TO Domestic

Travel orders application is available in Portal under the Travel orders tile. Login information are the same as to Portal, i.e. PortalID and password.

Menu

There is a menu, which contains all currently available actions for the common user after logging in to the application. You can create a new domestic travel order [1], which you can then either send for approval or you can save it for later edit. You will be able to create a new foreign travel order [2] later as it is currently under development. You can edit your unfinished travel orders [3]. You will find all fully created and sent travel orders (TO) in the list of travel orders [4]. Furthermore, you will also do a clearence of the TO in this section as well as submission of a request for a change in an already approved travel order, or you can modify an already created but unapproved TO (see below). If you are an approver, you can use the Travel orders for Approval [5] section, where you will find all current TOs, as well as those already approved (see below).

New domestic travel order

You will begin the process of creating new domestic travel order by selecting it from the home page.

Header

If you have more than one employment at UP, you can select the workplace under which you will fill in the travel order. If you have only one employment, your workplace will be selected automatically. You can select a correct trip approver if necessary. You can add one or more fellow travellers [1] to the TO at once. They will receive a notification e-mail with information that they have a TO to check after you send your TO for approval. They should edit the data where necessary in their TO and send it for approval afterwards.

Presupposed trip

It is important to fill in all the required data and the optional data as accurately as possible to make the approval process of your CP as easy as possible.

The beginning of the trip

You must fill in the place of departure and the date and time of departure [1]. The time will be specified later in settlement of the TO. You will select the date and time by selection of date from calendar and time selection option..

Place of meeting

You must add a purpose [1] to the place of meeting. You can select from following options: Active conference, Course, Other, Passive conference, Internship, Lecture, Research, Teaching and Winter/Summer school. You can specify [2] the purpose in the text field below. You can add another place [3] of meeting by clicking the button.

End of the trip and stopover

Place of return will be filled in automatically from the place of departure. You can edit it if necessary. You must enter a date of return [1]. Time of return will be specified in settlement of TO. If you will take a stopover [2], check the checkbox. You then must enter date and time of the stopover including a reason for stopover. You can change the time of the stopover in settlement, but not its date! You can delete [3] the stopover as well as you can add another stopover [4].

Means of transport

You must enter the means of transport [1] before the trip, that you will use. If you select the option own car, the application will check whether you have a valid driver training and if the car has a valid accident insurance. You cannot change the means of transport in settlement! You can add another means of transport by click the plus button [2].

Meal allowance reduction

Check [1] meals you know will be provided free of charge (breakfast, lunch, dinner). You can even check the whole day or whole category of meals.

Expected expenses

Expected expenses are calculated automatically based on the lenght of the trip and on meal allowance reduction. After adding [3] another expense, you can select its type [1], amount and description. You can delete [2] added expenses if added by mistake. You will update the expenses in settlement after the trip (see below).

Financial resources for the trip

When selecting a financial resource, you can either select a SPP element or a cost center [1]. If you select a specific SPP element [2], which you can find also in advanced search, you can select a financial resource relevant for that specific SPP element. Originators and administrators are selected automatically according to the SPP or cost center.

Advanced search of a SPP element

If you select the advanced search option, a new window will open and you can seach for the SPP element by selected criteria. You will select the SPP element by clicking on it.

Request for adances, notes and saving of TO

If you want to receive an advance, then check the box [1]. Then you will see new fields for amount, date of payout and method of payout [2], which is either payroll account or other account for domestic travel orders. You can add an optional note [3] to the TO. You can either save the TO for further editation [4] or you can save and submit the TO for approval [5]. Once the TO is accepted by originator, it is automatically forwarded to the administrator. If you request an advance, responsible officer will receive a notification regarding it. If your TO is approved completely, you will receive a notification e-mail, you will receive an e-mail if your travel order is rejected as well.

Unfinished travel orders

You can save your travel orders whenever when creating them, see above. Number of unfinished TO [1] is displayed on the main page tile.

Unfinished TO overview

You can view all your unfinished travel orders after clicking the Unfinished travel orders tile on the main page. You can either delete [1] them or you can edit [2] them. You can save the unfinished TO again as an unfinished, or you can send it for approval.

List of travel orders

You can view all your created travel orders which you have sent for approval in the list of travel orders. You can enter the detail by clicking the detail button or by clicking the trip description [1]. You can cancel the TO by clicking the cancel button [2]. Travel orders have several states [3] which you can work with. You will see a status of the approval process [4] when the TO is in Waiting for approval status. You can edit [5] the TO as long as it is not approved by one of the approvers. Your TO is in Approved status when it is approved completely before the trip. You can fill in settlement [6] after the trip. Also, you can send a request for a change [7] until you make the settlement. Such request is then sent for approval. When you send the settlement after the trip, your TO will be handed over for liquidation. Once approved, it will be automatically send for approval to the originator and administrator. As soon as the settlement is approved, the status will be Settlement approved, which is the last state of the whole process. You will receive an e-mail notification whether your TO is approved or rejected. Furthermore, you can copy [8] the existing travel order.

You can print travel orders from the application in PDF format. You can print after the approval of the TO before the trip, after the settlement you will see this print option as well. The print travel order progress means the printing of the time and the history of the approval process.

Setllement

You can enter the settlement after the trip. You will find the option in the list of the travel orders. Proceed to Settlement [1] in the TO.

Entering correct times

You must enter the correct time of departure [1] and time of arrival [2] in the settlement.

Entering the stopover times

If you took a stopover on your trip, update the time [1] according to reality.

Business trip report

You can enter the report either into the text field [1] or you can upload [2] a text file in the app.

Meal allowance reduction

Check [1] meals which were provided to your for free. You can check also the whole day or category of meals.

Actual expenses

You can enter a type, amount and optional description [1] in each of the actual expences types entered in the application. You must upload a tax document [2] in the settlement. You can add other expences by clicking the + button [3].

Financial resources and sending settlement for approval

Check if all financial resources are valid and then send the settlement for approval [1] to the liquidator. Once approved by liquidator, the TO will be approved by originator and administrator.

Approver - travel orders for approval

Approvers have a tile Travel orders for approval at their disposal. This tile shows the amount of TO [1] waiting for approval.

Overview of TO for approval

You can filter the travel orders by the expected type of action [1] or by the name of the employee [2]. You have the option of displaying an extended preview of the travel order [3], or you can view the entire TO detail [4] in each travel order tab. You can approve the TO in its detail as well. You can also approve or deny [5] individual travel orders separately. If you would like to approve multiple TO at once, you can select [6] individual orders or you can select all [7] of them. You can approve or deny them in bulk [8] at the bottom of the screen.

You will see all the data that the user has entered in the TO, including expenses for transport, food and other expenses, business travel interruptions and more in the detail of the TO. If the employee is travelling using their own car, you can view the detail of the vehicle [1] by clicking the car icon.

Adding a comment to the decision

If you decide to deny the travel order, you can send the reason for the rejection of the order to the applicant. You need to enter it in the comment text box.

Likvidátor a pokladník

V roli likvidátora a pokladníka jsou k dispozici dvě další dlaždice - Cestovní příkazy k likvidaci, u kterých je zobrazen počet CP [1], u kterých je potřeba provést likvidaci, a Pokladna, u které je zobrazen počet záloh k vyplacení [2].

Pokladna

V roli likvidátora můžete filtrovat cestovní příkazy dle identifikátoru (ID) [1], dle stavu cestovního příkazu [2], či dle jména zaměstnance [3]. Kliknutím na jméno zaměstnance si můžete zobrazit detail CP [4]. Pokud zaměstnanec vyžaduje vyplacení zálohy, tak po vyplacení zálohy ji do aplikace zaevidujte [5]. Pokud po vyúčtování musí zaměstnanec vrátit část zálohy, obdrží o této skutečnosti notifikační e-mail s QR kódem pro snadné zaplacení bankovní aplikací, popř. s údaji pro vrácení přeplatku. Po obdržení přeplatku jej zaevidujete v aplikaci [6].

Cestovní příkazy k likvidací

V roli pokladníka můžete filtrovat cestovní příkazy dle identifikátoru (ID) [1], dle stavu cestovního příkazu [2], či dle jména zaměstnance [3]. Kliknutím na jméno zaměstnance si zobrazíte detail CP [4], kde vyúčtování můžete schválit či zamítnout.

Detail cestovního příkazu

V detailu můžete přepínat [1] mezi daty z předpokládané cesty a skutečnou cestou.

Pokud zaměstnanec jede autem, pak po kliknutí na ikonu auta si zobrazíte detail daného vozidla [1].

V části vyúčtování cesty pak jsou k dispozici daňové doklady ke stažení [1]. Ve spodní části obrazovky jsou pak k dispozici tlačítka pro schválení či zamítnutí CP [2].

Přidání komentáře k rozhodnutí

Pokud CP zamítnete, zaměstnanec obdrží notifikační e-mail s informací, že jeho CP byl zamítnut a že je potřeba provést úpravy. Požadované úpravy můžete specifikovat v komentáři.