Born from hard-earned advice, these corporate travel policy best practices cover what to use when booking travel and how to create a policy that travellers will actually comply with. When you use smart tech instead of old-school documents, you reduce frustration for everyone involved.This is not a list of what to include in your policy (

you can check out our template for that

). Rather, this article will help you understand some of the important elements you need to have in place in order for your policy to succeed. Otherwise, it’s just a list of rules that no one cares about!Here are the most important travel policy best practices that all businesses should follow, regardless of the budgets or rules that you will choose.

One of the most important things that your travel policy can do is to instruct everyone in your company to book in one place.Why? So that you can consolidate all of your business travel programme and everything associated with it. Here are the key benefits of booking travel in one place:In our following corporate travel policy best practices, we’ll review some of the above benefits. Just know that it’s really hard to follow any of these best practices if your company is still using a dozen websites to book travel. Without platform consolidation, it’s hard to get a handle on travel both before it’s booked (approval) and after (tracking and reporting).

Treat your travel policy as a resource sheet instead of a list of rules. Yes, you might have a list of rules in your policy, but a list of rules isn’t very effective. (We’ll explore how to fix this with best practice #3.)When you treat your policy as a resource sheet, travellers know where to find what they need. The info they seek is right alongside the rules.Here are some pieces of information and resources that travellers might need to pull up easily:Any rules that directly affect the booking process should be in your automated travel policy. You can put them in your travel policy document if you like, but it’s more important that they are included in the automated policies in your business travel booking platform.

50% of travellers admit that they don’t always follow company travel policy

, and 60% say that they don’t even understand the purpose and benefits of having a company travel policy. If including a list of rules in your policy isn’t that helpful, what should you do instead?To follow this best practice, don’t go against human nature. Adding more rules and tightening control over your travellers isn’t going to work. The travel policy document is flawed. It’s just a document, after all.Instead, what you need is for your travel policy to affect the booking process. It should be baked into your business travel platform so that if travellers try to book something out of policy, they’re not allowed to without approval from their manager. The manager gets a notification from the travel app, and can approve or deny the trip. They can complete the booking, or just give their approval so that the traveller can finish the booking.For a deeper dive in setting up automated travel policies, please read our “

How to automate your travel policy

” article.

Automated travel policies are really great. They affect travel around the clock so you don’t have to nag everyone to stop overspending. But, there’s a flaw with these too. If travellers don’t enjoy using the approved business travel platform or if they don’t feel like it has good deals on travel, then they won’t use it.

35% of the time

when travellers book outside of the company-approved tool, it’s because they’re trying to find a better price.That’s why it’s essential to choose a platform that not only offers great inventory and prices, but that has a UX and customer experience that your travellers enjoy. Whenever you make changes to the tech your company books with, do a pilot. Roll it out to 5% or 10% of your travellers to begin with and get their feedback. If travellers don’t love the

business travel management solution

you choose, then you can’t easily control travel spend with automated travel policies. They’ll just book elsewhere.

The final best practice is a win-win.Setting up self-booking is good for…When you set up your travel policies inside your business travel booking platform, self-booking is a no brainer. You just add travellers to your account and you’re off to the races.If self-booking isn’t a fit for your company, we won’t judge. It’s not right for every organisation. However, you can still allow travellers to easily pick the exact layover, itinerary, and accommodation that they want.You can simply have them request approval for every trip, regardless of policy. This allows travellers to save their in-progress trips. Then an admin can finish the booking, using their saved options. Setting up your tool this way still saves administrative time while letting travellers get the trip they want.As you can see, corporate travel policy best practices prioritise what is best for the traveller, not just the company. When you put the business traveller front and center, managing a travel programme gets easier.In our next article, we’ll set you up for success with the policy creation process.