Setting rules for a program

Activating a program will allow employees to charge rides or meals to the company account or allow coordinators to access a dashboard.

You can create rules for employee travel, employee meal and Central programs. You can’t set rules for Uber Health and can only set rules at the campaign level for Vouchers.

You can create rules for:

Expense codes: Determine whether employees are required to enter an expense code before requesting a ride or ordering a meal.

Spending allowances: Apply a spending limit for each employee per meal, day, or month for meal programs and per trip, day, or month for travel programs. When this rule is enabled, the employee must select a second (personal) payment method, regardless of whether they’ve reached the spending limit. Tips are covered by spending allowances unless the limit is exceeded or tips are disabled by the Uber Program Administrator. *This feature may not be available for all organizations. *

Locations: Determine where employees can take rides or get meals delivered. The restrictions will apply within a radius of 400 meters (0.25 miles) from the address(es) you enter.

Times: Customize what day(s) and time(s) employees can take rides or order meals. You can set multiple time ranges, but make sure they don’t conflict with each other.

Vehicle (employee travel programs and Central only): Set which vehicle categories employees can request in the Uber app when traveling on a particular travel program.

Trip allowance (employee travel programs only): Offer riders a set number of trips per day or per month.

To set rules for a program:

1. Sign in to business.uber.com.
2. Select “Programs” on the left.
3. Select the program you need to create rules for or “Create program” to create a new one.
4. Beneath “Rules”, select the rule you want to establish.
5. When you’re done adding all rules for that program, click “Save”.

What do business riders see when I add travel programs and rules?

When someone takes a trip using one of your organization’s travel or meal programs, Uber automatically checks to see if there are any rules that need to be considered, such as location, time, spend limit or vehicle type.

If an employee’s trip or meal request:

Follows the rules, your employee sees nothing out of the ordinary—they can request the ride or meal as normal.

Conflicts with rules, they receive a message saying the ride is out of policy, and are prompted to request a ride using their personal account instead.

Exceeds the spending allowance, the remaining amount will be charged to the employee’s personal payment method.