and drop simplicity in a workflow software by Comindware.\n\n\n    \n\n            Get a 30-day trial!\n\n    \n\n\n \tThird, you should define your travel request workflow. The best workflow should follow the process\/steps we enumerated above. The software is already set to carry out all the steps effectively and send notifications at the end. Visibility permissions of the business travel request form should also be configured. By default, the whole form should be seen by all users. But the approvers could view it in a read-only format.\n\n\n\nAs for the expenses section, access and visibility could be granted only to the travel team, although \u201cbook tickets\u201d option should be shown to users. Finally, you should publish the travel request workflow so it can be seen by all the designated people within the company.\n\nBenefits of automated travel request approval workflows\">Building your travel request approval workflow\n \n  \n\n \tFirst, you should make travel request capability accessible to all employees. But if it\u2019s only members of a certain department that travel often, you should assign access to travel request to them only. Just specify the lists of people who can use the travel request feature.\n \n \n \tNext, ensure that you have well-designed business travel request form for employees. It should have blank spaces where users can add their names, travel details, project details, itinerary, accommodation needs and ticket costs. Users\u2019 travel ID and traveler\u2019s name are automatically updated via software formulas. Itinerary details are so imperative, especially data on departure and return dates, travel allowances, accommodation and so on.\n  \n\nBusiness travel request form template created with drag and drop simplicity in a workflow software by Comindware.\n\n\n    \n\n            Get a 30-day trial!\n\n    \n\n\n \tThird, you should define your travel request workflow. The best workflow should follow the process\/steps we enumerated above. The software is already set to carry out all the steps effectively and send notifications at the end. Visibility permissions of the business travel request form should also be configured. By default, the whole form should be seen by all users. But the approvers could view it in a read-only format.\n\n\n\nAs for the expenses section, access and visibility could be granted only to the travel team, although \u201cbook tickets\u201d option should be shown to users. Finally, you should publish the travel request workflow so it can be seen by all the designated people within the company.\n\nBenefits of automated travel request approval workflows<\/a><ul class=\"ez-toc-list-level-3\"><li class=\"ez-toc-heading-level-3\"><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.cmwlab.com\/blog\/travel-request-management\/#What_to_do_now\" title=\"What to do now?\">What to do now?<\/a><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"Whats_the_solution_for_reliable_travel_request_management\"><\/span>What\u2019s the solution for reliable travel request management?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n<p>The way out of the challenges discussed above is the automation of your travel request approval workflow. In other words, you need a <a href=\"https:\/\/www.cmwlab.com\/human-resources\/\">HRM software<\/a> that could track your employees\u2019 travel requests with ease and a high degree of accuracy. Consider choosing online solutions for automation of a request management process, which ensure better system availability and lower maintenance cost.\n<\/p>\n\n\r\n<a href=\"https:\/\/www.cmwlab.com\/platform\/try\/\" onclick=\"ga('send', 'event', 'abtest', 'platform-banner-click');\"><img decoding=\"async\" id=\"pl-banner\" src=\"https:\/\/www.cmwlab.com\/blog\/wp-content\/uploads\/2023\/03\/cmw-platform-banner.png\" class=\"img-fluid my-5\" alt=\"CMW Platform banner\" title=\"CMW Platform banner\"><\/a>\n\n<p>From the time a travel request is created, to the time it\u2019s approved, an online travel request system will control the entire process. It will ensure that there is no room for errors and then speed up the process.  As a result of using an automated business travel request form, you can expect the following advantages:<\/p>\n\n\n<ul>\n \t<li>Pre-defined approval patterns and notifications<\/li>\n \t<li>Reduce the costs related to late travel request approvals<\/li>\n \t<li>Enforce logical travel policies<\/li>\n \t<li>Easier tracking of employees\u2019 travel patterns<\/li>\n \t<li>Regulate and rectify your travel request approval workflow<\/li>\n \t<li>Meet your legal requirements.<\/li>\n<\/ul>\n\n<p>It is usually easy to automatically approve your travel request. As long as certain requirements are met, the approval process is easy and quick. First, make sure that the corporate travel management requests for estimated travel expenditure from the employee who wants to travel. Second, ensure that the stated travel expenditure is lower than the maximum allowed cost. Finally, the travel advance requested by the employee should be lower than a pre-set value. If there is a condition that is not satisfactory, your travel request management should receive the travel request.<\/p>\n\n \n\n<h3><span class=\"ez-toc-section\" id=\"The_travel_request_process\"><\/span>The travel request process<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n \n<ul>\n \t<li>The requester submits a travel request.<\/li>\n \t<li>The manager in charge reviews and approves the request.<\/li>\n \t<li>The request is received by the rules driven management department for further review.<\/li>\n \t<li>Final approval is done<\/li>\n \t<li>Notifications are sent.<\/li>\n<\/ul>\n\n<img decoding=\"async\" data-id=\"4314\"  src=\"https:\/\/www.cmwlab.com\/blog\/wp-content\/uploads\/2017\/06\/travel-request-process.png\" alt=\"travel request process\" width=\"600\"  class=\"alignleft size-full\" \/>\n<em>An example of a travel request approval process built in Comindware Tracker.<\/em>\n\n<section class=\"text-center post__button\">\n    <a href=\"https:\/\/www.cmwlab.com\/workflow-software\/try\/\" class=\"btn btn-green btn-lg\">\n\n            Get a 30-day trial!\n\n    <\/a>\n<\/section>\n\n<p>After the corporate travel management approval process pushes through, the team responsible for making travel arrangements will be consulted. Then the finance department will provide the requested travel advance. It is not all travel requests that are approved fast. Those requiring international travel might be vetted twice. Still, there may be employees in your company that doesn\u2019t have to be approved before they travel. For instance, senior management staff could travel without further delay. If there are late travel request submissions, further consulting to know why this happened might be done prior to approval.<\/p>\n\n\n\n<h2>Building your travel request approval workflow\n<br>\n <br>\n<ol>\n \t<li>First, you should make travel request capability accessible to all employees. But if it\u2019s only members of a certain department that travel often, you should assign access to travel request to them only. Just specify the lists of people who can use the travel request feature.<\/li>\n<br>\n<br>\n \t<li>Next, ensure that you have well-designed business travel request form for employees. It should have blank spaces where users can add their names, travel details, project details, itinerary, accommodation needs and ticket costs. Users\u2019 travel ID and traveler\u2019s name are automatically updated via software formulas. Itinerary details are so imperative, especially data on departure and return dates, travel allowances, accommodation and so on.<\/li>\n <br>\n<img decoding=\"async\" data-id=\"4312\"  src=\"https:\/\/www.cmwlab.com\/blog\/wp-content\/uploads\/2017\/06\/travel-request-form-650x260.jpg\" alt=\"travel request form\" width=\"600\" class=\"alignleft size-large\" \/>\n<em>Business travel request form template created with drag and drop simplicity in a workflow software by Comindware.<\/em>\n\n<section class=\"text-center post__button\">\n    <a href=\"https:\/\/www.cmwlab.com\/workflow-software\/try\/\" class=\"btn btn-green btn-lg\">\n\n            Get a 30-day trial!\n\n    <\/a>\n<\/section>\n\n \t<li>Third, you should define your travel request workflow. The best workflow should follow the process\/steps we enumerated above. The software is already set to carry out all the steps effectively and send notifications at the end. Visibility permissions of the business travel request form should also be configured. By default, the whole form should be seen by all users. But the approvers could view it in a read-only format.<\/li>\n<\/ol>\n\n\n<p>As for the expenses section, access and visibility could be granted only to the travel team, although \u201cbook tickets\u201d option should be shown to users. Finally, you should publish the travel request workflow so it can be seen by all the designated people within the company.<\/p>\n\n<h2>Benefits of automated travel request approval workflows<\/h2>\n<p>Companies or HR departments which automate approval request processing usually report the following benefits:<\/p>\n<ul>\n \t<li aria-level=\"1\">Effective travel requests collection and routing.<\/li>\n \t<li aria-level=\"1\">Easy task hand-overs.<\/li>\n \t<li aria-level=\"1\">Convenient management of related data and documents.<\/li>\n \t<li aria-level=\"1\">Easy approval status tracking for both requestor and workflow stakeholders.<\/li>\n \t<li aria-level=\"1\">Ability to evaluate workflows performance and optimize them.<\/li>\n<\/ul>\n<p>In a nutshell, travel approval request automation significantly increases the accuracy, transparency, and handling speed of your business travel related workflows.<\/p>\n\n<h3><span class=\"ez-toc-section\" id=\"What_to_do_now\"><\/span>What to do now?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n<p>If you are ready to automate your <strong>travel request management with Comindware Tracker<\/strong>. This <a href=\"https:\/\/www.cmwlab.com\/workflow-software\/\">workflow management software<\/a> makes it easy to create business travel request forms and  processes travel requests in an error-free and quick manner, allowing you to save time and money. So, you should request your 30-day trial period from us now.<\/p>\n\n<section class=\"text-center post__button\">\n    <a href=\"https:\/\/www.cmwlab.com\/workflow-software\/try\/\" class=\"btn btn-green btn-lg\">\n\n            Get a 30-day trial!\n\n    <\/a>\n<\/section>\n\n<section class=\"author bg-light border\">\r\n    <section class=\"row p-3 p-sm-5 align-items-center\">\r\n        <aside class=\"col-sm-3 col-4\">\r\n            <img loading=\"lazy\" decoding=\"async\" width=\"100\" height=\"100\" class=\"author__img img-fluid rounded-circle\" title=\"Helena Haidu\" src=\"\/blog\/wp-content\/uploads\/2015\/04\/Elena-Haidukova.jpg\" alt=\"Helena Haidu\">\r\n        <\/aside>\r\n        <article class=\"col-sm-9 col\">\r\n            <p class=\"author__text\">Helena Haidu is an Online Marketing Manager at CMWlab. and a passionate advocate for empowering executive managers onward to <a href=\"https:\/\/www.cmwlab.com\/workflow-automation\/\">workflow automation<\/a> and running their businesses efficiently.<\/p>\r\n        <\/article>\r\n    <\/section>\r\n<\/section>","protected":false},"excerpt":{"rendered":"<p>A travel request approval workflow is among the most imperative businesses processes a company should have. It is specifically needed by companies that permit employees to travel for business. Without a flawless workflow, you can expect to see one or all of these challenges. First, effectivity of business travel management in your company will depend [&hellip;]<\/p>\n","protected":false},"author":17,"featured_media":4713,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[19],"tags":[],"class_list":["post-4305","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-solutions"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.14 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Travel Request Management in Comindware Tracker &mdash; CMW Lab Blog<\/title>\n<meta name=\"description\" content=\"When it comes to excellent travel request management, you really should use software. It will help you track travel requests and avoid expensive mistakes.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.cmwlab.com\/blog\/travel-request-management\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Travel Request Management in Comindware Tracker &mdash; CMW Lab Blog\" \/>\n<meta property=\"og:description\" content=\"When it comes to excellent travel request management, you really should use software. 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