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Finance 5 Travel Policy Adopted by the Board of Trustees on 13 August 2009 The Policy was reviewed, approved and adopted by the Board at its meeting held on 13 August 2009 and became effective from
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To fill out a travel policy adopted by a company:
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Start by including the relevant details: company name, policy number, effective date, and any other required identifiers.
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Clearly state the purpose and scope of the travel policy. This can include information on eligible expenses, travel booking procedures, and employee responsibilities.
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Specify the criteria for requesting and approving travel. This might include cost thresholds, advance notice requirements, and any necessary documentation.
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Outline the guidelines for travel bookings, including preferred suppliers, online booking tools, and travel agency contacts.
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Specify the allowable expenses and reimbursement procedures. This should include details on meal allowances, transportation expenses, accommodation costs, and any other relevant expenses.
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Include information on travel insurance and any necessary documentation or procedures related to insurance coverage.
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Address travel safety and security measures. This can include guidelines on destination risk assessments, travel warnings, emergency contacts, and duty of care obligations.
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Communicate the reporting and expense reimbursement process. This should include submission deadlines, required receipts or supporting documents, and the reimbursement timeline.
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Provide contact information for any inquiries or clarifications related to the travel policy.
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Have the policy reviewed and approved by the appropriate authorities within the company.
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Distribute the policy to all relevant employees and ensure they acknowledge their understanding and acceptance of the policy.
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Regularly review and update the travel policy to align with changing business needs or regulatory requirements.

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- Legal or compliance teams ensuring adherence to applicable laws and regulations
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