Confirm company policies in the travel request

Optionally, companies can store company policies directly in the travel request. Employees must actively confirm these policies before submitting the travel request.

This ensures that all relevant travel requirements or rules are consciously acknowledged before forwarding.

Mandatory confirmation before submission

When this function is activated, the following applies:

• Travel requests can only be submitted if the employee activates a confirmation checkbox.

• If the checkbox is not selected, the travel request cannot be submitted.

• This ensures that company policies or other internal requirements are confirmed in a binding manner.

Where is the function activated?

The travel policies are stored and activated in the company settings:

My Company → Settings → Tab “Travel Request”

Here, company travel policies for travel requests can be enabled and individually configured.

Configuration options

Companies have several options to design the policies according to their needs:

1. Activate company travel policies in the travel request

• Toggle to activate the policy display within the travel request

2. Add a description text

• Additional free text can be entered to provide guidance for employees
  (e.g. “Please review our travel policies before submitting.”)

3. Text for the link to the policy document

• A custom text for the link to an existing policy file can be stored

4. Upload a PDF document

• Companies can upload their travel policies directly as a PDF

5. Define a confirmation text with checkbox

• A custom text can be specified that employees must confirm via checkbox
  (e.g. “I have read the travel policies and accept them.”)

Flexible usage

This function allows different variants:

• Confirmation of an uploaded PDF

• Confirmation of a text-only policy notice

• Combination of text + link + PDF

This enables each company to tailor the travel request process optimally to its own requirements.