Create Travel Request

Step 2 of 5 · Schedule

Traveler & Budget Completed
2
Schedule In progress
3
Cash AdvancePending
4
DocumentsPending
5
Review & SubmitPending
1

Trip Information / Travel Schedule

Capture the trip purpose, departure point, each destination stop, and any accommodation needed before the final destination.

Departure required. Each stop needs 1 program and 1 attachment. Weekend and public holiday items are normally not claimable unless hotel stay is approved as a cheaper alternative.
Trip Overview

High-level travel details

Merged from Step 1
Master Departure Location
Starting Point
Stop 1
Transit / Event Stop
Date Program / Description Claim Treatment
Supporting Documents
Accommodation
Hotel 1
Final Stop
Final Destination
Date Program / Description Claim Treatment
Supporting Documents
Accommodation
Hotel 1

Travel Rules Snapshot

DESTINATIONS

Minimum 1 destination required

PROGRAMS

Each destination must include at least 1 dated program row

WEEKEND / HOLIDAY

Weekend and public holiday items are generally not claimable

ATTACHMENTS

Each destination must include at least 1 support file

HOTEL EXCEPTION

Hotel-only claim can be approved when weekend stay is cheaper than return flight

Admin Note

Use one destination section per city stop. For weekend or public holiday gaps, record whether the employee flies back or stays in hotel because it is cheaper.

Back
Step 2 of 5 · Schedule
Continue