Corporate Travel Expert Onboarding Checklist

Corporate Travel Expert Onboarding Process

Are you looking for help setting up a staff orientation process so that when your new Corporate Travel Expert starts their role, they can learn about their responsibilities and your company as quickly as possible? Whether you’re keen to use buddy onboarding, want to automate your Travel onboarding experience or just need an onboarding checklist for your new Corporate Travel Expert, you’re in the right place. We’ve put together a sample Corporate Travel Expert onboarding checklist below and have created onboarding templates & resources to help.

Corporate Travel Expert Onboarding Checklist

1. Introduction to company policies and procedures: The new Corporate Travel Expert should be provided with a comprehensive overview of the company’s policies and procedures related to travel management. This includes understanding the approval process, booking guidelines, expense reporting, and any other relevant policies. The Human Resources department or a designated trainer typically performs this task.

2. Familiarization with travel management systems: As a Corporate Travel Expert, it is crucial to become proficient in the travel management systems used by the company. This task involves providing access to the relevant software platforms, conducting training sessions, and ensuring the new hire understands how to navigate and utilize these systems effectively. The IT department or a designated trainer typically performs this task.

3. Understanding corporate travel policies: Each company may have specific travel policies that the Corporate Travel Expert must adhere to. This task involves providing the new hire with a detailed explanation of these policies, including guidelines on preferred airlines, hotels, car rental companies, and any other relevant information. The Travel Manager or a designated trainer typically performs this task.

4. Learning about preferred vendors and negotiated rates: Corporate Travel Experts need to be familiar with the company’s preferred vendors and any negotiated rates or discounts. This task involves providing the new hire with a list of preferred vendors, explaining the benefits of using these vendors, and ensuring they understand how to access negotiated rates. The Travel Manager or a designated trainer typically performs this task.

5. Understanding the company’s travel approval process: The new Corporate Travel Expert should be educated on the company’s travel approval process. This includes understanding who has the authority to approve travel requests, the required documentation, and any specific procedures that need to be followed. The Travel Manager or a designated trainer typically performs this task.

6. Familiarization with expense reporting procedures: Corporate Travel Experts are often responsible for managing travel expenses and ensuring accurate reporting. This task involves providing the new hire with an overview of the company’s expense reporting procedures, including the required forms, deadlines, and any specific guidelines to follow. The Finance department or a designated trainer typically performs this task.

7. Introduction to travel safety and security protocols: As part of their role, Corporate Travel Experts need to be aware of travel safety and security protocols. This task involves providing the new hire with information on emergency procedures, travel insurance, health and safety guidelines, and any other relevant information to ensure the well-being of employees during travel. The Travel Manager or a designated trainer typically performs this task.

8. Training on customer service and communication skills: Excellent customer service and communication skills are essential for Corporate Travel Experts. This task involves providing training on effective communication techniques, conflict resolution, and customer service best practices. The Human Resources department or a designated trainer typically performs this task.

9. Shadowing experienced Corporate Travel Experts: To gain practical knowledge and experience, the new hire should have the opportunity to shadow experienced Corporate Travel Experts. This task involves pairing the new hire with a seasoned professional who can provide guidance, answer questions, and demonstrate best practices in managing corporate travel. The Travel Manager or a designated mentor typically performs this task.

10. Ongoing professional development opportunities: To stay up-to-date with industry trends and enhance their skills, Corporate Travel Experts should be provided with ongoing professional development opportunities. This task involves identifying relevant training programs, conferences, webinars, and certifications that can help the new hire further develop their expertise in the travel industry. The Human Resources department or the Travel Manager typically performs this task

Setting Up Your Employee Onboarding Process

From reading through the items in the example Corporate Travel Expert checklist above, you’ll now have an idea of how you can apply best practices to getting your new Corporate Travel Expert up to speed and working well in your Travel team. Scroll up to see the link to our onboarding templates & resources or get in touch to discuss getting help setting up your systems and processes in this area.