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[ENG] [Admins] How to Customise Travel Form Instructions and Checklists

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This guide explains how to configure important communication elements for employees who are taking a Workation/Business Trip, including instructions on the trip form and the traveler's checklist.

 

Customizing Instructions on the Trip Form and Check-Lists for Travelers

The "Instructions on the trip form" section allows you to provide essential information that employees will see directly when they are filling out a trip request for Mobile Work Abroad or Business Trip. This ensures they have critical details at their fingertips during the application process.

  1. Log in to your Premote account.

  2. Navigate to "Mobile Work Abroad"/"Business Trip" tab in the left-hand menu.

  3. Click the "Compliance" sub-tab.

  4. Click "General Settings".

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  5. Scroll down to the "Instructions on the trip form" text editor.

  6. Enter or edit the instructions you wish for employees to see on the trip overview page. You can use rich text formatting (bold, italics, links, lists).

  7. Scroll down to the "Check-List for Traveler" text editor.

  8. Enter or edit the checklist items that travelers need to take into consideration regarding their trip.

  9. Click "Save", located at the bottom of the page, to apply your changes.

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This is how the Instructions and Checklist appears to the user when booking a new trip:

  • Instructions

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  • Checklist

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