TA Requests

Managing TA Requests

Submit, approve, and track Travel Allowance requests from one place - with access based on each user's role.

The TA Requests module handles Travel Allowance (money given to employees to cover travel costs for work trips) from start to finish. Field employees can raise and track their own requests, approvers can review everything waiting on them, and authorized users can see all TA requests in one consolidated view.

The module has three sections:

  • My TA Requests - submit and track your own TA requests

  • Pending Approvals - review and act on TA requests waiting for approval

  • All Requests - view and track all TA requests you have access to

How to Access TA Requests

  1. Log in to PrimeHR.

  2. Go to Field Tracking → TA Requests.

  3. Select My TA Requests, Pending Approvals, or All Requests.

My TA Requests

Submit your Travel Allowance requests and check their status at any time.

  • New TA Request - create and submit a new TA request

  • Search - find an existing TA request

  • From Date / To Date - filter requests by date range

  • Status - filter requests by their current status

  • Clear Filters - reset all applied filters

Pending Approvals

A single view of all TA requests waiting for approval, for authorized users such as managers or approvers. Open a request to review its details, then take the appropriate approval action based on your permissions.

All Requests

A consolidated view of every TA request you have access to, based on your role and permissions. Search, filter, and track requests across all statuses in one place. [confirm: your draft cut off here - I've completed it to match DA Requests; please check it has the same Search, Date, Status, and Clear Filters options]

Why it helps

  • Field employees can raise TA requests without paperwork and see their status in real time

  • Approvers see everything pending in one place

  • Access is controlled by role, so each user sees only what they should

  • A complete record of TA requests is always available for review