Saturday, April 19, 2025
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A “Earlier than You Go” Guidelines for Enterprise Journey


Sponsored by SAP Concur

Prior to now 12 months, greater than 30 million flights have been booked in Concur Journey. Though each group has its street warriors, many workers e-book, go on, and expense only a handful of journeys every year. As well as, as youthful generations enter the workforce and start to rise by means of the ranks, a bit extra preparation might initially be required earlier than a enterprise journey, in comparison with enterprise journey veterans within the office.

At SAP Concur, we attempt to make getting on the street simpler and extra partaking for our prospects. This contains creating assets, like templates and lists, that our prospects can customise and repurpose for his or her workers to make use of. To assist most enterprise vacationers, who’ve various ranges of expertise and familiarity with touring for work, we’ve created a go-to guidelines that journey managers and HR companions can share with workers for reference.

Preparation

  • Get acquainted with your organization’s enterprise journey insurance policies. 
    • Tip: If repurposing this guidelines as an organization useful resource, take into account hyperlinking to what you are promoting journey insurance policies for comfort! Want journey coverage steerage? Our newest template might be discovered right here.
  • Learn to use your organization’s reserving instruments, like Concur Journey.
    • Tip: Make it simple to your workers to search out coaching supplies. We provide coaching assets for present prospects at www.concursolutions.com
  • Verify journey dates, vacation spot, and finances.
  • Guarantee your types of identification are updated.
  • Analysis the security of your vacation spot to information transportation and lodge choices.
  • Analysis the necessities of your vacation spot, equivalent to visas for worldwide journey, and related timelines, then plan accordingly.
  • Develop an in depth schedule for the journey, with cushion inbuilt to make sure you arrive in every single place a bit early, and modify as wanted all through the reserving course of. 

Reserving

  • Develop a proposed itinerary for transportation and lodging.
  • Coordinate with colleagues who will likely be touring with you.
  • Submit your itinerary for assessment, as required.
  • As soon as accepted, reconfirm plans together with your touring colleagues.
  • Guide your journey plans based mostly on the authorised itinerary by means of your organization’s most popular reserving instruments, equivalent to Concur Journey, or instantly together with your group’s most popular journey suppliers through TripLink.
  • Share your journey plans with colleagues through TripIt Professional (included with TripLink) — each those that are touring with you in addition to those that aren’t however may very well be impacted by your availability.

Planning and Packing

  • Familiarize your self with native emergency numbers, close by medical amenities, and any issues related together with your medical and dental protection.
  • Guarantee you already know who to achieve and how you can get ahold of them ought to a problem come up, whether or not journey disruptions or a well being and security challenge.
  • Analysis native tradition and customs, if totally different from your personal.
  • Determine meals choices that align together with your dietary issues, journey schedule, and finances, making reservations as wanted.
  • Decide a dependable methodology of transportation for attending to and from airports.
  • Examine the climate and plan accordingly.
  • Make a packing checklist to make sure that nothing essential will get left behind, together with essential tech, chargers, storage gadgets, medicines, and shows or paperwork for conferences.
  • Be sure to have entry to every little thing it’s essential be snug and productive throughout the journey, equivalent to snug clothes, compression socks, strolling sneakers, a seatbelt extender, medicine, WiFi or hotspot, a laptop computer and charger, a cellphone charger, your to-do checklist, a water bottle, snacks, and so on.
  • Journey with carry-on baggage, if doable, to keep away from threat of checked baggage points at your vacation spot. Familiarize your self with any baggage measurement and weight limits.
  • Organize help out of your airline as wanted, if touring in a wheelchair or with different particular wants. Label your wheelchair and different mobility aids together with your title and get in touch with data and take images.
  • If touring with a service animal, analysis the documentation necessities of your airline.
  • Save all important addresses, together with resorts and the areas of any conferences or occasions, and affirmation particulars in your cellphone, and write them down as backup. Maintain monitor of journey plans in your cellphone with an app like TripIt.
  • Develop a private system for monitoring bills that aligns with firm coverage. Think about using expertise just like the ExpenseIt characteristic throughout the SAP Concur cellular app

Whereas a bit prolonged, our hope is that this “earlier than you go” guidelines will make the enterprise journey expertise simpler for individuals who use it. 

For extra assets to assist with journey program administration, try our Useful resource Middle.


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