Travel desk – HR Role TA/DA Policy User Guide

Travel desk – HR Role TA/DA Policy User GuideThis user guide provides a comprehensive walkthrough for HR professionals managing TA/DA (Travel Allowance/Daily Allowance) policies within the Travel Desk module. It outlines step-by-step instructions for accessing the dashboard, navigating the TA/DA policy section, and creating or managing policies efficiently. With clear guidance on specifying employment types, travel details, reimbursement costs, and policy approvals, this guide ensures seamless policy implementation and compliance. Whether you are setting up new policies or reviewing existing ones, this document serves as a practical resource for streamlining travel-related expense management. Whether you are setting up new policies or reviewing existing ones, this document serves as a practical resource for streamlining travel-related expense management.

Accessing the Dashboard

1. Open your web browser and navigate to the {provided link}

2. Log in to the dashboard using your assigned credentials.

 Dashboard Home

1. Upon logging in, you will be directed to the Dashboard Home page.

2. The Dashboard Home page displays an overview of key metrics and quick links to other sections of the dashboard.

3. Review the metrics and click on any quick links to access specific functionalities.

TA/DA Policy

​​Introduction to TA/DA Policy

A TA/DA (Travel Allowance/Daily Allowance) policy is a structured framework that governs the reimbursement of expenses incurred by employees during official travel. It defines the allowances for transportation, accommodation, food, and incidental costs based on factors such as employment type, cadre, and travel location. The policy ensures transparency, cost control, and compliance with company guidelines while facilitating smooth business travel. By standardizing reimbursements, a TA/DA policy helps organizations manage travel expenses efficiently while ensuring employees are adequately compensated for their work-related travel.

Locate & Select the Circulars section on the main sidebar of the dashboard, While being on the  HR Role

TA/DA Policies

– Step 1: Locate & Select the TA/DA policies section on the sidebar of the page under the subsection TA/DA policies under the Circulars

– Step 2: To create a New TA/DA Policy, fill in the respective details: 

• Specify Employment type
• Specify Cadre
• Specify Travel details such as Travel Mode & Applicable class
• Multiple Travel details can be added for different travel modes & classes
• Specify Incidental expense cost
• Specify Food Reimbursement cost
• Specify Tarrif costs for locations such as:- Metro city, State Capital & Other cities. 

– Step 3: Once all details are finalized, the HR can click on save to register the TA/DA policy. All the TA/DA policies can be seen on the View TA/DA policies page.

The TA/DA Policy User Guide serves as a comprehensive resource for HR professionals to efficiently manage travel-related reimbursements within the Travel Desk module. By following the outlined steps, users can seamlessly navigate the dashboard, create and update TA/DA policies, and ensure compliance with organizational guidelines. Implementing a structured TA/DA policy not only streamlines expense management but also enhances transparency and fairness in travel reimbursements. With this guide, HR teams can optimize policy administration, reduce manual efforts, and maintain consistency in handling employee travel expenses.