Traveling on university business can be easy if you follow the state and university policy, procedures and guidelines. Use the process below to stay on track.
- Step 1 — Request Travel Authorization BEFORE you make plans
- Step 2 — Know the Policies to avoid delays
- Step 3 — Get a Travel Card to simplify the paperwork
Step 4 — Book Travel with our partners to save time and money
Access preferred travel partners through Cal Poly’s preferred Travel Management Company. Charge air, car, hotel and rail expense directly to your department or funding source to eliminate paperwork and hassles by using the “direct bill” option.
Step 5 — Travel safely
Be sure to carry checklist with you as it includes important information you may need while traveling.
Enjoy Your Trip!
- Step 6 — Create Expense Report quickly to avoid delays
Step 7 — Get Reimbursed quickly if you follow the rules
Once you have completed and submitted your travel claim through the proper method , Payment Services will issue payment within 10 business days.Learn moreEnroll in Non-Payroll Direct Deposit
Staff and Faculty will only be reimburesed via direct deposit, checks will be sent out to all other travelers.