What is a travel policy used for, and how do I set one up?
1. The travel policy section is used to set and edit ‘rules’ for employees when booking trips. The travel policy would usually be set up by organisation or customer admins.
2. To create a travel policy, click on ‘Travel Policy’ in the navigation menu. Once on the Travel Policy page, you will need to click the ‘Create a new travel policy’ button in the top right of the page.
3. Once you have created a policy, you can edit it by clicking the ‘Manage Policy’ icon in the ‘Action’ column.
4. When editing a policy, there are plenty of settings you can edit. All of these settings have tooltips which will explain what they do.
5. Once you have finished editing your policy, there will be a ‘status’ slider on the Travel Policy page, ensure this is green for your policy to be active.