A sample travel assignment is a document that records all the key information about a business trip. The requirement to create such a document is often provided for in local regulations. We'll tell you how to compose it correctly. In the article you can find a work assignment for a business trip and a completed sample.
Labor legislation and the regulations that regulate the rules for sending employees on business trips (Resolution of the Government of the Russian Federation of October 13, 2008 No. 749) do not oblige the task to be formulated for a business traveler in writing. But it should be taken into account that Part 1 of Art. 8, para. 7 hours 1 tbsp. 22 of the Labor Code of the Russian Federation give the right to issue a local administrative act, which will make it mandatory to formulate a job assignment, as well as establish a sample and procedure for its preparation. This is especially widespread in budgetary institutions.
However, in order to draw up such a document, you can use not only the free form travel assignment form established by the employer, but also the form approved by Resolution of the State Statistics Committee of Russia dated January 5, 2004 No. 1 - unified form T-10a, official assignment, a sample of which we and Let's look at it in the article.
Instructions: before the start of the business trip
So, let’s look at filling out a document for sending on a business trip step by step using the unified form T-10a as an example. The form established by Goskomstat or the employer is drawn up for the purpose of correct accounting and payment of travel expenses.
Step 1. Fill out the header
We begin filling out the sample business trip assignment by entering general information:
- name of the institution;
- numbers of forms according to OKUD and OKPO;
- serial number;
- date of formation.
Step 2. Fill in the employee’s personal data
A sample job assignment for a business trip (format T-10a job assignment you could see above) contains information of a personal, individual nature:
- FULL NAME. the employee must be listed in the center of the form;
- The number on the timesheet is recorded in the same part.
Step 3. Fill out the table
The form “Official assignment for a business trip in 2020,” a sample of which can be studied further, contains a table consisting of 12 columns, the first 11 of which are filled in in order with the following information:
- Fixation of the structural unit where the person works.
- The title of the position is in accordance with the wording in the staffing table of the institution.
- Name of the area where the employee needs to be sent.
- Full name of the institution where the employee is going.
- Trip start day.
- The day the trip ends.
- The total duration of the trip.
- Duration, excluding travel time.
- An indication of the institution that pays travel expenses (usually the one that sends the employee, sometimes the inviting party).
- Information from the administrative document according to which the employee is sent on the road.
- Description of the purpose of the employee's referral.
Having filled out the first 11 columns, the registration can be interrupted until the employee returns from the trip.
Step 4. Sign
The process should be completed by ensuring the signature of the head of the structural unit where the person leaving works. In general, the document must be approved by the head of the institution (a person authorized by the head).
Design features
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A business trip assignment is a specialized document, which is drawn up in accordance with the established form No. T-10a and must be used by all employees sent on a business trip, without exception.
A service assignment must be issued.
A business trip is not only a trip for work-related matters, but also a method of solving certain problems that management sets for the posted employee.
In order for the employee to understand exactly what work is expected of him and what he must do on a business trip, it is customary to draw up a work assignment for a business trip.
The official assignment includes quite a lot of information; just one glance at the document is enough to determine what kind of employee he is, where he came from and why.
There should be no mistakes in filling out.
A travel assignment is issued in accordance with the established form No. T-10a, which was approved back in 2004 by a resolution of the State Duma. But along with this form, the employer can also approve the form of the organization if any other information is required, and so on.
The job assignment is filled out by the head of the organization. In addition, he also approves. The blue seal of the organization and the signature of the boss are required in the document - without them it is not valid.
Each column of the document is filled in one by one - accurately and accurately. If there are blots in the document, you should take a new form and fill it out. Corrections and erasures are not allowed in the document.
You can fill out the document either on a computer or manually. With the latter method, you should use only two types of ink - black or blue.
Many employees wonder: is it necessary to draw up a work assignment, for example, when going on a short business trip? After all, the employee already knows why he is going. Let's consider this issue in more detail.
Instructions: at the end of a business trip
Upon returning from your trip, you should complete filling out the document. You can do this as follows.
Step 1. Fill out the report
Having returned from the trip, the employee (column 12) enters information based on its results, that is, gives it in a short form.
Step 2. Sign
The document concludes:
- signature of the employee returning from the trip;
- assessment by the head of the unit of the effectiveness of the trip in the line provided for giving an opinion on the business trip;
- signature of the head of the department, date of the report.
Step 3. Let's rent
A properly executed document should be submitted to the accounting department of the institution.
can be used by organizations when sending their employees on a business trip. You will learn how to apply for a business trip certificate and fill out this form correctly from our article.
What it is
Before sending an employee on a business trip, it is necessary to draw up a professional assignment. The document must contain the following information:
- number of days on a business trip;
- amount of payment for the trip;
- specialty and tasks that employees are required to do during a business trip;
- any reasons that forced the employer to send the employee on a business trip.
If the employee’s employment contract establishes the traveling nature of the position, then the trips are not considered a business trip. Such trips are not documented, as they are the fulfillment of standard human duties.
A job assignment is not required if the company's personnel department regularly sends traveling workers to various assignments throughout Russia.
Rules for registering an employee on a business trip: forms T-10 and T-10a
Since 2020, the use of travel certificates and official assignments is not mandatory (Resolution of the Government of the Russian Federation dated December 29, 2014 No. 1595). It will be sufficient to formalize the manager’s order (order) to send him on a business trip and provide the employee with an advance report on the business trip, which will confirm the dates of the actual stay on it.
However, the organization has the right to issue a travel certificate and official assignment if it considers it necessary.
Let's look at the algorithm for preparing a full package of documents for a business trip using an example. The manager of the purchasing department of Vivat LLC, K.E. Safonov (the company is located in Tambov), is required to be sent on a business trip to Kursk to Yarov LLC to discuss a transaction for the purchase of materials necessary for production. On the spot, he must get to know the supplier, evaluate its capabilities and capacity, so that in the future an uninterrupted supply of the necessary raw materials will be ensured. The assignment for a business trip is also drawn up in the form of a document - for this you can use the unified form T-10a.
The travel arrangements are usually handled by the HR department (or the employee responsible for HR issues). She does this on the basis of an order to be sent on a business trip. The T-10 form is used as a business trip certificate form. The personnel officer fills out the front side of the form, where he indicates the full name of the traveler, his position, place of business trip and the basis document (order) for issuing a travel certificate.
The issued business trip certificate must be handed over to the manager Safonov K.E. and a note on the back of the form must be made about the date of his departure from. The disposal note is certified with a stamp (seal).
As for the reverse side of the form, it will be filled out during the business trip. Upon arrival at Yarov LLC, you will need to make a note: the receiving party will indicate the date of arrival and put a stamp (seal). At the end of the business trip, another mark will be made on the back of the form, indicating the date of departure from Yarov LLC, and this mark will also be certified with a stamp (seal).
If an employee’s business trip certificate includes the task of visiting several organizations, then a note about arrival and departure is made in each of them.
Upon returning from a business trip, manager K.E. Safonov will submit to the accounting service a business trip certificate, a completed work assignment form with a note from the head of the department on its completion, and an advance report with all documents confirming the expenses he incurred.
What information is included in the job assignment?
As mentioned above, a job assignment includes quite a lot of information. Let's look at their full list in more detail:
- Employee data – full name, company name, position;
- Date of arrival and departure;
- Tasks assigned;
- Work performance reporting column;
- Details of the visitor's company and much more.
Also, special attention should be paid to the correctness of filling it out - errors, blots and inaccuracies are unacceptable.
Where are the business trip certificates?
The business trip certificate form has a unified form T-10, which is approved by the Decree of the State Statistics Committee of the Russian Federation “On approval of unified forms of primary accounting documentation” dated January 5, 2004 No. 1. You can download this form on our resource.
Since the travel certificate form is not mandatory for use, it can be supplemented at the discretion of the organization with those details that it deems necessary for this document.
To find out whether expenses such as per diem allowance may apply for one-day business trips, read the article
“Do not pay per diem for one-day business trips .
You can also fill out the T-10 form on our website and use it as a template for preparing your own documents.
Results
Since 2020, a travel certificate has ceased to be a mandatory attribute of a business trip. But many employers prefer to formalize it, continuing to use the unified T-10 form for this.
In 2020, the execution of a job assignment is not mandatory, however, it can be completed using a standard form. The official assignment serves as the basis for preparing and sending an employee on a business trip. This document contains basic information about where the employee is being sent and why. The head of the department presents this form to the head of the organization as justification for the need to send the employee on a business trip.
In this article we will look at how to draw up a job assignment using the example of a standard T-10a form.
Is it necessary or not to register?
Previously, a job assignment was an integral document drawn up before drawing up an employer’s order to send an employee on a work trip.
It was he who acted as the basis for issuing the order. After this stage, a travel certificate was issued -. Do I need to apply for it now, in 2020?
The main essence of a job assignment is a reflection of the purpose of the business trip. It clearly states the tasks for which the worker is sent to another area.
It should be noted that the need to formalize a job assignment was reflected in the Regulations on Business Travel, which was approved by Decree of the Government of the Russian Federation No. 749. This regulatory act came into force in 2008.
It is important to note that this documentation is no longer valid at this time. Now, when sending an employee on a business trip, the head of the company is not obliged to fill out an official assignment for him.
The absence of this paper does not contradict current labor legislation. Each employer decides for himself whether to fill out the job assignment or not.
If the manager decides to draw up documents of this nature, the technology for filling them out must be present in the local act of the enterprise. For example, in a collective agreement or relevant Regulations.
When was the travel document cancelled?
Documentation of this nature was canceled by official paper.
In particular, the need to formalize official assignments disappeared in 2014, simultaneously with the entry into force of Russian Government Decree No. 1595.
Based on the regulatory act, adjustments were made to Regulation No. 749, which was issued in 2008.
Paragraph 6 of the document was completely canceled, which stated that the purpose of the work trip, determined by the employer, should be reflected in the official assignment.
Changes were also made to other clauses of the provision.
It should also be remembered that the employer still has the right to issue a written assignment for a traveling specialist.
Sample of filling out a job assignment using the example of form T-10a
The job assignment must reflect the following information:
- the name of the organization whose employee the traveler is;
- Full name and position of the employee sent on the trip, the name of the unit where he works, his personnel number;
- business trip destination - the name of the locality where the trip is planned and the name of the organization to visit;
- duration of the business trip - start and end dates of the trip;
- period in calendar days - days on the road are also included in the business trip;
- organization sponsoring the trip;
- basis for preparing an official assignment - may be an official memo;
- the official task itself (the purpose of the trip) - what the employee needs to accomplish;
- signature of the head of the structural unit and the head of the organization.
A business trip assignment in 2020
fell into the category of optional papers when processing business trips. From our material you will learn about the procedure for completing a task and the possibility of using substitute documents.
Procedure for generating a transfer order
Sample
The widespread abolition of many strict restrictions in all areas of accounting also affected the mechanism for sending an employee on a business trip. Thus, in 2020, legislators allowed not to use a travel certificate and official assignment (Resolution of the Government of the Russian Federation dated December 29, 2014 No. 1595 and Decree of the Government of the Russian Federation dated July 29, 2015 No. 771). Accordingly, from the entire package of documents for sending on a business trip, only the unified T-9 form and the advance report remained.
Form T-9 defines the following parameters for an employee’s departure to perform duties outside the place of work:
- tasks for which the business trip is planned;
- the period when the employee will be absent;
- departure day and planned return date.
An advance report allows the employee to report for amounts previously issued, and the accounting department to write them off as expenses. It is accompanied by payment documents for expenses incurred during the business trip.
Since 2013, the use of unified forms is not mandatory; this also applies to the unified T-9 form. At the same time, the presence in it of the entire list of necessary details encourages companies to continue to use it in their work.
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The “header” of the form is filled out traditionally: name of the organization, date of compilation, number, surname, first name, patronymic of the employee whom we are sending on a business trip, his personnel number.
Next is a table containing general information about the planned trip; fill in all the columns sequentially:
- “structural unit” - the unit in which the traveler works;
- “position” of the traveler;
- “country, city” – the locality to which we send the employee;
- “organization” – the name of the enterprise to which the employee is sent;
- “date” – indicates the start and end date of the business trip, the first day of the business trip is the day of departure from the place of permanent work, the last day is the day of arrival. If, for example, an employee leaves at 23.50 on May 29 and arrives at 00.10 on May 31, then the business trip is considered to last three days, despite the fact that he leaves late in the evening and arrives early in the morning, the first day of the business trip is May 29, the last day - May 31;
- “term” – the duration of the business trip in calendar days in full and without taking into account travel;
- The “paying organization” is the sponsor of the trip, most often the employer finances the business trip, but sometimes the business trip is at the expense of the host party. It is also possible for the trip to be financed by a third party.
- “reason” - here you should indicate the document that served as the reason for filling out the official assignment; usually, when making a decision to send an employee on a business trip, an official memo, letter or other similar document is drawn up, on the basis of which the T-10a form is already filled out.
Having filled out the table of information about the business trip, we proceed to drawing up the assignment for the employee. To do this, fill out the “task content” column below on the left; it states what the employee needs to do while on a business trip, what tasks are assigned to him.
Form T-10a is completed, all that remains is to sign the head of the enterprise and department and transfer the task to the employee.
Upon returning from a business trip, the employee must report on how well he completed the assigned tasks. To do this, in the T-10a form, opposite the “task contents” there is a column “brief report on the completion of the task”, in which the employee will write down what he did and what goals he achieved. The employee signs his report and submits the job assignment to his immediate supervisor.
The manager checks the employee’s report and, in the “conclusion” line, sums up the business trip, puts his signature and the current date.
The list of information contained in the unified T-5 form includes:
- name of the form;
- date;
- name of the employer;
- employee information;
- current place of work;
- base for moving;
- future workplace;
- new motivation package - salary with bonuses;
- link to the employment contract.
Role of job assignment
Since time immemorial, the official assignment has been a mandatory link in the chain of processing travel papers: on its basis, an order was issued, followed by a travel certificate - with which the company employee went on a business trip.
The main information reflected in the job description is the purpose of the business trip. It is filled out before sending an employee on a trip. After completing the official assignment, the second part of the document is drawn up with the title “Official assignment for sending on a business trip and a report on its implementation”, from the content of which a conclusion is drawn about the effectiveness of the official travel of the company employee and the validity of travel expenses.
Until 2020, such a mechanism made it possible to document every step of a posted worker and confirm expenses, which complied with the requirements of the accounting law of December 6, 2011 No. 402-FZ. For tax accounting purposes, this was no less important - the controllers also did not ignore the degree of completeness of the “travel” package of documents.
IMPORTANT!
The obligation to fill out an official assignment was enshrined in clause 6 of the Regulations on Business Travel, approved.
Government Decree No. 749 dated October 13, 2008. This established and proven system for processing and collecting a “travel” set of papers over the years was violated by Government Decree No. 1595 dated December 29, 2014, which introduced adjustments to the Regulations on Business Travel.
As a result, since January 2020, all links (except the order), including the official assignment, have disappeared from the above “travel” kit.
Alternative option
The disappearance of an official assignment from the text of the Business Travel Regulations does not mean at all that a paper with that name must be excluded from the internal document flow.
To arrange a business trip, you can still use the entire documentary chain described above. The only limitation: the status of the “travel” package of documents has changed - it can no longer serve as official confirmation of either the fact of a business trip or the expenses incurred in connection with it.
A simple technique will help you get out of this situation - you can modify the order to send an employee on a business trip (unified form T-9) by including the line “Purpose of the trip.”
The form of the main document sending an employee on a business trip can be found on our website: see material
.
But a condition must be met: the form of the order developed in-house must be enshrined in a local act, for example, an intra-company Regulation on Business Travel (Part 1, Article 8, Part 1, Article 22 of the Labor Code of the Russian Federation).
How to fill out a job assignment
If the company decided not to abandon the usual set of travel documents and provided for their form in the internal local act, the procedure for completing the official assignment will contain the following steps:
- obtain a manager’s decision to send an employee on a business trip;
- fill out the gr. 1-11 tabular part of the job assignment;
- familiarize the employee going on a business trip with his assignment and the purpose of the trip.
Usually, to draw up an official assignment, the unified form T-10a is used, the main part of which is represented by a table of 12 columns.
The form is crowned with general information: company name, number and date of the job assignment. In the central place of this one-page document is information about the employee going on a business trip (full name, personnel number, place of work and position). Columns 3-8 are devoted directly to the business trip: they include the name of the destination and the duration of the business trip (start, end dates and duration).
Column 9 is intended to indicate the paying organization. In most cases, this is the company itself, whose employee is sent on a business trip. In some situations, company specialists may go on business trips at the request (application) of third-party contractors (customers), then reimbursement of travel expenses may be borne by the customers (this condition is stipulated in the contract).
Column 10 “Bases” is filled in with the details of the management order (instruction) on the business trip or it may contain the wording “Travel Plan” (if the trip is carried out according to plan).
The completed column 11 describes the task (purpose) of the official trip, and the registration of the official task stops there until the seconded employee returns to his place of permanent work.
Subsequently, the job assignment is filled out by the employee himself - in column 12 he needs to briefly report on the work done on the business trip.
The process of filling out a job assignment is completed by signing this document by the employee and manager, as well as filling out the line “Conclusion on the completion of the task.” In this line, the manager gives an assessment of the work done by the employee on a business trip.
See a sample job assignment on our website.
conclusions
Until 2020, a job assignment was considered a mandatory document that must be issued for every posted employee. At the end of 2014, changes were adopted according to which the paper ceased to have mandatory status.
Employers have the right to either formalize or not formalize work assignments for their employees. In this case, managers should be guided only by the presence of production needs.
If desired, the employer can use the T-10a form to complete official assignments, or develop his own version of the sample.
Results
The official assignment for a business trip consists of two parts - instructions from management and a report from the employee on its implementation. The document has become non-binding since 2020, but can be used for internal intra-company reporting.
The concept of a business trip is enshrined in Article 166 of the Labor Code of the Russian Federation. The legislation defines that this is a trip of an employee by order of the employer for a certain period of time to carry out an official assignment outside the place of permanent work. Sending an employee on a business trip is not as simple as it might seem at first glance. It just seems that in a commercial organization, the director with one word can send any employee even to Kolyma, if he suddenly thinks that a lucrative contract can be concluded there. In fact, everything needs to be documented, otherwise it will not be a business trip, but a vacation at the expense of the company, and from the profit. After all, the Federal Tax Service will not allow expenses for an incorrectly documented business trip to be included as expenses. That is why it is necessary to approach the preparation of all documents as responsibly as possible and it is better to prepare any “extra” papers than not to complete the necessary ones. But first things first.
General provisions
At many enterprises, business travel has become an integral part of the production process. The phenomenon is directly related to its characteristics, which affect the final result - obtaining the required product. The employer, at its own discretion, issues certain types of documents that have been canceled.
What it is
The term “business trip” refers to travel by an employee at the direction of the employer. He is sent for a certain period of time to carry out a specific assignment outside the main workplace, that is, outside the enterprise where he works. The definition of the concept and corresponding explanations are given in the regulations of Article 166 of the Labor Code of the Russian Federation.
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To complete this, the employee is given funds to purchase a vehicle ticket and accommodation at the destination. Upon arrival, he must report to the employer, presenting him with an advance report along with expense receipts.
The daily allowance rate should not exceed if the business trip is made:
Indicators | Sum |
On the territory of Russia | 700 rubles |
Travel abroad | 2,500 rubles |
This year, changes have been made to labor law, which in some way affected the issue of registering an employee’s business trip. They are directly related to the calculation of insurance premiums deducted from funds issued as daily allowances.
Innovations related to document processing issues have been reduced to cancellation:
- Issuing a travel certificate.
- Providing the employee with a report on the work performed.
- Keeping records of the working time of an employee sent on a business trip.
Photo: Travel certificate
Who does it apply to?
The employer has the right to send any employee on a business trip, regardless of his position, if an employment contract has been concluded with him. Since certain work is entrusted, it is assumed that a specialist will be sent who can perform it. He is subject to requirements regarding qualifications, practical experience, skills and abilities.
A sample assignment assignment for a business trip is available.
His consent for sending on a business trip is not required. During the entire trip, he retains his workplace and average salary and the position he occupies. The norm is provided for by the instructions of Article 166 of the Labor Code of the Russian Federation.
Features of the document
In 2020, the official assignment and travel certificate were excluded from the personnel document flow. The norm was put into effect by the instructions of the Government of the Russian Federation No. 1595. But some employers prefer to draw up the above documents, which to some extent increases the employee’s responsibility during the trip.
Photo: Sample assignment for a business trip
When required
The wording “official assignment” means an administrative document. Its form was ratified by FSGS Resolution No. 1. As a rule, it is issued to the employee on the last day of work before the trip to perform the task assigned to him. He must sign in the journal of outgoing information, which certifies the fact of receipt of the document in hand.
Filling procedure
An employer can use a unified form for a business trip assignment in 2020, a sample of which is divided into parts - introductory, main and final.
The first of them indicates the full name of the legal entity or individual entrepreneur, the name of the document, its serial number and date of preparation, OKPO code, personal data of the posted worker and his personnel number.
The main part should contain certain information regarding:
Indicators | Description |
Structural subdivision | — |
Position held | — |
Destination | indicating the name of the settlement of arrival |
Business trip period | indicating the date of departure from the locality where the employer is located and return to it, taking into account the time spent on the road |
Duration of the trip | excluding days allocated for completing the task |
Person reimbursing travel expenses | — |
Reason for appointment of a business trip | indicating the document justifying the trip, its registration number |
Main purpose of the trip | content of the task assigned to the employee |
In the final part, the signatures of the enterprise management are affixed, which must be deciphered and the seal of the legal entity. The form contains the item “Brief report on the completed task,” which is filled out by the employee upon return. He puts his signature, date and submits the form to the personnel department.
Deadlines
A business trip is issued for a specific period, determined by the level of complexity of the task assigned to the employee. The day of departure is the day the vehicle departs for its destination.
For the day of arrival - the day of his arrival in the locality where the employee is sent. In accordance with labor law standards, the day of departure from the point of departure and arrival at the destination is taken as one day.
The start and end of the business trip must correspond to the dates indicated on the travel tickets. When transport departs before 24.00, the day of departure is taken to be the day that expires, and the day that comes after the specified time.
In practice, there are cases when an employee is forced to leave on a day off - Saturday or Sunday, which is determined by production needs.
The employer must take into account that, in accordance with labor law standards, he does not have the right to involve him in the performance of functional duties on the specified days, including holidays, without the written consent of the employee. The norm is provided for by the provisions of Article 113 of the Labor Code of the Russian Federation.
He should be given a day of rest on a weekday upon arrival from a trip. It can be replaced with monetary compensation, which is enshrined in the instructions of Government Resolution No. 1595.
Types of business trips and types of documents for their registration
Although at first glance all work trips are the same, they can still be divided into two types:
- unscheduled;
- planned.
Obviously, if an urgent production need has arisen and some employee needs to go and save the situation, then there is no time for drawing up unnecessary documents. In this case, you can get by with the minimum set and send the employee on the basis of an order from the organization (which still needs to state the purpose of the trip). This is quite acceptable, because there is no need to prepare a work assignment for a business trip in 2020. This is, in particular, stated in the Regulations approved by Government Decree No. 749 dated October 13, 2008 (as amended on December 29, 2014). In addition to the official assignment, a travel certificate has also become optional, and the duration of the trip can now be determined on the basis of travel documents.
Such documentary minimalism is not very convenient, so most employers still prefer to draw up documents, especially if the trip is planned and there is no rush in preparing it. In this case, the immediate supervisor of the future posted worker must draw up a task for him or write a memo, on the basis of which the business trip order will be issued. There are unified forms for these documents, approved by Decree of the State Statistics Committee of Russia dated January 5, 2004 N 1, so it is quite possible to use them or develop your own forms, taking into account the individual characteristics of the organization.
Sample of filling out a work assignment for a business trip
So, unified forms are more convenient, if only because they are already ready and only need to be filled out correctly. For the official assignment, a form is provided, which is called Form N T-10a “Official assignment for sending on a business trip and a report on its implementation.” From the name it is obvious that you can write a trip plan in it, and then the seconded employee will report there on its implementation. It follows from this that the form must be filled out by different people and at different times. First you need to complete the task itself. the official assignment for a business trip will be available at the end of the article, and when completed, the T-10a form looks like this:
Obviously, here the employee has not yet completed the task, so he has not yet filled out the report. We'll come back to this later, but for now let's figure out what to pay attention to when filling out the form. Step by step it will be something like this:
- Enter the name of the organization and its OKPO code at the top of the T-10a form.
- Register the form in a special journal and assign it a serial number. Typically, all business trip documents are registered together, this allows for better systematization of personnel document flow in different areas (hiring, dismissal, vacations and business trips). It is convenient to put a letter designation after the digital number; in the example given, “k” means business trip documentation.
- Enter this number in the form, and also indicate the date of its preparation.
- Indicate the last name, first name and patronymic of the posted worker, as well as his personnel number in a separate field.
- Next you need to fill out the table. In the left column you must enter the name of the structural unit of the posted employee, and in the second column - his position.
- The third column contains information about the destination. This is the name of the country and city, but when traveling around Russia it is enough to limit yourself to one city name. Next, you need to indicate the name of the company where the employee is being sent.
- You must write the start and end dates of the trip and indicate its duration in days. Separately, the form provides for indicating the number of days without taking into account the road. Essentially, this is the time that an employee must spend on completing a task. Travel time depends on the type of transport the employee will use to get to the destination and back, which means it may change if, for example, there are no train tickets for the required dates and the business traveler flies by plane.
- Another column (ninth) is intended to indicate the name of the organization that is paying for the trip. After all, sometimes it is possible to send an employee on a trip at the expense of partners if they are interested in a visit to a specific specialist. In our example, the payer is the employing organization itself.
- The last, tenth column is intended to indicate the details (number and date) of the document on the basis of which the task was drawn up. This could be a plan, a memorandum or an order for the organization.
- Below you need to fill out the fields about the purpose of the trip. It's best to keep this short as there isn't too much space. If the traveler faces several tasks, then it is best to make a numbered list so that the specialist can imagine the sequence of achieving the tasks assigned to him.
- After the document is drawn up, it must be signed by the head of the structural unit and the employee himself (that he is familiar with the task). The head of the organization certifies the form after the corresponding order approving the job assignment and the business trip has been prepared and issued.
At this point, the first part of filling out the T-10a form can be considered complete. The seconded employee leaves, completes the assigned tasks, and after his return it’s time to fill out the second part of the form. To do this, the head of the structural unit, who previously drew up the official assignment, must ask his employee about how successful the trip was. If the employee wants, and the boss agrees and there is an appropriate example, a short report on the completion of the business trip assignment can be written by the employee himself. It is enough to simply list all completed tasks and indicate the completeness of their completion. After this, the manager puts his resume about the results of the trip in the appropriate column, and then signs it. At this point, the preparation of form T-10a can be considered complete. In any form, the official assignment can be drawn up according to the same principle. There is nothing complicated about this.
On the basis of what document is an employee sent on a business trip?
Drawing up and signing the official assignment is the responsibility of both the person sent on the trip and the manager.
The management of the company fills out and draws up the following points of the document:
- The reason why the employee must be sent on the trip.
- The number of days during which he will be absent from his main workplace.
- Directly the type of activity that will be carried out by the field employee.
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The employee fills out the task immediately after returning, drawing up a report in a certain column about the trip and the activities carried out.
The document must be drawn up and properly certified no later than three days after the person returns from a trip related to the activities of the enterprise.
With the repeal of the previously existing Government Decree, which regulated the procedure for sending on a business trip, many documents were no longer required to be completed. The new norms establish that an order from the administration to be sent on a business trip must be issued.
Therefore, all other documents can be applied based on existing production needs. Which business trip forms the enterprise uses are recorded in the business travel regulations or other local document of the enterprise.
The written order to send an employee on a business trip already contains information about the purpose and objectives. But all this information comes in general phrases. Therefore, it is still recommended to use an official assignment for sending on a business trip, which describes in detail all the tasks that management sets for the employee.
A business trip assignment is issued at the moment when the director makes a decision to send an employee on a business trip. Therefore, he should determine the main goals and objectives of the upcoming business trip.
Orally, he can dictate a job assignment to an employee of the HR department, who will subsequently draw up this document using his words. The company can use a free form or use the unified T-10 standard.
Also, a business entity, if necessary, can develop its own form, which will be filled out in the future if a business trip is issued. At large enterprises, this responsibility can be transferred to the heads of structural divisions, who can determine point by point the goals and objectives of the upcoming business trip.
But it is the head of the company who must sign the official assignment itself.
Since the official assignment is not a mandatory document, the travel goals can be indicated by the employee’s supervisor in the prepared internal memo, or directly in the business trip order.
Attention! On the other hand, if the execution of this document is specified as mandatory in the Regulations on Business Travel, then the responsible employee is obliged to draw it up, even if the information specified in it duplicates information from other forms.
Since 2020, the rules for registration of business trips have been changed at the legislative level. From now on, the official assignment and travel certificate became optional, and the only document that needed to be filled out was the business trip order.
For it, the standard T-9 form is usually used, or it is drawn up on company letterhead.
The order must indicate three main conditions of the trip - for what reason, for what period and where:
- The purpose of the business trip is determined by a memo, official assignment or other document that serves as the basis for sending the employee on a trip;
- The business trip period must include all days from departure to arrival, including the duration of the employee’s stay on the road;
- Place of business trip - you must indicate the country, city and company. If the trip is expected to be long and will cover several points, then it is necessary to indicate all of them in the order. In addition, a situation may arise when the receiving organization is unknown (for example, if an employee travels to find new business partners), then it can be omitted.
Attention!
Thus,
order to go on a business trip
took a leading role. However, if the company wants to continue to use the job assignment and travel certificate, it must indicate this in the Travel Regulations.
When filling out the document, the full name of the company is written at the top, and in a special field on the right - its registration code according to the OKPO directory.
Further below, opposite the name of the form, its serial number and date of registration are indicated.
After this, the full full name is written in the next column. employee, on the right side there is a place to indicate his personnel number.
The main part of the document is a table in which you need to enter information.
The columns are numbered:
- 1 — The name of the department of the enterprise where the employee works is indicated;
- 2 - His position according to the staff list;
- 3 - Name of the country and city where he is being sent on a trip;
- 4 - Name of the company to which the employee is sent;
- 5, 6 — Dates on which the trip begins and ends;
- 7 — The total number of days that the employee’s business trip will take;
- 8 - Number of days of work, i.e. excluding travel;
- 9 — Name of the company that finances business trip expenses;
- 10 — Grounds for sending an employee on a business trip.
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Next comes another table with two columns:
- 11 - It is necessary to indicate the goal or job task that the employee must complete. You can enter several lines here with different tasks;
- 12 - After completing the task in this column, the employee personally briefly reports on its completion.
The official assignment for a business trip must be signed by the head of the department where the employee works. Next, the person leaving for the trip puts his signature on it.
Attention! Below is a column in which the head of the unit must summarize the results of the business trip, indicate his data and sign.
In addition, the document is signed by the head of the enterprise, reflecting the position and personal information.
Entering information into Form T-10a usually occurs in two stages:
- the first part of the document must be completed before an order is issued to send an employee on a business trip; this part includes the “header” of the document and columns in the form from one to eleven;
- the second part of the form, namely the twelfth column, is filled out upon the employee’s return from a work trip.
The following information is traditionally reflected in the job assignment form:
- name of the organization and its OKPO code;
- document number and date of its preparation;
- Full name and personnel number of the company employee who is going on the trip;
- the position of the employee and the name of the structural unit to which he belongs;
- information about the geography of the destination (country, locality and directly the company where the business traveler is going);
- timing and duration of the trip (dates of departure and return from a business trip, total duration and duration of the trip without taking into account the time spent on the road);
- information about the organization paying for transportation, food and accommodation on a business trip;
- information about the documents that serve as the basis for sending on a business trip (plan or memorandum);
- purpose of the trip.
The information contained in the “header” of the document is standard. The document is numbered in accordance with the established internal procedure, however, it is recommended to number the same job assignment and business trip order. Each employee has a specific personnel number, which is also entered into the form. Information about the structural unit is entered in the first column in which the posted employee works The second column of the form contains information about the position of the traveler The third column contains information about the country and city where the employee is sent The fourth column contains the name of the organization where the employee is sent The fifth column records the start date of the trip The sixth column records the date end of the trip The seventh column contains information about the total duration of the trip The eighth column contains information about the duration of the trip without taking into account the time spent on the road The information in the ninth column reflects the name of the organization paying for the business trip The tenth column contains information about the document that served as the basis for the trip The eleventh column contains a briefly formulated purpose of the trip
At the end of the business trip and upon the employee’s return to his main workplace, his boss must find out to what extent during the trip it was possible to achieve the goals set in the official assignment.
After this, the manager must draw conclusions about the results of the trip and the success of achieving the set goals and enter them in the appropriate column, then sign the document and submit a report to the personnel department.
At the final stage, the document is signed by the traveler’s supervisor and submitted to the HR department
The form in question is filled out by the boss who makes the decision on the business trip, and the employee must be familiar with its contents. He signs in the space provided for this. After this, a draft order is prepared to send the employee on a work trip.