This checklist helps streamline the process for employees to request travel arrangements. It ensures all necessary approvals and documentation are completed before any travel takes place.
Discuss with the employee to understand their travel requirements, including destination, dates, and purpose of travel.
The employee should fill out the travel request form with all relevant details, including estimated costs and preferred travel arrangements.
Submit the completed travel request form to the employee's manager for approval. Ensure they review and sign off on the request.
Review the company's travel policy to ensure compliance with travel allowances and guidelines before proceeding.
Once approved, proceed to make travel arrangements, including flights, accommodations, and transportation.
Provide the employee with their travel itinerary and any additional information needed for the trip.
After the trip, ensure the employee submits all travel receipts for reimbursement as per the company policy.
Meet with the employee after their trip to discuss any issues encountered and gather feedback on the travel process.