Travel Process: Tips and Tricks

Authorization for business travel must be documented with a Spend Authorization (with an APPROVED status) before travel expenses are purchased with university or personal payment methods and before departure.  The Spend Authorization must include the business purpose, estimated expenses and applicable support documentation.

Expense Reports must be generated to reconcile PCard transactions and/or reimburse eligible travel costs in a timely manner.

Travel Policy

Travel Website

Workday Access for Spend Authorization and Expense Reports


Business travel at OSU is structured based on the Travel Life Cycle model that supports fiscal accountability and ensure a smooth end-to-end travel experience.

Travel flow chart. 1 Plan Business Travel to 2 Request Business Travel Authorization* to 3 Book and Arrange Business Travel** to 4 Expense Business Travel*. Flowchart links to travel webpage

* Workday approvals route based on various parameters (for example, transaction amount, expense item type, worktags, etc.).

** Use contracted agencies to book airfare and rental car. Pay for other travel expenses using PCard or personal funds (for reimbursement) and maintain receipts.