How do I create/clone a new travel policy? (Step 1)

Travel policies set by AmTrav Travel Administrators allow bookers and travelers to find itineraries that work for them and the company, step 1 is to create the travel policy, right here.

What is a travel policy?

Travel policies are the rules for specific groups of travelers that you put into place to keep your travelers safe and help them find itinerary options that work them and make financial sense for your company. For example you might apply one travel policy asking employees book more than two weeks from departure to save money on airfare, but have a separate policy for interview candidates who often book on short notice. Or you might have one policy for employees that requires trip approval so that budget owners can watch their spending, but another for executives that doesn’t require approval because they manage their own budgets.

There are several steps to setting travel policy: first, create the policy (covered here), then configure the policy, assign travelers and credit cards to the policy, and set your air, hotel and car rental policies.

Note: There is no limit to how many travel policies you can have in your account, you can have one policy for everyone, policies for each different department or job level, or no policy at all. For personalized travel policy advice reach out to your Relationship Manager -- they’re ready to help!

How do I create/add a travel policy to my account?

Step 1: Click Travel Policy on the AmTrav platform. 

Step 2: You can find all of your existing policies here on the Travel Policy page (and you can easily make adjustments to them by clicking on them). To create a new policy, click + Add Policy.

To clone a policy (create a new policy from an existing policy), click the vertical ... on the right side of an existing policy, click Clone Policy:

Step 3: Whether you're creating or cloning, type the name of the new travel policy and click Create Policy:

Step 4: Now that you've created a policy you're ready to configure your policy, including setting approval and notification settings, assigning travelers to policies, assign cards to policies, set flight, hotel and car rental policies.

Note: Need to delete a policy? Or need to set a default policy (recommended, to catch any travelers who aren't assigned a policy)? Click the vertical ... and click Delete Policy or Set as Default Policy: