Approver & Finance MANUAL Employee Portal For Raymond Lifestyle

Transcription

1 Approver & Finance MANUAL Employee Portal For Raymond Lifestyle Version 1.0

2 Contents 1. Introduction Login Domestic Travel Request Workflow International Travel Request Workflow Steps for action by Approver on Travel Requests: Advance Verification by Finance Domestic Travel Request Verification International Travel Request Verification... 11

3 1. Introduction About this User Manual The objective of this manual is to help the approvers and finance of Raymond Lifestyle group to operate the Raymond Lifestyle Employee Portal that includes approval, review, rejection, etc. of the travel request raised by users / employees.

4 2. Login Step to login STEP 1:- Start Browser. STEP 2:- In address bar type web URL of application. STEP 3:-Login If you are accessing the above link within the Raymond network (i.e. from office) then system will automatically log you in. If you are not automatically logged in, please follow step (b). If you are accessing the above link over the internet (i.e. outside office, cyber café, etc.) then use your windows login id and password in below screen to login. E.g. If your windows login id is Raymond\rameshkumar use login as rameshkumar and password is same your windows login password. Note: 1. This link will only work on desktop/laptop i.e. it is not compatible with smart phones. 2. Kindly ensure you are latest browser i.e. IE 9 and above, Chrome and Mozilla firefox latest version. 3. In case you have any technical difficulty while accessing the application (like link not accessible, unable to login, etc.), please contact your IT team for assistance.

5 3. Domestic Travel Request Workflow Note: 1. RM = Reporting Manager of User

6 4. International Travel Request Workflow Note: 1. BU Head = Business Unit Head

7 5. Steps for action by Approver on Travel Requests: An approver can be any of the following person w.r.t the User who has raised the request: 1. Reporting Manager. 2. BU Head. 3. CEO. STEP 1:- On Home Page, click on E-Travel tab. STEP 2:- Under Forms waiting for My Action tab, Approver will see all the requests waiting for his/her further action.

8 STEP 3:- Click on request to open the request and take further action. STEP 4:- Approver Action: A. Approve Click on Approve button and enter comments to approve request. B. Send for Review In case the approver wants any modification/changes in the request, he/she can send the document back to requestor by clicking on Send for Review button and enter required comments.

9 C. Reject Click on Reject button and enter comments to reject request. Attention: Select this option only if the approver wishes to permanently terminate the travel requests. No further action can be taken once the request is rejected.

10 6. Advance Verification by Finance STEP 1:- On Home Page, click on E-Travel tab. STEP 2:- Under Forms waiting for My Action tab approver will see all the requests waiting for his/her further action. Domestic Travel Request Verification STEP 1:- By Default Approved Advance Amount will be same as advance request by user. However finance will have option to edit this amount only if required.

11 STEP 2:- Click on Verified button to Verify Request. International Travel Request Verification STEP 1:- View travel tickets booked by travel desk by clicking on Booked link against respective line item under Itinerary details. Note: This will help finance to determine the no. of nights for which advance is to be released. STEP 2:- Change/confirm advance amount. Note: Based on above checking, change the advance amount (if required) under Approved Amount in Finance Only section. By default system will show the advance requested by user.

12 STEP 3:- Click on Generate Forex Letter button to generate forex letter. Download the forex letter for signature and submission to Pheroze Framroze. STEP 4:- Click on Save button to save details for later updating the INR conversion Rate, Taxes etc. STEP 5:- Updating INR Conversion details and Taxes Based on the invoice received from Pheroze Framroze, kindly update the INR conversion Rate, Taxes. Post above updation, click on Verified button to complete the request.