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Pre-trip approval (PTA)
Emails | |||||||||||||||||||||
Traveler | Emails a Traveler can expect to receive, based on actions taken
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Manager/Static Approver | Emails a Manager/Static Approver can expect to receive, based on actions taken
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Hold Trip
Task | Process and Helpful Hint | ||||||||||||
Traveler | Emails a traveler can expect to receive if they place a trip on hold
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Delegate Booked trip
Task | Process and Helpful Hint | ||||||||
Traveler | Traveler will receive the below email regardless if they book the trip or their Delegate books the trip
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Delegate | Delegates will only receive these emails if they book the reservation for their traveler. If the traveler books the reservation themself, you will not receive the email notification. Note: Delegate will see the trip if they log into Deem
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Delegate Access to Profile
Task | Process and Helpful Hint | ||||||||
Traveler | Traveler can anticipate to receive if someone becomes a delegate or is removed as a delegate from their account
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Delegate | Delegate can anticipate to receive if they become a delegate or is removed as a delegate from another individual’s account
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Open Enrollment
Task | Process and Helpful Hint | ||||
Traveler | Email generated to individuals will receive once they initiate Open Enrollment online. They will need to click on the link within the confirmation email to complete the registration process.
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New User/Password reset
Task | Process and Helpful Hint | ||||
Traveler | Email generated to individuals when a new user or password reset email requested
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