Friday, June 01, 2012

Travel Policy for an organisation- a model



Objective

To administer and provide guidelines to employees on domestic travel.

1.   Scope and coverage

All employees i.e. probationers and permanent nature and also the trainees across the branches are covered under this policy. 

2.   Applicability

This policy will apply to the existing employees and employees who may join in future.

3.    Eligibility

A. Travel

No

Particulars
Mode of travel
Major cities
Other cities
To Destination
At Destination
L&B
`
M
`
L&B
`
M
`
1
Managers
Air/First AC
Taxi
-
-
-
-
3
HODs
Sleeper class
Auto
-
-
-
-
4
Others
Sleeper class/ Bus
Bus
-
-
-
-
Major cities: Chennai, Mumbai, Delhi, Kolkota, Bangalore.
L&B          : Lodging and boarding
M             : Miscellaneous


(i)  Obtaining Travel Authorization:  Employees who are required to travel must submit a requisition and obtain pre-trip authorization from their manager. Wherever the travel takes place within a distance of 100-150 kms., the employee shall make arrangements on his own and keep the Administration department informed. All outstation travel must be planned well in advance, so as to facilitate to obtain confirmed tickets.

(ii) Officers should issue required trip authorization letter to the employee to be authorized to travel for official purposes including marketing.

(iii)        Accounts department is authorized to issue required travel advance based on the trip authorization letter.
4.   Other conditions.

(i)      Employees nominated for residential training programs /conference/ seminar outside, will be eligible only incidental expenses.
(ii)     The above Boarding and Lodging eligibility includes laundry expenses, newspaper, mineral water, etc.
(iii)    The boarding eligibility applies only when the travel is made for more than 12 hours.  The rates will apply as per the eligibility at the destination centre. Whenever the travel is made less than 12 hours, only the incidental expenses viz. breakfast, lunch or dinner, coffee/tea expenses alone can be depending upon starting and arrival time.
(iv)   Within the city limits, the employee is eligible for petrol expenses @ `. <> per Kilometer.
(v)    For routine travelling within city limits, auto-charge cannot be allowed.
(vi)   Drivers are eligible for a daily bata of `. <> for outstation travelling.

5.   Submission of bills and Accounting

(i)      On return from the tour, employees must submit their TA bills within five days from the date of reaching the station along with approved trip authorization letter, necessary tickets, vouchers, bills, etc. in original to accounts department through concerned department head.

(ii) Official Telephone expenses can be paid in full, provided the vouchers for the same are submitted.

(iii)    Employees may take cash advance on account of outstation travel and submit the bills along with necessary vouchers duly authorized by the concerned Manager/ Functional Head.

(iv)   Bills submitted more than the eligibility will not be allowed.
(v)    If any employee is traveling with his colleague, senior, any expenses incurred jointly should be claimed only by the Senior Employee.

(vi)   The TA bills shall be verified by the accounts department.  Accounts department is authorized to deduct the expenses incurred which are not in line with the policy.
6.   Review and amendment

Management shall review this policy periodically and amendments required, if any, shall be made accordingly.

7.   Residual Power

This policy is basically guidelines and the management reserves the right to withdraw / modify to suit organization’s philosophy at any time without assigning any reason whatsoever.
8.   Effective

The scheme shall come in to force from the date of circular which implement this travel policy.

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