How to Raise a Travel Request in Zoho People

Follow this interactive, step by step demo to raise a travel request in Zoho People and send it to HR. No sign up needed.

What is a travel request in Zoho People?

In Zoho People, a travel request is the form an employee fills in before a business trip. It records who is traveling, which department they belong to, why they are going, where and when, and whether the trip is billable to a customer, so HR and managers have everything they need to approve it.

Travel requests live in the Travel module, next to the rest of an employee's HR records. Once submitted, the request follows your company's approval flow, so the right manager or HR contact reviews it, and the employee can see whether it has been approved without chasing anyone over email.

Filling travel requests in correctly matters more than it looks. Clear purposes, accurate dates, and the right billing flag are what make approvals quick and keep travel costs easy to report on later. That is why raising a travel request properly is one of the first HR tasks new employees and managers should learn.

How to raise a travel request in Zoho People

1. Open the Travel module

From the navigation bar in Zoho People, click the Travel tab to see your travel records and start a new request.

2. Click "Add Record"

Click the "Add Record" button to open a new travel request form for the upcoming trip.

3. Choose the employee

Select yourself, or one of your reportees if you are raising the request on their behalf, depending on who is traveling.

4. Choose the department

Pick the traveler's department from the list, so the request reaches the right approvers and is reported in the right place.

5. Enter the purpose of the visit

In the Purpose of Visit field, explain why the trip is needed, for example a customer meeting or an onsite workshop.

6. Mark whether it is billable

If the travel will be billed to a customer, select Yes. Otherwise, choose No, so finance knows how to treat the costs.

7. Add the trip details

Enter where the employee is traveling from and to, the departure and arrival dates, and how many days they will stay.

8. Click "Submit"

Review the form and click "Submit" to send the travel request to HR. To raise another one straight away, click "Submit and New".

After submitting the request, you can follow its approval status from the Travel module and update the details if plans change.

Who uses travel requests in Zoho People?

Employees who travel for work use travel requests to get trips approved before they book, with every detail HR needs in one form instead of a long email thread.

Managers raise requests for their reportees and approve the ones that come in, with the purpose, dates, and billing flag right there to decide quickly.

HR teams use travel requests to keep a clean record of who traveled where and why, which makes policy checks and reporting much easier.

Finance teams rely on the billable flag and trip details to separate customer billable travel from internal costs when the expenses arrive.

This is exactly the kind of workflow HR teams have to teach again and again as new employees join and forms change. The interactive walkthrough above was built with Layerpath. Instead of re-recording a video every time a screen or step changes, you update the single step that changed and the guide stays current.

Zoho People alternatives for HR teams

If you are comparing HR tools for requests, records, and approvals, these are common alternatives to Zoho People:

BambooHR

A popular HR platform for small and mid sized teams, strong on employee records and time off.

Rippling

An all in one platform that ties HR, payroll, IT, and spend together.

HiBob

A modern HR platform built for growing, distributed teams.

Personio

An HR suite popular with European small and mid sized companies.

Build a walkthrough like
this in minutes

Keep every guide current without re-recording.

FAQ

This demo,
explained.

Everything you need to know about this interactive demo and making your own.

Who can raise a travel request in Zoho People?

Employees can raise travel requests for their own trips, and managers can raise them on behalf of their reportees by choosing the traveling employee in the form.

Who approves a travel request?

That depends on the approval flow your company has set up in Zoho People. Usually the request goes to the employee's manager, HR, or both before the trip is approved.

Can I edit a travel request after submitting it?

If your plans change, open the request from the Travel module to update it, depending on your company's settings and where the request is in its approval flow.

What does the billable option mean?

Marking a trip as billable tells finance the cost will be charged to a customer. Non billable trips are treated as internal company travel.

Can I raise several travel requests at once?

Yes. Use "Submit and New" to send one request and open a fresh form straight away, which is handy when several people are traveling to the same event.

Can I raise a travel request from my phone?

Yes. Zoho People has mobile apps, so employees can raise and track requests while they are away from their desk.