Business Trips Operations Management

Business Trips (Delegation)

After the employee submits a business mission request, and specifies the number of business trip days, as well as the destination in the submitted request,

and after it is approved by the people in the approval chain, the system will automatically calculate the business trip clearance, based on the policy to which the employee was assigned, and also based on the daily amount that was previously defined, within the settings and policies of business trips and their destinations on the settings page, and finally the system will issue a payment task to the person who was previously appointed as the executor of the payment task for the business trip, in the event that the payment process for the clearance is done outside the payroll.

Note:

If the employee adds an exit and return visa request, or a travel ticket with the business trip request, the tasks will be automatically assigned to the persons appointed by the system administrator, to carry out the issuance and payment tasks (for both exit and return as well as tickets).

Therefore, the person appointed as responsible for the business trip payment task must go to the Requests tab, then go to the Tasks tab, choose the business trip task from the list of pending tasks, and click on it to view the clearance details and the total amount to be paid.

After completing the payment of the business trip clearance amount for the employee outside the Jisr system, the person appointed as responsible for the payment task must click on the Complete Review option, set the payment date, attach proof of payment as an attachment within the task, and then click on the Confirm option to update the task status to Complete.

Therefore, the payment status can be viewed from the financial transactions page in the employee's file.

Notes:

If the payment or compensation policy for employees for work assignment requests for the facility is done (within the payroll), it is necessary to verify the due payment date (due date) for this claim from the financial transactions tab in the employee's file, to ensure that the settlement amount is included in the payroll in which it is required to be paid, or to reschedule it for another month if necessary.

Thus, the work assignment value will appear automatically within the payroll table in which the payment process was scheduled, within the work trip column.

After completing the confirmation of the payroll, and confirming the payment date from the salary transfer page, the system will automatically update the payment status for this transaction in the financial transactions tab within the employee's personal file.