Setting Up Company Policies
You can manage travel rules on the Company Policies page. There you are able to create one policy for the entire company or create different policies for various teams.
Below are some common goals that we see among our customer base. By combining multiple rules you can create much more intricate and powerful policies.
Goal |
Trigger |
Action |
Hide everything except economy flights |
When cabin is not economy |
Hide result |
Hide basic economy flights |
When airline is Delta Airlines and flight class is E |
Hide result |
Require approval for booking expensive travel (regardless of route) |
When relative price is more than 20% compared to the lowest price |
Require approval from manager |
Hide potentially bad hotels |
When star rating is below 3 stars |
Hide result |
Require preferred hotel chains |
When hotel chain is not Starwood and hotel chain is not Marriott |
Hide result |
Require using company credit card |
For all travel |
Require payment using company card |
Require reason for booking expensive travel |
When price is above $1000 |
Show required custom report field Reason for Policy Exception |
Fill out custom field for reporting purposes |
For all travel |
Show required custom report field Trip Purpose |
Below are some sample screenshots of what these rules look like in the Policy Builder UI.
Hide Basic Economy Fares for Delta, American Airlines, and United
Relative price requiring manager approval
Custom fields for reporting purposes
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