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Create or edit a travel policy

  • Updated
  • Only Admins can use this feature

Travel policies let you set budgets and instructions for different services and help you manage travel spending. 

You can create a default policy that applies to all employees and additional policies can be assigned to specific travelers or groups. 

When booking a trip, we'll tell travelers if the service they want to book is in or out of policy. You can set up an approval process for out-of-policy trips. 

 

Create a travel policy

If you haven't added a travel policy before, you can choose one of the recommended policies or create a policy manually by clicking Create new policy.

If you've already added a travel policy, click New travel policy. 

To create a new 

  1. Go to Account settings
  2. Under Travel management, select Travel policies
  3. Click New travel policy
  4. Enter a name for the policy
  5. On the new travel policy, select Cars and click Edit
  6. Select the Maximum budget and Booking window
  7. Click Save changes

Once you've created the rental car policy you need to assign travelers. All travel policies can be edited at any time. 

 

Assign travelers to a rental car policy

  1. Go to the People page
  2. Search for the user and click their name
  3. Go to Account settings and click Edit
  4. Under Travel policy, search for or select the policy from the list 
  5. Click Save settings

 

Edit a travel policy

You can edit a range of different settings for the different services that can be booked on TravelPerk.

  • Flights: you can set dynamic budgets, booking windows and cabin classes with exceptions for certain routes or flight durations.
  • Hotels: you can set dynamic budgets with exceptions, booking windows and maximum star ratings that can be booked.
  • Hotel extras: you can add payment instructions, meal allowances and daily expense budgets.
  • Cars: you can set budgets and booking windows.
  • Trains: you can set dynamic budgets and cabin class restrictions. 
  • In-trip: you can set instructions for things like taxis or food and drinks. 

To edit a travel policy:

  1. Go to Account settings
  2. Under Travel management, select Travel policies
  3. On the travel policy you want to edit, select the service and click Edit

 

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