Employee Travel Request Process ( ADMIN )

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.

• Confirm Travel Needs

  Discuss with the employee to understand their travel requirements, including destination, dates, and purpose of travel.

• Complete Travel Request Form

  The employee should fill out the travel request form with all relevant details, including estimated costs and preferred travel arrangements.

• Obtain Approval from Manager

  Submit the completed travel request form to the employee's manager for approval. Ensure they review and sign off on the request.

• Check Company Travel Policy

  Review the company's travel policy to ensure compliance with travel allowances and guidelines before proceeding.

• Book Travel Arrangements

  Once approved, proceed to make travel arrangements, including flights, accommodations, and transportation.

• Distribute Travel Itinerary

  Provide the employee with their travel itinerary and any additional information needed for the trip.

• Collect Travel Receipts

  After the trip, ensure the employee submits all travel receipts for reimbursement as per the company policy.

• Conduct Post-Travel Review

  Meet with the employee after their trip to discuss any issues encountered and gather feedback on the travel process.