Skip to main content

e-Sign with PandaDoc

Travel Policy Template

Image 1

Created by:

​[Employer.FirstName][Employer.LastName]​

​[Employer.Company]​

Prepared for:

​[Employee.FirstName][Employee.LastName]

​[Employee.Company]​

Use our free travel policy template to designate the arrangements, procedures, and travel policy guidelines when an employee travels on company business. Clearly stipulate the expenses already paid by the company and how the employee who has it can resort to a reimbursement process for the money spent on the trip.

1. Basic Document Identification

1.1 Type of Document

​[Employer.Company] Travel Policy

1.2 Introduction of the Document

This document serves as the main element in determining the conditions and parameters stipulated in a paid trip for an employee when conducting business on behalf of the company [Employer.Company].

In turn, it serves as physical proof that the company is committed to providing safe travel, paying the employee's expenses, and providing for the employee's comfort while conducting business on behalf of the company.

1.3 Purpose of the Document

In light of the above, the purpose of this travel policy is to make clear and unambiguous the authorization and processes necessary for reimbursement of travel expenses. In addition, it also indicates a list of expenses to be paid by the company and the protocols necessary for the expenses to be reimbursed by the company.

1.4 Scope of the Document

This part of the free travel policy template indicates the maximum scope of the document in terms of employee range. It also indicates which situations are considered viable for full payment of a trip by the company.

As to the scope of this document, it can be taken as perfectly applicable for any employee under contract with [Employer.Company], including contractors, paid interns, seasonal, part-time, or full-time employees.

​[Employer.Company]​ considers this document valid as viable for use as long as the travel is out of town, out of state, or out of the country to be considered for full pay purposes. Small trips also count as long as they are (Hours.Number) away from the main office.

2. Procedures Required for Approval

2.1 Authorization From the Company

Indicate the need for approval by a high-ranking employee if it applies in your company in order to be considered for payment of the trip itself. Also, in some cases, we can find the rank of the employee who can approve such trips. Finally, it shows us restrictions found on the approval of the trip, such as too little time or the fact of self-approving the trip.

In order for this document to be considered valid, all necessary travel procedures must be notified to a senior employee at least (Time.Period) prior to travel. In turn, no senior employee will be able to authorize his or her own travel.

2.2 Reimbursements Process

In order to be eligible for reimbursement, employees must submit a report no later than (Number.Days) days after returning from the trip. The report must contain all expenses related to company business as well as personal travel expenses. The Finance Department will be responsible for reviewing the report, each expense, and making any necessary reimbursements.

3. Travel Arrangements and Expenses

3.1 Arrangement Process

Include the minimum amount of time the company must have to make the necessary arrangements before an employee travels. State the responsibilities in terms of reservations and money that must be granted to the employee for travel expenses.

Travel arrangements will be planned for a minimum of (Number.Weeks) week(s) prior to the travel date. The reservation of transportation, lodging, and accommodation will be the responsibility of the finance department, as well as the granting of travel expenses.

3.2 Expenses

Within this clause should be placed all expenses and conditions for such expenses to be reimbursed. Any expenses not found in the document will be paid by the employee.

​[Employer.Company] undertakes to pay for the transportation of the employee in (Travel.Class) by air. A number of (Number.Meals) meals and baggage expenses will also be added to the expenses during the trip. Transportation costs from the airport to the accommodations and vice versa will be paid by the company.

If the employee wishes to travel for personal reasons, he/she will be responsible for his/her own expenses.

In addition, the company is responsible for accommodation within a hotel up to a maximum of (Stars.Hotel) stars and a (Room.Type) room. The reservation must have been made in advance by the finance department, which is responsible for processing payments remotely.

Finally, employees will be reimbursed for (Number.Meals) meals per day, which can have a maximum price of $(MaxPrice.Meal). For the purpose of dinners with clients or business representatives, the meal will be reimbursed in full.

​

Signature
MM / DD / YYYY

​[Employee.FirstName][Employee.LastName]​

​

Signature
MM / DD / YYYY

​[Employer.FirstName][Employer.LastName]​

Useful resources

Featured Templates
Sales Proposals
NDA Agreements
Operating Agreements
Service Agreements
Sales Documents
Marketing Proposals
Rental and Lease Agreements
Quote Templates
Business Proposals
Agreement Templates
Purchase Agreements
Contract Templates

FAQ: Travel Policy Template

  • A travel policy is a business document that clearly indicates the processes, arrangements, and responsibilities when making a business trip on behalf of the company. In it, you can find the services for which the company pays, the conditions for them to be paid, and the payment limits for each of them.

  • Travel policies are an excellent way for employees to learn the procedures necessary for any expenses incurred on a business trip to be reimbursed. In addition, it also indicates the department responsible for such payments and which arrangements must be arranged and paid prior to the employee’s arrival at the destination.

  • Usually, a travel policy template has various information about the travel process. However, the key points to touch upon are:

    • Procedures for approval of corporate travel.

    • Maximum allowable expenses for each service.

    • Limits in case of expensive cities.

    • Allowable activities that may exceed the travel limit.

    • Procedure for requesting reimbursement.

Disclaimer

Materials (e.g. templates, educational articles, blog posts and informational content), made available through PandaDoc, including via any integrations, connectors, extensions, plugins, or third-party AI platforms (e.g. ChatGPT, Claude, or similar tools) are for general information purposes only and are provided "as is." These materials do not constitute legal, regulatory, or compliance advice and should not be construed as such. It is your responsibility to ensure materials meet your specific legal requirements. Consult a qualified attorney licensed in your jurisdiction before relying on these materials. PandaDoc disclaims all warranties, express or implied, including fitness for a particular purpose or non-infringement.

Related templates

Anti Corruption Policy

Anti Corruption Policy

Anti-corruption policies are documents that businesses use to deter and prevent employee corruption. Any business can utilize this template to develop its Anti Corruption Policy by altering and expanding it as necessary.

Attendance Policy

Attendance Policy

An employee attendance policy can assist you in preventing attendance difficulties while effectively handling them when they do occur. Personalize it for your own business using an Attendance Policy Template by PandaDoc.

Bereavement Leave Policy

Bereavement Leave Policy

One of the typical leave benefits that businesses offer to their employees is bereavement leave. Download this free Bereavement Leave Policy Template.

Company Overtime Policy Template

Company Overtime Policy Template

If there are any company-specific phrases connected to overtime policy that your employees need to be aware of, you can further define them in this section of the Company Overtime Policy Template.

available

Travel Policy Template

Used 4,878 times

AI BadgeAI assistant included

Instruct your employees on the procedures, conditions, and limits necessary to carry out travel expense reimbursements with our Travel Policy Template.

Use this template — free
Use this template — free

Care to rate this template?

Your rating will help others.

Rate this template

Thanks for your rate!

Template preview
e-Sign with PandaDoc
PandaDoc
Templates
Close
PandaDoc
Templates
Close