Travel policy sample pdf

If you have multiple travel policies for departments or types of employees, then you should also use the introduction section to clarify who the policy is for.

Top tip : In your introduction, include the benefits of following your policy for travelers, such as staying safe and getting support, so they know why they should follow it. Make travel arrangements for your employees or let them book for themselves—either way, this template will work for you.

Top tip: Make it crystal clear how travelers are supposed to book trips. Use a corporate booking platform to keep track of travel in one place. An important part of any expense policy and procedure is what employees are allowed to expense. This is a great way to make your travel policy more cost-effective and aligned with your business needs for this trip. Simply enter the amounts, approved vendors and other details for each reimbursable expense category.

Include a bulleted list with the potential travel expenses that your company will not reimburse. Make it clear that your company will only cover travel-related expenses and whatever provisions you accounted for in the previous section.

Here are some examples of non-reimbursable items that you may want to include in your travel policy:. Top tip : Involve stakeholders like your CFO and a few of your frequent travelers to determine what is fair to exclude across the entire company, for all trips. Make it clear what is payable to employees upon their return and what is not ex.

Top tip: Make it crystal clear what tool employees should use to submit expenses and reimbursement requests. Download the free template. By stating what will be spent on and what is prohibited, the company can save a ton of money. You may also see leave policy templates. Protects employees through clearly outlined safety procedures.

When traveling, sometimes there are still dangers that an employee has to look out for. This is why you have to come up with the proper safety procedures that all of your employees will have to follow whenever they are required or assigned to participate in business trips. Giving them the details of these procedures will ensure that they are able to make it safely to their destination, as well as making sure that they have a place to eat and sleep once they arrive.

You may also see policy templates in words. You may also see vacation policy templates. Travel Policy Template perksintravel. You may also see loan policy templates. So here are a couple of items that just about every travel and expense policy should have: 1. Expense Categories The expense categories that you will reimburse travelers for will constitute the majority of your travel policy.

You may also see re-hire policy templates. Majority of companies usually require the employee to book at least 2 weeks in advance. You may also see guidelines for policy templates. The website and mobile booking tool that the employee is required to use to search for travel bookings. It will be up to you as to what you want the travel policy to point out which of these websites and mobile booking tool should the employee use to get good results. You may also see sample policy memo.

The process of payment. Are there certain categories for which employees should use a company card versus a personal card? Will all of the booking be completed through the mobile booking tool? The Non-Refundable A good travel policy for companies clearly states what items the company is willing to reimburse those employees who have been assigned to undertake business travels.

Travel and Business Expense Policy finance. Expense Report and Reimbursement Process While some companies choose to explain expense reporting for each expense category in their travel policy, there are those who decide to offer a separate section which will describe the expense reporting process. This would be something like the receipt for the meals and lodging. You may also see free policy templates.