Manage Business Trips with the Trips feature 🗓️
There are 4 ways to add Business Trips:
Admin/Mobility users can add them manually.
Import them en masse (e.g. from a travel provider spreadsheet).
Ask employees to add them via the employee app.
Adding a Trip from a case.
Creating a trip manually (by an Admin/Mobility user)
Access Trips by going to People and selecting Trips in the dropdown menu.
To create a trip, simply click on "+".
Fill in the details of the trip and click on Create Trip.
If you want to ask the employee to confirm the details are correct, click on Request Confirmation.
Importing and Exporting Trip Data
To import or export trip data, click on Actions on the upper right of the screen and select Import Data or Export Data.
Selecting Import Data will prompt you to upload and set up your data for import.
💡Learn more about importing data here.
Selecting Export Data will download a .xlsx file of trip data.
💡Note: Use filters to narrow down your searches when preparing your data for exporting!
Adding a Trip from a Case
To add a trip from a case, simply scroll down to the Trip section. Click on "+" or Add Trip and set the employee's base location.
Fill out the trip details, and click on Create Trip. Creating a trip in a case automatically links the case to the created trip!
💡Note: Creating a trip in a case automatically links the case to the trip!
Managing Trip Data
Click on the filter icon to easily narrow down your searches!
To delete a trip entry, simply open an entry and click on "..." then select Delete Trip.
Linking a Trip to a Case
Link Trips to case to track travel related to a case and view it on the case or related trips!
To link case, open or create a trip. Scroll down to the Related Items section, click on "+" and select Link Trip.
Finally, select the case you want the trip linked to.
Business Trip Calendar Automations
New automations are available:
Here are the available Automations for the Business Trip Calendar:
Days Travelled in Rolling 12 Months
When an employee travels to:
Destination Country
For _____ or more days in Rolling 12 Months.
Number (of days)
It can:
Create an alert
Send a notification
Days Travelled in Calendar Year
When an employee travels to:
Destination Country
For _____ or more days in Calendar Year.
Number (of days)
It can:
Create an alert
Send a notification
Days Travelled in Fiscal Year
When an employee travels to:
Destination Country
For _____ or more days in Fiscal Year.
Number (of days)
It can:
Create an alert
Send a notification
