Clearance · policy preview · per diem · approvals
Travel clearance before tickets and per diems
Optional travel module for field NGOs — staff request clearance in Me with policy preview, while managers, HR, and finance approve in the shared inbox before spend is committed.
Me portal requests
Staff submit and track travel clearance with UUID deep links — no separate travel tool.
Policy preview
Preview tenant travel rules before submission so field staff know what applies.
Shared approvals
HR and finance sign off in the unified inbox against your travel policy.
Travel clearance built for field NGOs
Frequent mission travel without losing policy control — integrated with HR and Me self-service.
Me portal travel
Staff create clearance requests, attach purpose and dates, and follow status from Me.
Policy-aware submission
Where configured, policy preview surfaces per-diem and advance rules before routing.
Approval routing
Tenant-defined chains through the shared engine — same inbox as leave and procurement.
HR context
Works alongside leave and employee records without duplicating people data.
Enable travel on your tenant
Travel is an optional module — turn it on when field clearance workflows are ready alongside HR.
- Optional module per organisation — not enabled by default
- RBAC on travel APIs and Me routes
- Integrates with approvals inbox actions
-
1
Enable HR and travel
Toggle `hr` and `travel` in Settings. Define offices and who may submit from Me portal.
-
2
Configure policy
Set travel policy rules and approval definitions so managers and finance see the right steps.
-
3
Staff submit clearance
Field staff request clearance before tickets and per diems are committed.
Clearance before spend
Reduce last-minute exceptions by routing travel before bookings.
Staff previews policy
Employee checks rules and completes the clearance form in Me.
Managers and HR approve
Line manager and HR steps confirm operational need and policy fit.
Finance on advances
When cash advance is requested, finance approves before funds move.
Works with
Travel extends people operations without a standalone system.
Frequently asked questions
Common questions from NGO programme, finance, and IT teams evaluating this module.
Who submits travel clearance requests?
Staff submit from Me portal; HR and finance approvers act in the approvals inbox according to tenant travel policy.
Is travel enabled by default?
No. Travel is an optional module toggled per organisation when field travel workflows are ready.
Can staff preview policy before submitting?
Where configured, policy preview helps staff understand rules before clearance is routed for approval.