How to Create and Manage Trip

Introduction #

Managing employee trips effectively is crucial for ensuring proper documentation and organization within the company. This guide provides a step-by-step process for creating and managing trip details in the Cosmic ERP system.

Prerequisites #

• Access: Ensure you have login credentials for Cosmic ERP.
• Employee Information: Confirm that the employee details are available in the system.

Steps to Create and Manage Trip #

1. Login to Cosmic ERP
   • Enter your credentials to access the Cosmic ERP dashboard.
2. Navigate to HRM System
   • Click on ‘HRM System’ from the main menu.
3. Access HR Admin Setup
   • Within the HRM System menu, click on ‘HR Admin setup’.
4. Open Trip Section
   • In the HR Admin setup, click on ‘Trip’.
5. Create New Trip
   • Click on the ‘Create’ button, represented by a ‘+’ icon.
6. Fill in Trip Details
   • Select Employee: Choose the employee who will be going on the trip from the list.
   • Select Start Date: Set the starting date of the trip.
   • Select End Date: Set the ending date of the trip.
   • Enter Purpose of Trip: Provide the reason for the trip.
   • Enter Country: Specify the country where the trip will take place.
   • Enter Description: Provide any additional details or notes about the trip.
7. Save Trip
   • Click on ‘Create’ to save the trip details.

Conclusion #

By following these steps, you can efficiently create and manage trip details in Cosmic ERP, ensuring accurate records and organized trip management.