A Guide to Your Travel Request Approval Process | Workwisely

Travel Request Approval

TRAVEL REQUEST

Travel Request Approval

Approve or reject employee travel requests with full trip context — itinerary, estimated cost, and policy checks — in a single view.

Travel approval
👥 WHO USES THIS
Managers approving team travel
Travel desk validating itineraries
Finance preapproving budgets
✨ WHAT YOU'LL ACHIEVE
Approve travel with full context
Enforce travel policy limits
Unlock downstream reimbursements
👥 WHO USES THIS
Managers approving team travel
Travel desk validating itineraries
Finance preapproving budgets
✨ WHAT YOU'LL ACHIEVE
Approve travel with full context
Enforce travel policy limits
Unlock downstream reimbursements
  • All travel requests go through an approval process to ensure error-free payroll for employees.

  • Navigate to My Team → Travel & Expenses → Approvals or Workflow → Approval Management

Individual Approval

Each record in the approval section has specific icons for action:

  • Tick Icon (✔): Click this icon to approve the particular record.

  • Cross Icon (❌): Click this icon to reject the particular record.

Bulk Approval

Click the checkbox before the Title column to select all the pending approvals. Then, click either the Approve or Reject button located on the right-hand side, above the Actions column, to process the selected approvals.

My Approval
Designated approvers can view all the salary revision requests that are pending approval. They have the ability to take action on these requests, either by approving or rejecting them based on the information provided.

Group Approval
This tab is accessible only when the user is part of an approval group. When approval is assigned to a group, any member of the group can claim the task. Once claimed, the task will appear in their My Approval tab, and they can proceed with the necessary actions. If someone from the group wishes to disclaim the task, they can reassign it to another member of the group, allowing for seamless delegation and approval.

Outstanding Approval
This tab is available exclusively to users with admin access. Admins can view all pending approval requests from various approvers across the organization. They have the ability to take action on these requests on behalf of the approver, ensuring that the approval process continues smoothly.

Approval History
The Approval History tab maintains a complete record of all approvals and rejections. It provides a detailed log of past approval actions, including who approved or rejected the request and any comments made during the process. This allows for easy tracking and transparency throughout the approval workflow.




Fig: Travel Request Approval


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