Templates
Templates for running business travel
Ten forms for running business travel, from the checklist and the request to the report afterward. The request form, approval matrix, profile checklist and trip report use the portal's own field names, the event budget uses its Groups and events form, and the risk assessment records restricted destinations as the travel policy does, so what you collect can go straight in. The checklist, itinerary and emergency contact sheet are for each trip and traveler. Print them or download them as CSV. No email needed.
The templates
Ten forms, printable or as CSV
Template
Business travel checklist
Before booking, before departure, at the destination and after the trip, with an owner for each step.
Template
Traveler profile checklist
Names as on passports, loyalty numbers and preferences, then entity, approver and policy group.
Template
Travel risk assessment form
Hazards, risks, controls, the decision and review, with your policy's restricted destination rule.
Template
Business trip itinerary
Contacts, every segment in local time with its confirmation number, and each destination's details.
Template
Travel emergency contact sheet
Each traveler's emergency contacts, optional medical notes, insurance numbers and who may see it.
Template
Offsite or event budget
Venue, rooms, air, ground, food, activities and contingency, budget against actual.
Template
Trip report
Purpose and outcomes, actual against approved cost, expenses, and issues to raise.
Looking for a travel policy template? Use the travel policy builder, which writes a policy from your own rules and lets you edit and download it.
Need an expense report for employees to claim travel costs? Use the business travel expense report, with per diem, mileage and sign-offs.
Planning an offsite? The group trip planning guide has a checklist to download, from the first hotel proposal to the final bill.
The CSV files open in any spreadsheet. A cell that starts with =, +, - or @ gets a leading apostrophe, so a spreadsheet won't run it as a formula.
Want to see the portal behind them?
Bring your own request, approval rules and traveler list to a demo.
Already a client? Get travel support.