The time off option allows Travel Managers to adhere to their company's policies and determine whether they need to compensate employees on certain budgets for taking time off during a business trip.
Note: The section below explains how a Time Off can be added to a trip when it is created by a Travel Manager or an Administrator. Users with an Employee profile can also add a time off request when submitting a request for a new trip by following steps 6a and 6b.
1. Log into the Mesh platform with your Admin, Pro, or Travel Manager profile.
2. Navigate to the Travel page.
3. Click on the New Trip + icon.
4. Add the relevant information to the Details section.
5. Navigate to the Trip plans section.
6. Enter the From/To cities and the dates then click on the Select dates under the Time off header.
6a. Add a single time off day and repeat the step should you need to add non-consecutive days (e.g., the first day of your trip and the last).
6b. Add consecutive time off days (i.e., select a few days by dragging your mouse across the relevant time frame)
7. Navigate to the Travel Policy section, click on the Edit icon of any non-fixed travel policy, enter the relevant data, and click on the Save button.
In the above example,
- PTO stands for Paid Time Off.
- The traveler gets a $50 budget per day according to the Transportation policy.
- The last three days were set as PTO days and the traveler gets $0 for Transportation.
- Although the traveler marked the last day as PTO, the Travel Manager decided to override the $0 PTO amount as the traveler is still entitled to transportation.
- The Travel Manager also decided to provide a bigger budget for the trip's first and last days as the traveler needs to get to and from airports, which may increase costs.
8. Complete the rest of the trip form by adding relevant information and then click on Submit.
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