Use the default Travel Policy to set guidelines for your employees business travel, you can adjust what travel needs approval, how many days in advance it needs to be reserved, or set employees up with no restrictions if need-be. Learn about Expense Policies here.

Travel Policy

Starting in the sidebar:

Company Settings > Travel > Travel Policy

On the Travel Policy page you can create a custom Travel Policy, view or modify the default policy, or set which employees you'd like to be exempt, by adding them to "No Travel Policy".

When editing the Flight Policy you can choose:

Fare Class

  • Economy

  • Business

  • First

Stops

  • Nonstop

  • 1+ Stops

Advance Booking Requirement

  • 7 Days

  • 14 Days

  • 21 Days

  • 30 Days

Flight Cost Hard Cap

Set a dollar amount flight bookings cannot exceed without requiring manager approval

Budget Flexibility

Choose a variance option:

  • Set a percent

  • Set a dollar amount

Notifications

  • No Notifications

  • Out of Policy

  • All Bookings

Approvals

  • No Notifications

  • Out of Policy

  • All Bookings

Click the blue save button to set your selections.

When editing the Lodging Policy you can choose:

Hotel Class

Choose a star rating: 1 through 5

Distance From Search Location

  • 5 Miles

  • 10 Miles

  • 15 Miles

  • 20 Miles

Advance Booking Requirements

  • 7 Days

  • 14 Days

  • 21 Days

  • 30 Days

Hotel Nightly Rate Hard Cap

Set a dollar amount hotel bookings cannot exceed without requiring manager approval

Budget Flexibility

Choose a variance option:

  • Set a percent

  • Set a dollar amount

Notifications

  • No Notifications

  • Out of Policy

  • All Bookings

Approvals

  • No Notifications

  • Out of Policy

  • All Bookings

Click the blue save button to set your selections.

If you are editing the Default Travel Policy all employees are included unless you have added them to "No Travel Policy" or created a custom Travel Policy.

To create a policy choose "Add Travel Policy" from the Travel Policy page in the Travel settings. Name your policy, this can be helpful if you wish to create a specific policy which you apply to a specific department or team.

You will have the same options when you create a custom Travel Policy as you have when you edit the default policy. The difference is near the bottom you can search for and add employees to the policy, and delete the policy if needed.

Once you've selected, you will choose "Finish" to finalize your selections, and then "Save" to set them.

Also, once you've created the Travel Policy, you can adjust it on an employee profile when you're viewing them in the Employee Directory:

Rewards Policy

In Company Settings choose "Reward Policy" under "Travel".

To turn Rewards off, choose "Auto Rewards" in the righthand corner. In the pop-up choose "None", then click "Done", followed by "Save" at the bottom of the page.

If you'd like to allow users to book lodging outside of TravelBank (such as Airbnb or other lodging options) ensure you've toggled on "LodgingX".

Finally set the Rewards Amount, you can set any percent between 20 - 50%.

Choose "Done" and then "Save" to set the company Rewards preference.

Custom Category

In Company Settings choose "Custom Category" under "Travel".

Custom categories are off by default, but you can choose to enable them, and decide if you'd like them to be required.

These tags will be available to users on the checkout page when they are making travel reservations. If you require them they will not be able to complete their booking request, even if it is within policy, until they choose a tag.

Choose "Save" and set these preferences for the company's Custom Fields.

Created: 25May2021 15.34

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