Get the free Travel Request Worksheet - University of Tennessee Department of ... - phys utk

THE UNIVERSITY OF TENNESSEE TRAVEL REQUEST WORKSHEET THIS TRAVEL REQUEST MUST BE COMPLETED PRIOR TO TRAVEL Traveler's Name: Personnel Number: I hereby request authority for travel on official business

How to fill out travel request worksheet

How to fill out a travel request worksheet:

1. Start by gathering the necessary information: Before filling out the travel request worksheet, make sure you have all the required details. This includes your name, designation, purpose of travel, dates of travel, preferred mode of transportation, estimated expenses, and any specific instructions or approvals needed.
2. Enter your personal information: Begin by entering your personal details, such as your name, contact information, and employee ID number. This information is essential for identification and communication purposes.
3. Specify the purpose of travel: Clearly state the purpose of your travel, whether it is for a conference, meeting, training, or other work-related activities. Provide a brief description or agenda for the trip to give a better understanding of its objectives.
4. Select the dates of travel: Indicate the departure and return dates for your trip. Make sure you consider any pre or post-travel obligations to accurately determine the duration of the request.
5. Choose the mode of transportation: Select the preferred mode of transportation for your trip, such as air travel, train, or car rental. If multiple options are available, provide justification for your choice based on cost-effectiveness, convenience, or any other relevant factors.
6. Estimate expenses: Estimate the anticipated expenses for your trip, including airfare, accommodation, meals, transportation, and any incidentals. Consult with your organization's travel policy or guidelines to ensure your estimates align with the allowed limits and expense categories.
7. Include any additional requirements: If there are any special requirements or specific instructions for your travel, like dietary restrictions, visa arrangements, or equipment needs, clearly state them in the appropriate section of the worksheet.
8. Seek approvals: Depending on your organization's policies, you may need to obtain approval from your supervisor, department head, or any other designated authority. Attach any necessary supporting documents or justifications to ensure a smooth approval process.

Who needs a travel request worksheet?

1. Employees: Any employee who is required to travel for work purposes needs to fill out a travel request worksheet. This includes individuals attending conferences, meetings, site visits, or any other business-related travel.
2. Managers and supervisors: Managers and supervisors play a crucial role in the approval process of travel requests. They are responsible for reviewing and evaluating the travel request worksheets submitted by their team members.
3. Accounting or finance departments: The accounting or finance departments need the travel request worksheets to accurately track and allocate expenses related to business travel. These worksheets provide valuable information for budgeting, auditing, and reimbursement purposes.

Remember to always comply with your organization's travel policies and guidelines when filling out a travel request worksheet, ensuring accuracy, transparency, and timely submission.

For pdfFiller’s FAQs

How do I modify my travel request worksheet in Gmail?

The pdfFiller Gmail add-on lets you create, modify, fill out, and sign travel request worksheet and other documents directly in your email. Click here to get pdfFiller for Gmail. Eliminate tedious procedures and handle papers and eSignatures easily.

Can I create an electronic signature for the travel request worksheet in Chrome?

Yes. By adding the solution to your Chrome browser, you can use pdfFiller to eSign documents and enjoy all of the features of the PDF editor in one place. Use the extension to create a legally-binding eSignature by drawing it, typing it, or uploading a picture of your handwritten signature. Whatever you choose, you will be able to eSign your travel request worksheet in seconds.

How do I complete travel request worksheet on an iOS device?

In order to fill out documents on your iOS device, install the pdfFiller app. Create an account or log in to an existing one if you have a subscription to the service. Once the registration process is complete, upload your travel request worksheet. You now can take advantage of pdfFiller's advanced functionalities: adding fillable fields and eSigning documents, and accessing them from any device, wherever you are.

What is travel request worksheet?

The travel request worksheet is a document used to request authorization for travel and to record pertinent information related to the trip.

Who is required to file travel request worksheet?

Employees who are planning to travel for work purposes are typically required to file a travel request worksheet.

How to fill out travel request worksheet?

The travel request worksheet should be filled out by providing details such as destination, dates of travel, purpose of trip, estimated expenses, and any other relevant information.

What is the purpose of travel request worksheet?

The purpose of the travel request worksheet is to obtain approval for work-related travel and to ensure that necessary information is recorded for planning and budgeting purposes.

What information must be reported on travel request worksheet?

Information such as destination, dates of travel, purpose of trip, estimated expenses, and any other relevant details must be reported on the travel request worksheet.