Creating Policies

This guide walks you through creating a new travel policy in the dashboard.

Before You Start

Consider:

• Who will this policy apply to? (All employees, specific roles, individuals)
• What are your budget limits for flights and hotels?
• Should employees book directly or submit requests?
• What should happen when bookings are out of policy?

Step 1: Open the Policy Form

1. Go to Policies in the dashboard
2. Click Create Policy button
3. The policy form drawer opens

Step 2: Basic Information

Company

If you manage multiple companies, select which company this policy belongs to.

Policy Name

Enter a descriptive name:

• ✅ "Standard Employee Travel Policy"
• ✅ "Executive Travel Policy"
• ✅ "Contractor Limited Travel"
• ❌ "Policy 1" (not descriptive)

Description

Optional but recommended. Explain:

• Who this policy is for
• Key restrictions or allowances
• When it should be used

Step 3: Booking Mode

Choose how users can book travel:

Step 4: Default Action

Choose what happens when a booking violates policy rules:

Step 5: Default Policy Setting

Toggle Set as Default Policy if this should be the fallback for users without specific assignments.

Step 6: Active Status

• Active: Policy can be assigned and will be enforced
• Inactive: Policy exists but won't be used

Leave as Active unless you're drafting a policy for later.

Step 7: Save the Policy

Click Create Policy to save.

You'll be redirected to the policy detail page where you can:

• Add flight rules
• Add hotel rules
• Manage assignments

Next Steps

After creating the policy:

1. Add flight rules to set flight restrictions
2. Add hotel rules to set hotel restrictions
3. Assign the policy to roles or users

Common Patterns

Standard Employee Policy

Name: Standard Travel Policy
Mode: Hybrid
Default Action: Require Approval
Is Default: Yes

Flight Rules:
- All domestic: Economy, $400
- All international: Economy/Premium, $800

Hotel Rules:
- All hotels: 3-4 stars, $150/night

Executive Policy

Name: Executive Travel Policy
Mode: Direct Booking
Default Action: Warn and Allow
Is Default: No

Flight Rules:
- All flights: Economy/Premium/Business, $2,000
  Duration tiers: 8+ hours → Business allowed

Hotel Rules:
- All hotels: 4-5 stars, $300/night

Strict Budget Policy

Name: Contractor Travel Policy
Mode: Request Only
Default Action: Block
Is Default: No

Flight Rules:
- All flights: Economy only, $300
- First Class: BLOCK (override)

Hotel Rules:
- All hotels: 3 stars only, $100/night