Configure Employee Travel Safety
Complete all configuration tasks to ensure that travel notifications and approvals are set up correctly for your company.
Set up travel approvers
Set up user groups and roles so that employee travel can be approved by managers or by designated travel approvers.
Setting up manager approval or designated approvers is a required configuration step for the Employee Travel Safety application.
- Manager approval
- To set up travel approval by managers, assign the approver_user role to all managers. With this role, managers can only view and approve travel requests for the employees they directly supervise.
- Designated approvers
- To set up designated travel approvers, add users to the Travel Approvers group. Members of this group can view and approve travel requests for all employees. Don't add managers to the Travel Approvers group unless it's acceptable for them to view and approve travel requests for all employees.
By default, a travel request must be approved by both the employee's manager and a member of the Travel Approvers group. If the employee doesn't have a manager listed in your ServiceNow instance or there are no users in the Travel Approvers group, one approval is enough to approve the travel request. An employee's travel request is automatically rejected if the employee doesn't have a manager listed in your ServiceNow instance and there are no users in the Travel Approvers group. For information about changing the default approval settings, see Modify the travel approval flow.
Set up Employee Travel Safety properties
Set up Employee Travel Safety properties to ensure that site safety verification emails, employee contact logs, and employee health verifications are managed according to your company's requirements.
Antes de Iniciar
Role required: sn_imt_travel.admin
Por Que e Quando Desempenhar Esta Tarefa
Setting up the Employee Travel Safety properties is a required configuration step for the Employee Travel Safety application.
Procedimento
Modify the travel approval flow
Modify the travel approval flow to change the default travel approval settings.
Antes de Iniciar
Role required: flow_designer
Por Que e Quando Desempenhar Esta Tarefa
If you decide to modify the flow, deactivate the original flow and make a copy. Make any desired changes to the new flow, and then activate it. Modifying the copy makes it easier when you need to upgrade your ServiceNow instance.
Procedimento
-
In the upper-right corner, click the More actions icon (
), then click Copy flow.
Customize notification emails
Modify the notification emails that are sent to employees, managers and travel approvers, and employee travel contacts to customize the notifications for your company.
Antes de Iniciar
Role required: admin
Por Que e Quando Desempenhar Esta Tarefa
| Notification | Description |
|---|---|
| Site Verification Request | This email is sent to the primary contact that an employee
provides on their travel request to verify site safety and
policy compliance. By default, the email asks the contact to
confirm the following policies.
This email is only sent if the sn_imt_travel.email_site_verification property is enabled. |
| Employee Travel Safety Approver Request | This email is sent to an employee's manager and all members of the Travel Approvers group asking them to approve or reject the travel request. |
| Employee Travel Safety Request Reminder | This email is sent to managers and travel approvers as a
reminder to approve or reject pending travel requests. This email is only sent if the sn_imt_travel.enable_approval_email_reminders property is enabled. |
| Travel Request Approval | This email is sent to an employee if their travel request is approved. The email has a link to your company's travel management system. |
| Travel Request Rejection | This email is sent to an employee if their travel request is rejected. |
| Travel-related contacts | This email asks an employee to complete a daily contact log.
The email is sent to an employee daily for the duration of their
trip. This email is only sent if the sn_imt_travel.daily.contact.log.outreach.flag property is enabled. |
| Travel-related health verification | This email asks an employee to complete a daily health
verification. The email is sent to an employee daily once their
travel request is approved though the duration of their
trip. This email is only sent if the sn_imt_travel.daily.health.verification.outreach.flag property is enabled. |
| Travel request rescinded | This email is sent to an employee if they don't complete a
health verification by the deadline. This email is only sent if the sn_imt_travel.allow.cancellation property is enabled. |