Purpose of Travel
Overview
Purpose of Travel – Business Overview
Purpose of Travel is a simple but important reference document in Dafater that defines the approved reasons why employees travel for work. It helps organizations standardize how travel is requested, reviewed, reported, and analyzed across the business.
What Purpose of Travel Is Used For
Purpose of Travel is used to clearly state why an employee is traveling on behalf of the organization. Instead of free‑text explanations, the business maintains a controlled list of travel purposes such as client meetings, training, site visits, audits, or conferences.
This ensures:
- Consistent travel justification across all departments
- Better control over travel approvals and costs
- Clear reporting on travel activities and spending
Prerequisites and Setup Requirements
Before using Purpose of Travel in daily operations, the organization should:
- Define standard travel reasons aligned with business activities
- Agree on naming conventions that are clear and meaningful to employees and managers
- Ensure management approval of the travel purposes to support policy compliance
Once set up, these purposes are available for selection wherever employee travel is recorded or requested.
Typical Workflow and Business Fit
Setup
HR or administration defines a list of approved travel purposes in Purpose of Travel.Travel Planning
When an employee submits a travel request, they select the appropriate Purpose of Travel from the predefined list.Approval
Managers and finance teams review travel requests with a clear understanding of the business reason for the trip.Reporting and Review
Travel data can later be reviewed by purpose, helping leadership understand why travel occurs and where budgets are being spent.
Purpose of Travel fits naturally into employee travel, expense management, and workforce planning processes.
Key Business Scenarios Where Purpose of Travel Is Essential
Employee Travel Requests
Ensures each trip has a clear, approved business reason.Expense Review and Control
Helps finance teams validate that travel expenses align with business priorities.Audit and Compliance
Provides documented justification for travel during internal or external audits.Management Reporting
Enables analysis of travel trends, such as training-related travel versus client-related travel.
Important Considerations for Users
- Always select the most accurate Purpose of Travel to avoid delays in approval.
- Do not use generic or incorrect purposes, as this affects reporting and budget analysis.
- Periodically review and update the list to reflect changing business needs.
- Keep descriptions clear so employees and approvers interpret them consistently.
In summary, Purpose of Travel supports transparency, consistency, and control in business travel by clearly defining why employees travel and ensuring every trip aligns with organizational objectives.
Basic Information
- Module: HR
- Document Type: Other
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| purposeoftravel | Purpose of Travel | Data | - | Business reason for travel request in Dafater |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| System Manager | ✓ | ✓ | ✓ | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Travel Request | Linked from | HR |