Traveler
Full legal name, employee ID, department, and contact information to identify the traveler and for duty-of-care notifications.
A formal Employee Flight Request Form creates a consistent approval trail, clarifies cost responsibility, and documents policy compliance. It reduces booking errors, supports timely reimbursements, and provides a searchable record for audits and duty-of-care notifications.
Employees, managers, travel coordinators, and finance staff interact with the Employee Flight Request Form at different stages of the process.
Each role is accountable for accuracy: employees provide correct details, managers authorize travel, and travel/finance teams enforce policy and recordkeeping.
Full legal name, employee ID, department, and contact information to identify the traveler and for duty-of-care notifications.
Departure and return dates with times. Clear dates prevent booking conflicts and determine per diem or leave interactions.
Proposed flights including carriers, flight numbers, and preferred times. Include alternatives for faster approval and booking flexibility.
Concise reason for travel tied to project or client code. This links travel to budget lines and audit justification.
Estimated airfare, class of service, fare class policy, and cost-center or GL account for accurate chargeback and reimbursement.
Manager and finance/travel approver signature fields, dates, and an audit trail showing who authorized the request and when.
| Field | Configuration |
|---|---|
| Approval Workflow | Multi-step routing: manager → finance → travel operations |
| Authentication | Single sign-on or email verification for submitter and approvers |
| Notifications | Email and calendar invites on approval or change |
| Auto-booking | Optional: trigger booking after final approval |
Ensure the platform you use supports required file formats, authentication, and integration with travel or expense systems.
Confirm that chosen integrations and authentication meet corporate security policies and preserve an audit trail for approvals and expense reconciliation.
Submit at least 14 days before travel
Allow 3 business days for approval
Book within 7 days after final approval
Expenses processed within 30 days after claim
Annual policy updates and retraining
A salesperson needs to attend three client meetings in one city
A clinician requests travel to a medical conference
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Available (plan dependent) | Available (plan dependent) | Available | Available | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA) | Varies by plan | Varies by plan | Varies by plan | Varies by plan |