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Shopl guide

Simplify Business Trip Requests & Reports Management

06-10-2024
🤔 At our company, many employees frequently go on business trips.

To maintain an organized system, we require employees to submit a business trip request before traveling and a trip report afterward. However, managing these documents has become inefficient since some employees send them via email, while others submit handwritten forms.

Is there a better way to streamline business trip requests and reports management?

💁‍♀️ Looking for an easier way to manage business trip requests and reports? Shopl makes it simple!

With Shopl’s Report feature, you can digitize your existing business trip request and report forms, allowing employees to submit them via mobile before and after their trips effortlessly.

Experience hassle-free business trip document management with Shopl today!

▪︎ Recommended for:

  • Managers who receive business trip requests and reports via paper or email
  • Managers who manually search for employees’ business trip records on specific dates

Easily Manage Business Trip Requests and Reports with Shopl

Streamline the process of handling all pre- and post-business trip documents using Shopl’s [Report] feature.

With Shopl’s [Report] feature, you can recreate your existing business trip request and report forms by utilizing various input options such as checkboxes, multiple-choice selections, and text boxes. Once the template is created, employees can conveniently submit their trip-related documents directly from their smartphones.

1. Submit Business Trip Requests and Reports Effortlessly via Smartphone

Employees can easily fill out and submit business trip requests and reports using the predefined templates created by the administrator—all from their smartphones.

Once submitted, the reports are automatically stored within the system, eliminating the need for employees to send them separately. Additionally, if supporting documents or photos are required for the trip report, they can be uploaded directly from the smartphone gallery for quick and hassle-free submission.

2. Instantly Review Submitted Reports

Managers can instantly view business trip requests and reports submitted by employees in real time.

All submitted reports can be easily accessed and reviewed via the Shopl App or Dashboard, where they can also be categorized into statuses such as Pending Approval, Under Review, or Approved for systematic and organized document management—ensuring nothing is overlooked.

If you need to store reports on your PC, take advantage of Shopl’s report download feature. Shopl provides Excel-formatted reports, making it easier to review and manage submitted reports in a structured format.

3. Seamless Communication via Comments & Chat

No more back-and-forth emails or phone calls regarding business trip reports! Shopl provides comment and chat features to streamline communication between managers and employees.

Managers can leave comments directly on reports, and employees will receive real-time push notifications for any updates.

Additionally, the chat function allows for quick, real-time discussions about trip-related matters—ensuring smooth and efficient communication.

If managing business trip documents is becoming a hassle, try Shopl’s [Report] feature. With Shopl, employees can easily complete and submit trip requests and reports via smartphone, allowing for real-time tracking and streamlined management.

Additionally, Shopl offers attendance management features tailored for business travelers, ensuring both work and attendance tracking are handled effortlessly.

Simplify Business Trip Report Management with Shopl >
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