policies for business trips

It is known that each facility has a policy, or several policies of its own, regarding business trips (assignments), whether they are inside Saudi Arabia or outside.

First: Defining and adding policies for business trips:
In order to benefit from the feature of automating the process of calculating the receipts for business trips or assignments on the Jisr system, the system admin or the person with authority must first define and add the facility’s policy for business trips, by following the following steps:

Go to the settings

From the Payroll tab, choose the Payables.

Go to the Business Trips tab

Click on the Add a new policy option

Give this policy a name

Specify the method of calculating the assignment amount for daily housing or accommodation, which will be disbursed to the employee, to be calculated per day or per night.

Noting that:

When choosing to calculate the number of days of accommodation per day: The calculation of the total accommodation or housing amount will be identical to the value of the daily housing amount multiplied by the number of days requested by the employee in the work assignment request.

When choosing to calculate the number of days of accommodation per night: The calculation of the total accommodation or housing amount will include the value of the daily accommodation amount multiplied by the number of days requested by the employee, one less day.

For example: An establishment has a policy for domestic flights as follows:

(The amount of daily accommodation or housing for each day is 500 SAR + the amount of transportation for each day is 300 SAR + the amount of food for each day is 200 SAR) => Total = 1000 SAR

An employee submitted a 5-day work assignment request

1- If the policy is to calculate the number of days of residence or lodging per day, the full amount of the work trip clearance will be = 5000 SAR.

2- If the policy is to calculate the number of days of accommodation or accommodation per night, the full amount of the business trip clearance will be = 4500 SAR (the amount of daily accommodation will be calculated for 4 nights only, not 5 days)

Second: Identify travel destinations:
Within the steps of adding a business trip policy for the facility, it is necessary to specify travel destinations and fully define the cities to which employees are assigned.

This is done through the (Destination) option, then clicking on the Add Destination option, to create a new destination, then clicking on the Save option.

Note: Various cities within the Saudi Arabia or outside Saudi Arabia can be added in a detailed manner (Riyadh, Jeddah, Dammam, Dubai, Cairo, etc.)

Or use the shortcut method when creating destinations, such as (inside the Saudi Arabia, outside the Saudi Arabia, etc.)

Third - Identify daily assignment amounts for travel destinations:
The system administrator must define the amount of daily accommodation or lodging + the amount of transportation + the amount of food for each day, if any) according to the establishment’s policy, for each destination affiliated with each policy, by clicking on the pencil icon in front of each destination.

Notes:

If the establishment has more than one policy for work tasks (one policy for managers and another policy for employees, or several policies based on job grades, etc.).
The system admin can define more than one policy through the option (Add a new policy) and set a special name for each policy, in addition to choosing the employees to whom the policy applies, assigning destinations, and finally defining the daily amounts for each destination.

If the system admin wishes to exclude some employees, so that (the option to submit a business trip request is hidden from them in the self-service application), they must be excluded from the list of selected employees and not assigned to any policy.