Co-Workers WDA
- Daria Chebotaieva
Module | Work Days Accounting WDA |
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Type | WDA Report |
Latest Version |
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Summary |
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Description
After any work trip (to the vessel, business travel or to pass some courses), employees create Travel Expenses WDA documents and submit them to be approved.
The coordinator/approver needs to see reports for received WDA documents created and submitted by his subordinates according to chain of approval.
The Co-Workers WDA report shows all the expenses during travel (transportation, accommodation, meal) for selected crew members in certain period.
In order that report works correctly, the chain of approval should be set up.
To access this report, please login to Employee Portal web interface, open WDA & Expenses module, select Co-Workers WDA sub-module-> Reports:
Dialog
Once you click the needed report from reports menu, a dialog window will ask you to add report parameters:
Set Period for documents (from…to…) – all documents that were received by approver within this period will appear in the report.
Here you can choose Vessel(s) or Non onboard option (e.g.: if a person travelled not to vessel but to participate in some courses/trainings or had a business trip).
All persons that meet the setting (have WDA document for set period for selected vessel) are displayed in the drop-down where you can select all or several to appear in the report.
Click Submit button to preview the report.
Layout
For your convenience, every new document data will be displayed from the next page.
Let's review an example:
In this section, we see the following details:
-Personal -pin, name, currency of the person current document belongs to;
-Document - ID, current state/status and by whom it was approved/sent (employee's name);
-Travel – reason of travelling, departure and arrival country.Here we can see travel and activity dates.
Rates and compensation information of departure and visiting countries.
Here can be various Expenses types details, for example: Accommodation, Transportation, Meal, etc.
Summary of allowance, compensation, transportation and additional expenses (e.g.: meal costs), displayed with total amounts and currency for each type and total of all types.