The purpose of the trip - examples of registration for drivers, directors and managers. The purpose of the trip: examples of wording

The employer is obliged to provide procedural support for most situations that arise in the course of work, including indicating the purpose of the business trip in the documentation. At the same time, the purpose of the driver's business trip will definitely differ from the goals set for the accountant or director. Concrete examples can help to correctly indicate the purpose of a business trip, and it is necessary to monitor the correctness of setting the goal both by the employees sent on a business trip and by their employers.

The purpose of the business trip - what is it, legal regulation

From the point of view of Russian legislation, the issues of sending employees to are considered comprehensively and in many aspects unequivocally regulate the rights and obligations of workers and employers in relation to each other. Basically, in the context of the legal justification for the need to indicate the purpose of the trip on a business trip, it is necessary to pay attention to the provisions of the following regulatory documents:

  • Article 166 of the Labor Code of the Russian Federation. This article legislatively defines the basics of legal regulation of issues related to business trips.
  • Government Decree No. 749 dated 10/13/2008. The aforementioned government decree regulates in more detail the procedure in accordance with which employees are sent on business trips and defines them as the performance of certain task assignments outside the permanent place of work.

Despite the fact that there is no direct need for an accurate and specific setting of the purposes of a business trip in the legislation, the existing judicial practice and the requirements of regulatory authorities still indicate the need for reliable recording of them in the documentation.

Accordingly, the purpose of a business trip is an accurate and detailed description of the tasks to be performed by an employee sent by the employer on a business trip. These goals must be formalized properly in legally significant documents - an order to send on a business trip, a travel certificate or other documentation provided for by the local regulations of the organization.

Why you need to specify the purpose of the trip

Specifying the purpose of the business trip is an important aspect of the employment relationship, which should be considered by both employers and employees. The absence of a properly defined goal can lead to negative consequences for either party. Examples of such consequences are:

How to correctly set the purpose of a business trip - procedural registration

Since the procedure for sending employees on a business trip has been significantly simplified since 2015, the only mandatory documentary evidence in this case is the employer's order and confirmation of its receipt by the employee. However, also, if it is provided for by local regulations, additional documentation may be drawn up, for example, a business assignment for a business trip or a separate employee travel certificate.

Both a job assignment and a travel certificate can be drawn up according to the unified forms T-10a and T-9, respectively. However, the use of these forms is not mandatory for employers - they can also develop their own examples of the aforementioned personnel documentation.

In the order to send an employee on a business trip, the goal should be clearly defined, as well as the timing of the entire business trip required to complete it. When compiling the purposes of a business trip and a job assignment, certain nuances should be taken into account:

  • The goal must be specific. That is, to describe the task assigned to the employee as clearly as possible. The more specific the goal, the less possible legal consequences the business trip will have for both the employer and the employee.
  • The result of the trip should be the achievement of the goal. The unfulfilled purpose of the trip in most cases will invalidate the entire trip. Thus, if the implementation of certain actions with an initially uncertain result is envisaged, the goal should not be the achievement of these results, but the fulfillment of the designated tasks.

Examples of the purpose of the trip of the director, driver, accountant and other employees

To better understand how to correctly set the purpose of a business trip, it is easiest to consider examples of setting goals for different categories of workers. They may look like this:

An example of setting the goal of a director's business trip: take part in negotiations on concluding a contract for the supply of products with a representative of the Vector company in Moscow on 01.10.2018.

Wrong goal setting - to conclude an agreement with a partner representative. In this case, the goal does not have specific indications of the date and place of the negotiations. In addition, it presupposes the obligatory conclusion of an agreement, when in practice negotiations can end with a refusal to sign it.

An example of the purpose of a driver's business trip: ensure from 10.00 to 20.00 the movement of citizen Ivanov within the city of St. Petersburg in the period from 01/11/19 to 01/25/19 in a VAZ-2114 official car, number E1913SN.

Wrong example of setting the purpose of a business trip: to ensure the movement of the client. As in the previous situation, there are no specifics here, both in terms of the personality of the client, and in terms of the terms of the employee’s work and a specific car.

An example of the purpose of an accountant's business trip: to ensure the financial audit of the branch No. 4 of the company "Vector" in the city of Saratov with the execution of the forms of the organization in the form No. 14-85.

Wrong example: to conduct a financial audit in the Saratov branch.

An example of the purpose of a business trip for a lawyer: to take part as a representative of the organization "Vector" in the court hearing in case No. 88-12-23 on May 1, 2019 in the Arbitration Court of Saratov.

Wrong example: get a positive court decision in favor of the company in a court session in Saratov.

Examples of the purpose of a business trip are known to everyone who had to solve work problems in another city. However, sometimes questions still arise - what can really be called an official goal on a business trip, and what is not. From the point of view of Russian legislation, any trip to another city or country that is necessary to complete the official task given by the head can be called a business trip. At the same time, the preservation of the workplace and wages is the main condition.

Based on the labor code, all expenses that will be associated with an employee’s trip to another city or country must be attributed to economic needs so that there are no problems with taxation in the future. It is worth clarifying that the trip becomes a business trip only after the direct superiors sign the administrative documents.

Travel goals:

  • Exchange of experience among employees of different enterprises;
  • Conclusion of a contract for the supply of equipment or any raw materials;
  • Participation in the conference with a report;
  • Taking part in litigation with another company;
  • Analytical activities to improve the company's performance;
  • Resolution of legal and legal disputes;
  • Marketing research that will help the company reach a new level of development.

These examples can be attributed to the general purposes for business trips. Often there are even clear schedules for such trips. This is usually due to the fact that the company has a need to regularly check and monitor the work of its branches. Thus, for some employees, most of the work takes place outside their main place.
However, there are also special, specialized cases:

  • Conduct a train to assess working conditions;
  • Maintenance of equipment under the contract;
  • Carrying out inspections outside the plan in branches.

This work can be performed only by those employees who have the appropriate specialization.

Only the person who signed the contract with the enterprise and has labor obligations with them can be sent on a working trip. This is due to the fact that a person, even on a business trip, must receive his wages, this is the responsibility of the company. That is, any employee who is on the staff of the company can be sent on a business trip if necessary.

The employer should always remember that some employees cannot be sent on a business trip according to the labor code:

  • Pregnant women;
  • Those employees who signed a student agreement with the enterprise;
  • Persons under the age of 18;
  • Employees who participate in elections and run for office.

Some employees have the right to refuse a trip. This right applies to the following categories of citizens:

  • Mothers who have children under 3 years of age;
  • Citizens who single-handedly raise children under five years of age;
  • Employees who have children with disabilities or relatives in need of care;
  • Disabled workers or people working under special conditions.

Documentation

Before sending an employee on a trip, it is necessary to prepare all documents and sign them. In the order prepared for a business trip, you must specify the following:

  • Passport data of the employee;
  • Specify the position of the employee;
  • Place of work;
  • Dates of the upcoming trip;
  • Purpose of the trip. It must be stated clearly and with all the details.

Supervisor

It is the director who is most interested in the development of the enterprise so that it brings maximum profit. The objectives of the director's business trip can be the following:

  • For meetings with business partners with whom in the future it is possible to conduct a joint business;
  • To open a new branch in another city or country;
  • The trip is aimed at resolving controversial issues that have arisen at another enterprise.

Chief Accountant

Sometimes the chief accountant is sent on trips. It is worth noting that an accountant in any enterprise is a financially responsible person. After all, it is this person who maintains a report on finance, money and property matters. Therefore, we can say that the employee is simply tied to his place of work. If he is sent on a business trip, then a part-time employment contract is drawn up. This is especially important to do if the employee leaves for more than one month.

The purposes for such a working trip of the chief accountant of the enterprise may be the following:

  • Checking reporting and accounting in the branch of the enterprise;
  • Creation of a new database in an enterprise that has recently opened;
  • Acceptance of cases. This happens if the accountant is transferred to a new position in another city. At first, he will need to travel to the enterprise in order to take over all the documents and get into the know;
  • Training. Training or a trip to a conference can greatly improve the professionalism of an accountant, which will further help him to competently keep records.

Driver

This item is somewhat more complicated than the others, because the position of a driver often involves traveling work, which means that such trips cannot be called business trips. However, this only works in certain areas. If the driver needs to take his immediate supervisor to another region, then this is already considered a business trip.

In the event that the driver needs to leave for another city for more than one day to check his vehicle, this is also issued as a business trip. After all, maintaining the machine in proper quality is his direct obligation under an employment contract.

Important! It should be noted that the rules for issuing a business trip for drivers of freight vehicles will not differ. The only thing that the purpose will be the transportation and delivery of various goods.

Sales Manager

Various companies very often send their sales managers on work trips. Firms usually in such cases are engaged in the sale or manufacture of various products, products or equipment. Sending a manager to another city is always a good idea, because it will help to increase sales and demand many times over. The purposes of the manager's trip can be the following:

  • The manager will study the needs of the enterprises in order to convey information to the firm. In the future, the company can expand its range based on this analysis and increase its profits;
  • Negotiating with potential buyers. The usual personal presence of the manager is required if we are talking about large purchases;
  • Sometimes managers visit their competitors' outlets to analyze and improve their business.

Company lawyer

Very large enterprises always have their own lawyer, who, by the way, can also be sent on a business trip. The only reason for this is to resolve disputes that have arisen in other branches. Sometimes there are conflicts over land plots on which the construction of a branch is planned in the future. Such problems are solved by the lawyer of the main office.

Nuances

In order for a person to be sent on a business trip, it is necessary to take into account some nuances:

  • The reason for the trip must be clearly stated in the order, and then spelled out in the travel certificate. You can see a sample filling on the Internet;
  • The firm must remember that the trip cannot last more than 40 days. Deadlines are set in advance. A person cannot go on a business trip for an indefinite period;
  • If the business trip lasts more than one month, then at the request of the employee, his salary is redirected to him. This is done at the expense of the organization;
  • The company reimburses its employee for all expenses related to travel and rent. In some cases, expenses associated with the fact that the employee is not at his place of residence are paid;
  • A business trip is considered to be a trip where an employee leaves for another region in relation to his permanent job, and not to his place of residence. That is, if you live in St. Petersburg, but work in Moscow, a trip to St. Petersburg will be considered a business trip, despite the fact that you are actually going home.

It is important to remember that when you apply for a job, you automatically agree that you may be sent on a business trip to another city or even country.

The procedure for issuing a business trip in 2020 is relevant in connection with the cancellation of travel certificates in 2020. For registration of a business trip, reports on the work performed and service tasks are also not used.

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Consider how to properly arrange a business trip for a manager using the new legislation.

Normative base

A business trip is possible only for persons who are in labor relations with the employer.

Employees of third-party organizations or performers under a civil law contract cannot be sent on a business trip, since the expenses will not be recognized as tax expenses.

The main regulations governing the process of sending personnel on business trips, their terms are the Labor Code of the Russian Federation, Decree of the Government of the Russian Federation dated October 13, 2008 No. 749 “On the Peculiarities of Sending Employees on Business Trips” along with the Regulation of the same name, which is applied to seconded employees as on the territory of the Russian Federation and foreign countries.

The rules and requirements of the norms of the current legislation also apply to the business trip of the head, since he is an employee of the organization.

Purposes of travel

Service purposes are reflected in the current Decree of the Government of the Russian Federation No. 749.

The purpose of the business trip of the CEO is to perform official duties in accordance with his position in order to improve the performance of the organization.

The documentary basis for the trip is the order of the head in the form of a formalized memo.

Examples of the purposes of a director’s business trip abroad and within the country can be:

  • starting a new project, negotiating with contractors and other contractors, concluding long-term cooperation agreements with them;
  • conducting an audit of the branch in case of revealing serious violations during the inspections of the controlling state bodies at the divisions of the enterprise located in another city or region. This requires the presence of a leader to resolve all disputes;
  • search for new opportunities for business development, holding meetings with potential partners of the enterprise, creation and implementation of new business projects;
  • opening of new structural subdivisions, departments or branches in other cities and countries.

The purposes of business trips are not fixed in normative or personnel documents. They must always be indicated either in a memo from the manager, or in.

Registration of business trip of the head (director) in 2020

Rules and requirements

According to Art. 166 of the Labor Code of the Russian Federation, a business trip is a trip of an employee on the orders of the employer for a specific period to perform official assignments outside the permanent workplace.

A business trip meets the following conditions:

  • travel of an employee on behalf of the employer;
  • the assignment is not related to a permanent workplace;
  • the trip is limited by time frame;
  • an employee on the road does not do his job, and his work is not related to travel.

How many days can the trip take?

The term of the business trip is set taking into account the specifics of the assignment.

Today, the maximum period of a business trip for a manager is not set. Therefore, a trip can be issued for any period necessary for the execution of an official assignment.

During a business trip, the employee retains a permanent place of work and basic labor functions. Therefore, the duration of the trip must be clearly defined.

In such situations, “reasonable” terms are spoken of, although this concept is relative.

Making a replacement

The duty of the manager is to sign with employees, to bring employees to disciplinary responsibility, and others. These powers may be temporarily or permanently transferred to another person.

By delegating his authority, the manager transfers additional new responsibilities to the employee, which must be agreed with him. New responsibilities must be provided for in the employment contract.

The transfer of the right to sign must be secured by a power of attorney (Article 185 of the Labor Code of the Russian Federation).

It is issued for a period of no more than 3 years, however, when a manager travels, the minimum terms are set.

The power of attorney can specify a limitation on the period of its validity. Notarization is not required.

According to Art. 185 of the Civil Code of the Russian Federation, a power of attorney is issued to represent the employer before third parties. The document indicates all the actions that the representative of the employer will perform.

If it is necessary to transfer the powers of the manager for the duration of his business trip, in addition to the order to assign duties to the employee, it is concluded with him with the conditions for performing additional work and paying for it.

It is also necessary to obtain the written consent of the employee.

After that, an order is issued for personnel on assignment of additional tasks.

Power of attorney example:

An example of a power of attorney

An example of a transfer order:

Order example

An example of an additional agreement:

Additional agreement to the employment contract

Documentation

The documents used for business trips in 2020 depend on the type of transport used by the manager.

The actual period of stay on the trip is set:

  • when using any type of transport in the absence of travel documents - on the basis of a memo;
  • in other cases, on the basis of travel documents.

The manager, within 3 working days after returning from the trip, presents the funds spent with supporting documents:

  • travel expenses (travel, etc.);
  • use of transport (bills, checks, receipts, waybill and others);
  • service note about the period of the trip.

Order

The basis for the business trip of the head is the decision of the employer.

For its registration, an order is drawn up for sending on a trip. A mandatory form is not provided for it, so you can develop it yourself or apply the unified form T-9 or T-9a.

The purpose is indicated in the order for a business trip, which is issued in the personnel office in the above form, as well as in an arbitrary version.

The number of copies is not established by regulatory documents, therefore, at each enterprise, such orders can be multiplied exactly in the amount necessary for personnel records management.

memo

According to the new legislation, a manager's memo on sending on a business trip is drawn up instead of a travel certificate,. An order is issued on the basis of a memo.

Consider how to properly issue a memo:

  • The position, surname and initials of the superior manager are indicated in the upper right corner of the document.
  • The title of the document "Memorandum" is written in the center.
  • Under the heading, an appeal is written with a request to send the employee on a business trip. The purpose of the trip, the period of performance of official tasks are indicated.
  • Under the text is the date and signature of the compiler of the memo. The text can reflect the expected financial costs, the specifics of the trip.

This is necessary for the correct calculation of the amount.

Service note example:


An example of compiling a service (memorandum) note

Payment and reimbursement

According to labor legislation, a seconded employee is reimbursed for the following expenses:

  • for travel;
  • for rental housing;
  • daily living expenses;
  • other expenses as agreed with the employer.

The procedure and amount of their compensation is established in the local regulatory documents of the employer or.

Advance report

After returning from a trip, the head is obliged to issue an advance report on the expenses on a business trip within 3 working days with all supporting documents attached.

According to this document, the final settlement of the advance payment for travel expenses issued before departure is carried out.

If spent less than was issued, then it is necessary to return unspent accountable funds to the cashier.

Otherwise, if there is an overspending according to the expense report, the employee is returned the spent personal money. This is possible after agreeing the advance report with the manager.

The basis for the issuance of money is an expenditure cash warrant, the details of which are indicated in the advance report.

Meals and accommodation, daily allowance

The daily allowance depends on the business trip within the Russian Federation or.

The amount of daily payments is the same for all employees, regardless of position, length of service and age.

If travel was by private vehicle

When a manager chooses his own or company car for a business trip, he must issue the following documents confirming the use of the vehicle:

  • route sheet;
  • paid bills, checks, receipts;
  • documents confirming his following the route to the destination.

Nuances for heads of budgetary institutions

When making business trips for heads of budgetary institutions, some difficulties may arise.

In budgetary institutions, it is required to establish sources of financing for travel expenses, which can be budgetary and extrabudgetary funds (for example, grants, income from the provision of paid services, from the provision of services under economic contracts, and others). The order to send the manager on a trip indicates a certain source of funds from which travel expenses are paid.

For the correct processing of documentation for travel expenses, a very important aspect is the correctly set purpose of the employee's work trip. It is indicated in the written order of the employer. This order allows you to send an employee to perform a job assignment aimed at making a profit for the enterprise. During the stay on a business trip, the assigned task must be completed. This requirement is spelled out in Part 1 of Art. 166 of the Labor Code of the Russian Federation, clause 3 “Regulations on the peculiarities of sending employees on business trips”, approved by Decree of the Government of the Russian Federation of October 13, 2008 No. 749.

The task is formed based on the business needs of the enterprise.

It is important to note that the correct formulation of the goal allows you to avoid unnecessary risks if the purpose of the trip is not achieved. For example, the wording “to sign an agreement with the Horns and Hooves Company” sounds unambiguous, and the wording “evaluate the possibility of cooperation with the Horns and Hooves Company” implies a negative result as one of the options for achieving the goal.

What are the goals

The purposes of a working trip can be of a different nature and can be conditionally divided into universal and special:

  1. Universal ones are aimed at developing the company's business and may include finding customers or attracting investors.
  2. Special goals can be of a different nature and reflect the need of the enterprise at a particular point in time, for example, participation in a court case.

It is important to note that any goal must be specific and contain complete information about the task in its formulation, that is, be specific.

Purpose of the trip and examples:

  • participation of a company representative in negotiations (the counterparty must be indicated) on issues (the subject of negotiations is prescribed);
  • representation in the court session of the arbitration court (full name of the court) in the case (case number);
  • conducting an inspection of the branch (branch address).

The purpose for the seconded person can also be written in the business trip plan, if required by the local regulations of the organization. The director or other authorized person draws up and signs this document. The employee signs the plan after reading it.

In addition to the task, the plan should contain information about the place or organization where the employee was sent, a list of issues to be resolved, and the duration of the trip.

travel plan template

Based on Decree of the Government of the Russian Federation of December 29, 2014 No. 1595, which entered into force on January 8, 2015, the preparation of a travel certificate has ceased to be mandatory and is required only if it is prescribed in the local regulations of the enterprise itself. In this case, you can see the purpose of the trip in the travel certificate and examples above.

Which ones?

Practicing accountants easily give various examples of travel purposes and point out the following:

  1. An employee's business trip must clearly be in the best interests of the company. The purpose of the business trip is formulated in such a way that it is clear: the “journey” is beneficial for the company, directly or indirectly contributes to the company earning profit, increasing the volume of activities, and improving the quality of goods and services. An employee of an organization cannot be sent on a business trip, setting him the task of “resting”, “recovering strength” or “healing”. For this, vacations are provided - annual or for health reasons.
  2. The purpose of the trip should not contradict the employee's job description. So, an accountant cannot be sent on a business trip to negotiate with clients. And the commercial director of the company cannot be sent to another city for the purpose of "transportation of employees."
  3. The reason for making a business trip should be consistent with the duration of the "journey" and its route. If the purpose of the business trip is, for example, participation in an exhibition, the employee of the organization is obliged to “move” in the opposite direction within 24 hours after the end of the event.
  4. You should be extremely careful when justifying business trips on weekends. If a company employee goes to another city, for example, to negotiate on Monday, and the travel time is one day, then you can leave no earlier than Saturday evening. Otherwise, the cost of tickets or fuel cannot be attributed to costs.
  5. It is better to avoid general formulations. It is important to indicate why exactly an employee of the organization is sent to work outside the place of permanent duty. Otherwise, controllers may have doubts about the legality of attributing travel expenses to tax accounting.
  6. The purpose of the trip should be formulated in such a way that it is possible to make an unambiguous conclusion about whether the assigned task has been completed or not. After the trip, the employee will have to submit a report on the results, attach documents confirming the completion of the task. By the way, a situation is possible when the purpose of the trip is not achieved. In this case, the employer requires the employee to provide an “explanatory note” indicating the reasons why the job task could not be completed. If you have this document, the travel expenses can be accepted for tax accounting.
  7. If the purpose of the trip is voluminous, consists of several tasks, it is also important to prescribe individual trip tasks, the completion of each of which will also need to be confirmed.
  8. If the work of a specialist is traveling in nature and moving to another locality is associated with the performance of everyday affairs, then such a “journey”, according to the Labor Code, is not recognized as a business trip at all.

Can any employees be sent on business trips?

This is just as important as the question of how to determine the purpose of the trip. Examples of cases where an employer was fined for sending an employee who could not be sent on a trip to another city are not isolated.

Before sending an employee to another city or country, it is important to consider that:

  1. It is strictly forbidden to "equip on the road" pregnant women and underage workers (except for personnel employed in the field of creativity).
  2. An employee sent on a business trip must be in an employment relationship with the employer. At the time of departure, a rental contract must already be concluded, drawn up in accordance with applicable laws.
  3. There are categories of citizens who have the right to refuse business trips. Sending them to another city or country on official business is permissible only with their written consent.

Such persons include:

  • Mothers of children under 3 years of age.
  • Parents or guardians of disabled persons under 18 years of age.
  • Citizens caring for sick family members, in accordance with a medical report.
  • Mothers and fathers raising children under the age of 5 without spouses.

Director

The work of the first persons of enterprises is often associated with "travelling".

The business trip of the director of the company, as a rule, is issued not by an order, but by an order containing the phrase: “I am leaving on a business trip with the aim of ...”.

The head of the company can go on a business trip, in particular, to conquer new sales markets, search for customers, conclude contracts for the supply of products. What would be the purpose of the director's trip in this case? Examples:

  • negotiating and concluding a contract with Firma LLC;
  • holding negotiations with the participants of the conference "Products of the Future" in the city of N-sk "___"________ 20__;
  • demonstration of samples of the product "Item-1" of the company LLC "Large customer";
  • presentation of goods for JSC Good Client.

The first person of the company may also travel to another city or country to meet with existing clients of the company. For this case, HR specialists have already figured out how to write the purpose of the trip in the travel certificate. Examples:

  • discussion of the terms of the contract for the supply of production equipment to Nash Friend LLC;
  • approval of the procurement plan for the 2nd half of ____ with JSC "Concern".

Company directors are sent from time to time to other cities or countries to "open a new branch of the company." Such a formulation of the desired result is also acceptable in documents. However, in this case, it is worth identifying both the goals and objectives of the trip. Example:

“I am leaving for the city of Nsk to organize the work of a new structural unit.

  • Study of the target market.
  • Testing and hiring an employee for the position of branch manager.
  • Coordination with the head of the branch of work plans for ___ year.

Also, the head of a small company, as well as a specialist in the procurement department, can go to another city or country in order to purchase new equipment, conclude contracts for the supply of raw materials, materials, components, and negotiate the terms of cooperation with suppliers. In this case, the documents should also correctly indicate the purpose of the director's trip. Examples:

  • negotiating with LLC "Partner" on the purchase of a consignment of goods "Thing";
  • conclusion of an agreement for the purchase of products by Pomoshnik LLC;
  • purchase of equipment "Machine";
  • study of samples of the product "Shtuka" from Producer LLC.

How else can the purpose of the business trip of the first person of the company be formulated? Examples:

  • training;
  • participation in an exhibition, seminar, conference” (visiting events related to the financial and economic activities of the enterprise);
  • professional development;
  • development of new technologies;
  • checking the quality of the work of the department.

Examples of correct wording

To make it easier for you to decide on the preparation of documents, we will give several examples of the purposes of business trips with the correct wording. Perhaps you will even find among them one that suits your specific case well:

Administration and directorate

  • Opening of a new structural unit
  • Negotiations on the conclusion of a long-term supply agreement
  • Unscheduled personnel audit of a remote branch
  • Expansion of business relations

Sales department

  • Market research
  • Negotiations with potential wholesale buyers
  • Comparative analysis of competitive products
  • Professional development: sales trainings, exchange of knowledge and experience

Researchers

  • Participation in traveling exhibitions, conferences and presentations
  • Collection of information for research activities
  • Conducting field research
  • The study of primary sources of scientific works

Agricultural sector

  • Visiting exhibitions dedicated to new technologies in the field of agriculture
  • Selling products at fairs and similar events
  • Purchase of agricultural machinery
  • Purchase of fertilizers or feed for livestock

Above are the most common reasons for business trips for these groups of employees. Of course, some of them are universal and can be performed by employees of different departments. So, for example, passing a training may become the purpose of a director's business trip, and a representative of the sales department may deal with a supply agreement.

10.09.2019

The travel plan is a document, the responsibility for filling which lies with the head of the employee sent on a business trip.

In addition to basic information about the posted worker and the work trip itself, the work schedule, it indicates the goals for which the employee goes on a trip.

Do you need to compose?

The labor legislation in force on the territory of the Russian Federation establishes certain rules and requirements put forward in relation to work trips - business trips.

Several articles are devoted to this topic in the Labor Code of the Russian Federation, including,, 168. Information on business trips is also included in the Tax Law.

The travel plan reflects the purposes for which the worker goes on a work trip.

It should be noted that the document of the specified sample does not belong to the category of mandatory. From this we can conclude that the plan is drawn up at the discretion of the head of the enterprise.

The purpose of the trip may be indicated in the order, on the basis of which the employee is sent by the employer on a business trip.

In general terms, we can say that the travel plan and program are designed to facilitate the work of an employee on a trip.

In order to properly fulfill his duties, it is enough for him to adhere to the procedure determined by the leader.

A business trip plan is especially useful in situations where there are several goals and objectives of the trip.

In such cases, it is much easier to perceive information.


Subsequently, the employer does not have the right to demand that is not specified in the plan.

It is important to note that the need to issue this document for certain categories of working citizens is reflected in the order of the Ministry of Internal Affairs of the Russian Federation No. 1150, Federal Property Management Agency No. 51, Judicial Department No. 152.

How to draw up a work program and work schedule?

The program and schedule of work on a business trip is developed by the head of the business trip employee or a person appointed as a responsible person.

Each company can use its own paper design technology of this nature. Information on this matter should be reflected in the administrative documentation of the enterprise.

In most cases, all employers reflect standard data. In the case of a work travel plan, the following information is used as such:

  • the duration of the business trip, the date of its beginning and end;
  • the area to which the seconded employee is sent;
  • information about the receiving party - the name of the company located in another area;
  • purpose of a business trip - there can be an unlimited number of them;
  • the position of the employee going on a business trip, his initials;
  • main part.

The main part can be formatted as a table with the following column names:

  • issues/activities/tasks to be performed/performed while the worker is on a work trip;
  • the deadline for completing the task / event or resolving the issue, the length of time allotted for this;
  • the result expected as a result of the implementation of the task, event, etc.

The table should be followed by the signature of the head who prepared the program. The date of issuance is indicated.

After that, the employee for whom the plan is drawn up gets acquainted with the contents of the document. In the absence of questions, he leaves his signature on the document.

A short example for a sales manager

An example business trip plan structure for a sales manager might look like this:

business trips

  • The duration of the working trip is 5 days. From 10 to 14 November 2019.
  • The host party is the Trading Networks company, St. Petersburg, Leninskaya street, building 4.
  • The purpose of the business trip is to conclude a contract for the supply of products.
  • Seconded employee - sales manager - Anisimova Lyudmila Sergeevna.
  • Content of the work trip

Head of the enterprise: Salenko A.E., signature

Familiarized with the business trip plan: Anisimova L.S., signature

Download a sample plan and schedule for a business trip -

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