Corporate Travel Manager Onboarding Checklist

Corporate Travel Manager Onboarding Process

Are you looking for help setting up a staff orientation process so that when your new Corporate Travel Manager 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 Manager, you’re in the right place. We’ve put together a sample Corporate Travel Manager onboarding checklist below and have created onboarding templates & resources to help.

Corporate Travel Manager Onboarding Checklist

1. Introduction to company policies and procedures: The new Corporate Travel Manager should receive a comprehensive overview of the company’s policies and procedures related to travel management. This includes understanding the approval process for travel requests, expense reporting guidelines, and any specific travel-related policies unique to the company. The Human Resources department or a designated representative would typically perform this task.

2. Familiarization with travel management systems: The Corporate Travel Manager should be introduced to the various travel management systems used by the company. This includes the online booking tool, expense management software, and any other platforms or tools utilized for travel planning and reporting. The IT department or a designated representative would typically handle this task.

3. Introduction to key stakeholders: The new Corporate Travel Manager should be introduced to key stakeholders within the company who are involved in travel-related decision-making or have a direct impact on travel management. This includes department heads, finance personnel, executive assistants, and any other individuals who play a role in the travel process. The hiring manager or a designated representative would typically facilitate these introductions.

4. Training on travel policy compliance: The Corporate Travel Manager should receive training on ensuring compliance with the company’s travel policies. This includes understanding the policy guidelines, educating employees on policy adherence, and implementing measures to monitor and enforce compliance. The finance department or a designated representative would typically provide this training.

5. Familiarization with preferred vendors and negotiated rates: The new Corporate Travel Manager should be provided with a list of preferred vendors and negotiated rates for various travel services, such as airlines, hotels, car rentals, and travel agencies. They should be familiarized with the process of booking through these vendors to ensure cost savings and consistency in service. The procurement department or a designated representative would typically handle this task.

6. Review of travel reporting and analytics: The Corporate Travel Manager should be trained on the reporting and analytics tools used to track and analyze travel-related data. This includes understanding how to generate reports on travel expenses, savings, and trends, as well as identifying areas for improvement and cost optimization. The finance department or a designated representative would typically provide this training.

7. Introduction to duty of care and travel risk management: The new Corporate Travel Manager should receive training on duty of care and travel risk management. This includes understanding the company’s duty to ensure the safety and well-being of employees during business travel, as well as implementing measures to mitigate travel-related risks. The risk management department or a designated representative would typically handle this task.

8. Familiarization with travel booking and cancellation processes: The Corporate Travel Manager should be trained on the company’s travel booking and cancellation processes. This includes understanding how to make reservations, modify or cancel bookings, and handle any issues or changes that may arise during the travel planning process. The travel department or a designated representative would typically provide this training.

9. Introduction to travel budgeting and forecasting: The new Corporate Travel Manager should receive training on travel budgeting and forecasting processes. This includes understanding how to create and manage travel budgets, track expenses, and forecast future travel costs based on business needs. The finance department or a designated representative would typically handle this task.

10. Familiarization with travel policy updates and industry trends: The Corporate Travel Manager should be kept up to date with any changes or updates to the company’s travel policies, as well as industry trends and best practices in travel management. This includes attending relevant training sessions, webinars, or conferences to stay informed and ensure continuous improvement in travel management practices. The travel department or a designated representative would typically facilitate this task

Setting Up Your Employee Onboarding Process

From reading through the items in the example Corporate Travel Manager checklist above, you’ll now have an idea of how you can apply best practices to getting your new Corporate Travel Manager 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.