This article explains how to set up a travel approval process where travelers can book trips or make changes to trips without needing any additional approval.

You can choose to have notifications sent to someone when new trips are booked. For information about other types of approval processes, see Set up a travel approval process and Travel approval processes in Perk.

Setting up a no approval process

1. Go to Settings > Travel management > Travel approvals.
2. Click New approval process.
3. Give the approval process a name and select who the process is for.
4. Under Is approval needed when booking?, select No.
5. To set up notifications about their bookings, click Add notification rule.
6. Click select person and type or select who will receive notifications.
7. Click select setting and choose which types of bookings you want notifications sent for. In-policy and out-of-policy rules depend on your travel policies.
   
   
    
8. If you want notifications sent for specific cost objects, hover over select setting, click + restrict by cost object, select the cost object.
9. Click Create approval process.