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Řádek 1: | Řádek 1: | ||
Travel orders application is available in Portal under the Travel orders tile. Login information are the same as to Portal, i.e. [[Portal|PortalID]] and password. {{DISPLAYTITLE:Domestic Travel Orders}} | Travel orders application is available in Portal under the Travel orders tile. Login information are the same as to Portal, i.e. [[Portal|PortalID]] and password. | ||
{{DISPLAYTITLE:Domestic Travel Orders}} | |||
== Menu == | == Menu == | ||
Řádek 74: | Řádek 76: | ||
=== Overview of TO 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 | 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 reject [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 reject them in bulk '''[8]''' at the bottom of the screen. [[Soubor:Cp en 23.png|Soubor|střed|bezrámu|950x950pixelů]]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. [[Soubor:Cp en 29.png|Soubor|střed|bezrámu|950x950pixelů]] | ||
==== | ==== Adding a comment to the decision ==== | ||
If you decide to | If you decide to reject 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.[[Soubor:Cp en 24.png|Soubor|střed|bezrámu|950x950pixelů]] | ||
== ''' | == '''Liquidator and treasurer''' == | ||
Liquidator and treasurer roles have two extra tiles at their disposal - Travel orders for liquidation, which shows '''number of TO waiting for approval [1]''', and Treasury, which also shows '''number of advances to be paid [2]'''. [[Soubor:Cp en 25.png|Soubor|střed|bezrámu|950x950pixelů]] | |||
=== | === Treasury === | ||
You can filter the travel orders by '''identifier (ID) [1]''', '''status of the TO [2]''' or by '''employee name [4].''' You can view the '''detail of the TO''' '''[4]''' by clicking the employee name. If the employee '''requests an advance''', you should '''register''' '''[5]''' it in the application after the payment. If the employee has to return part of the advance after the settlement, they will receive a notification e-mail with a QR code for easy payment by the banking application on their phone, or with details for refunding the payment. After '''receiving''' the overpayment, you '''register it in the application [6]'''.[[Soubor:Cp en 26.png|Soubor|střed|bezrámu|950x950pixelů]] | |||
=== | === Travel orders for liquidation === | ||
Treasurer can filter travel orders by '''identifier (ID) [1]''', '''status of the TO [2]''' or by '''name of the employee [3]'''. You can view the '''detail of the TO [4] by clicking the name''' of the employee, where you can approve or reject the order.[[Soubor:Cp en 27.png|Soubor|střed|bezrámu|950x950pixelů]] | |||
==== Detail | ==== Detail of a travel order ==== | ||
You can '''switch [1]''' between the data from the expected path and the actual path in the detail.[[Soubor:Cp en 28.png|Soubor|střed|bezrámu|950x950pixelů]]If the employee is travelling using their own car, you can view the '''detail of the vehicle [1]''' by clicking the car icon.[[Soubor:Cp en 29.png|Soubor|střed|bezrámu|950x950pixelů]] | |||
Tax documents are then available for download in the '''trip settlement section [1]'''. At the bottom of the screen there are buttons for '''approving or rejecting the CP [2]'''. [[Soubor:Cp en 30.png|Soubor|střed|bezrámu|950x950pixelů]] | |||
===== | ===== Adding a comment to the decision ===== | ||
If you reject the TO, the employee will receive a notification e-mail informing them that their TO has been rejected and that some adjustments need to be made. You can specify the required adjustments in the comment. [[Soubor:Cp en 24.png|Soubor|střed|bezrámu|950x950pixelů]] | |||
[[Kategorie:Information Technology|Information Technology]][[Kategorie:Manuals|Manuals]] | [[Kategorie:Information Technology|Information Technology]][[Kategorie:Manuals|Manuals]] |