Vergleichsreport

General informationInformation

This menu item gives the superior supervisor an overview of the planned or to be accounted travels trips and trips awaiting settlement of his or her employees, which who are selected via using the search maskform. The position in the workflow of the relevant travel in the workflow business trips that fall within the specified period is also displayedvisible. The travels and trips are listed here chronologically with their most important data are listed chronologically here. You can use the search template to sort and search them according to . Using the search form, they can be sorted and searched by various criteria.

The search maskSearch Form

from From and to date

These parameters are used by With these parameters, the user to set sets the time period to be queried. This can be done both by direct input (in You can do this either by entering the dates directly (in the format dd.mm.yyyy format) and or by clicking on the corresponding day in the calendar calendar .

Travel Trip status

 A click on Clicking this dropdown element opens a list from which you can select the status of the travel requests / travel settlements expense reports you are looking for:

All: All trip travel requests and all trip settlements are output travel expense reports are returned regardless of their status.
Request draft: Only those trip travel requests are displayed that have been saved temporarily saved as a draft (i.e. that is, not yet in the workflow) are displayed.
Request Approval: The system displays all trip approval: All travel requests that are currently in the workflow, that is, still need to be approved, are displayed.
Request approved: If this option is selected, only requests that have already been approved are outputreturned.
Request   rejected: The query result of the query outputs returns all rejected trip travel requests.
The same applies to the settlementsthe expense reports.

Trip cancelledcanceled: Canceled or rejected trip discarded travel requests / trip settlements travel expense reports can be displayed.
Settlement Expense report transferred: This status is set as soon as the travel expenses costs have been exported from the personnel cloud Personalwolke for import into a third-party program (for examplee.g., payroll accounting).
Payroll is Expense report posted in FIBUaccounting: This is another status that can be set after the export to a third-party system.

Selection type

By travelerstraveler: Sorting is based on the name of the travelertraveler's name.

By assigned cost center: Sorting takes place is based on the basis of the cost center that can optionally be optionally stored in the business trip.

Output format

If this field is left empty, you get the output appears on the screen. Alternatively, the result can also be displayed as a print-friendly version or saved as a PDF or Excel file.  

Selection tree

This parameter offers the following selection options: Groups with access authorizationview permission, All groups.

• Groups with access rightsview permission: Displays shows all groups that the user has access is permitted to view.
• All groups: displays shows all groups of in the company, even if the user is not authorized permitted to view query all of them all.

Search

If a search term is entered, the system searches in search covers all groups for which access authorization exists. It is possible to the user has view permission. You can search for a complete name (surnamelast name, first name) or for a part of the a name. The result then contains all possible surnames as well as includes all matching last and first names and is highlighted in color.

Include Apply selection in to search

In principle, all groups for which access authorization exists are searched when By default, an entry is made in the Search field searches all groups for which the user has view permission.
If you check this option is checked, only the groups selected under Selectionwill be are searched.

Selection

With this parameter, the user has the choice between organigrams can choose between the org chart and favorites, which can be created by the user himself.

users can create themselves.

• Org chart
• All folders marked with a plus (+) symbol can be expanded further to show the subunits.
• By clicking on Clicking a unit , checks it will be checked. By doubleDouble-clicking, automatically checks all subunits are automatically checked. by clicking on as well
• Clicking the green arrow > Show subgroups to depth (depth 1-3) > displays all existing subgroups are displayed
• using Using the blue arrow > Minimize Collapse tree > collapses this view is minimized again , so that only the parent groups seem to be onare shown
• Show details > By clicking on the symbol icon , displays the selected groups are clearly displayed in a list to the right of the symbolicon. Click Clicking again to hide hides the detailed information.
• Clicking the query Query button starts the search.
• Favorites Using
  With this parameter, each every user can create their his or her own favorites list, which can contain both persons people and groups that are queried frequently queried. The Favorites favorites list can be customized adjusted at any time.
  

• To add a person to the favorites list > click the blue arrow > select a person > click the "Add" button
• The order of the persons people on the favourites favorites list can be changed at any time using the arrow keys. If you want to buttons
• To remove a person from the favorites list, click on the red delete icon to the right of the name.
• The same applies to Proceed the same way with groups.

The resultResult

The following screenshot shows the result of a query from 03/01.03./2015 to 07/31.07./2015, considering taking all trip statuses into account, selected by traveller traveler and in the standard output format. With a click on  it can be printed or exported as Clicking lets you print it or export it as a PDF or Excel document.

Explanation of the table columns:

• Name
  The name of the employee who carried out Travel Expenses prepared the travel expense report or the name of the applicantrequester.  
• from From and to date Period over which
  The period the trip extendscovers.
• Starting Start location
  The point from which the journey trip begins.
• Destination Destination
  The target destination of the business trip.
• Amount
  Sum of the calculated costs (dietsper diems, kilometer mileage allowances, receipts).
• Daily allowance / overnight stay allowance In this
  This column , shows the total of the daily allowance / overnight stay allowance for the specified travel period is displayed. The amount varies according to duration and depending on the duration and the destination region.  
• KM MoneyMileage
  The official mileage allowance is a lumpflat-sum payment rate reimbursement for all costs incurred by using a private motor vehicle for travel during a business tripstrip.
  Car: 0,.42 Euro euros / Kilometerkilometer
  Motorcycles: 0,.24 Euro / Kilometer For each passenger a euros / kilometer
  A further 0.05 Euro euros / kilometer has to per passenger must be paid to the employee.
• StausHotel - meals and other receipts
  These columns give an overview of the receipts contained in the trip and their totals.
• Status
  A list of all possible trip statuses and their meanings can be found above under under Search mask Form -> Trip status.  Total receipts The receipts contained in the trip are totaled in this column.Status.
• Summary
  This gives an overview of how many trips appear during in the period shown, how many groups' employees are involved, and which groups they are involved. (The In this case, the latter shows in this case that employees Peter Huber Peter and Rudi Renner Rudi belong to the support departments Support Vienna and the management).

• Management.)

Clicking the edit symbol icon  opens opens a comprehensive view of all information relating to about the trip. In addition to the query data just described above, this view provides information about the composition of the individual travel expenses , it shows, among other things, how the individual travel costs are composed - in some places, comments written by the employee can are also be seenvisible. The travel trip information can also be opened in a print-friendly variant via version using the print symbol icon   (all details are shown expanded in the following screenshot) :  

By clicking in Clicking the area framed in red (on in the screenshot) , takes the user gets to the view that the applicant is confronted with when completing the requester sees when filling out the business trip expense report. It is possible to view all points of the statement again here, but changes are not possible afterwardsHere you can review all items of the expense report again, but changes can no longer be made afterward.