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Company Policy & Traveler Groups
  • What is policy?
  • What are "out-of-policy" bookings?
  • What are out-of-policy Reason Codes?
  • What are Traveler Groups?
  • What are Department Codes?

    What is policy?


    NOTE: All companies do not have policies.

    The travel policies for your company include things like preferred airline carriers, limits on car rentals, preferences for certain hotel chains. When a policy is set for your whole company or a Traveler Group within it, those preferences are taken into account when you create itineraries. For example, flights may be limited to having a maximum of 3 connections, and those will be the flights you are shown when you do a search.
    In your search results, preferred vendors are marked with a medallion icon and yellow bar.

    What are "out-of-policy" bookings



    Out-of-policy bookings are reservations that fall outside of your company's stated policy. For example: company policy states that travelers can only rent midsize-class cars, but a traveler on a certain trip must transport multiple guests plus special equipment and therefore requests a full-size car or utility vehicle. He would be allowed to do so, but might need to get approval or enter a Reason Code for this request; his Travel Manager might also receive automatic notification.

    Out-of-policy refers to anything outside the named parameters (or search filters) of a company's policy settings.

    In your search results, preferred vendors are marked with red policy flag (), which you can mouse over to see the policy you're violating.

    What are out-of-policy Reason Codes?



    Travel Managers define custom Reason Codes for Air, Hotel and Car for their companies. Users purchasing out-of-policy travel may be required to select a code from their company's list.

    Examples of Reason Codes for hotel exceptions:
    HC This hotel was cheaper than in-policy options
    HM Meeting/convention on-site
    HL Selected this hotel due to location/proximity to destination


    What are Traveler Groups?



    Traveler Groups can be organized along many lines: by department, by rank, etc. For example, travelers might be grouped into Sales, Marketing, IS, Development; or possibly Executives, Engineers and All Other, respectively. As a traveler, these distinctions generally won't affect your planning experience.

    What are Department Codes?


    Department Codes allow Travel Managers to track and report on travel purchases. Find out from you Travel Manager whether or not you have a department code and whether or not you need to enter it when purchasing travel.




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