As an administrator, you can create policies on trip requests raised by employees in your organization. The trip request policies can be created for users based on specific employees, departments, transportation mode to name a few.

To create a Trip Request Policy, follow the steps mentioned below

1. Go to SETTINGS and under TRIPS tab and click on POLICIES

2. Click on New Policy under the 'Trip Policies' section and fill the below fields:

  • Policy Description: The policy can be described in two parts from an Admin and User’s perspective

description of trip request policy
  • Admin Side Description

admin side policy description
  • User Visible Rule Description

user side policy description
  • Policy Conditions - You can configure a policy based on the below fields
    User criteria
    > Departments
    > Levels
    > Titles(Designation)
    > Specific People

    Trip request criteria
    > Projects
    > Transportation Request
    > Hotel Request
    > Advance Request
    > Transportation Mode (Bus, Train, Flight, and Taxi)
    > Budget amount
    > Minimum days gap before a booking request
    > Maximum allowable days in hotel request

    You may select inclusion/exclusion conditions for each of the text based fields and amount based conditions for each of the amount based fields.

  • Policy Actions - Once a Trip request is violated, the below actions will be shown:

    > Flag Trip Request - The trip request will be flagged on submission to the approver if enabled
    > Pop Up on violation - If enabled, there will be a pop up notifying the user that there is a policy violation on the trip request
    > Additional Approvers - Here, you can add secondary approver, project approver, and department approver, in case the trip request is not meant to be sent to the default approver of the user.

trip request policy actions

Upon violation of the trip request policy, the user will see a pop up in the below manner

trip request policy violation pop-up message

3. Once you have selected all the criteria based on which you would like to enable a trip request policy, click on 'Save' to enforce the policy on the trip requests for your organization.

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