Programs help you manage how employees use Uber for business purposes. You can create programs to control who can use a service, when it can be used, and what policies or limits apply.
Programs are available for services such as employee Travel and Meals, Vouchers, and Courtesy Rides (Central), as well as other Uber for Business products.
Please note that Central, Vouchers, and Health are not currently supported on the updated dashboard. If your organization requires these, please create a new copy organization by selecting the program you want to use (Vouchers/Central/Health). You’ll be guided through the setup process. For any questions or troubleshooting, contact business support via live chat on your Uber for Business dashboard.
Your organization’s billing setup determines how eligible business activity is paid for.
For eligible new organizations that use Employee Travel or Meals, an administrator may choose one of the following during organization onboarding:
This billing choice applies to the organization, not to individual programs.
Once organization billing setup is complete, you can’t independently change a Travel or Meals program between employee-paid and company-paid billing. Please reach out to Uber For Business Support for assistance with this change.
During the onboarding process, you’ll be prompted with a recommended program, you can select the suggested program or choose to take a survey from the top right of the screen to further decide which program or service suits best for your organization.
Once the type of program is selected, you can optionally add rules/restrictions that you want to apply for the program you are creating (such as spending limit, time, and locations allowed).
Note: You can always create or edit programs later, after completing account setup.
To create a program:
For Travel and Meals programs, eligible activity follows the billing setup selected when your organization was created.
If your eligible organization uses Employees pay and expense later, employees pay for eligible Travel and Meals activity using payment methods on their individual Uber accounts.
If your organization uses Your company pays, eligible activity is paid according to your organization’s company billing setup.
Uber for Business Admin can create one or more programs on the business account, however, you can set only one preferred program as a default to the organization that all the new employees added to the org will get applied to (If not manually assigned to a different program). All the rules set to the default program will apply to the new employees that would be added to the business account.
To set an existing program as default, go to the desired program and select Enable the program as default.
If creating a new program, turn on the Auto enroll new people to this program option to make it the default.
When adding a new person, the Admin can manually deselect the default program if needed.
See Editing or deleting a program for more details on managing programs.
Your organization’s billing setup and its program policies serve different purposes.
Billing setup determines who is responsible for paying for eligible activity.
Program policies determine how employees can use a Travel or Meals program, including applicable spending, time, location, and other controls.
Organizations where Employees pay individually can continue to use applicable Travel and Meals policies and controls.
No. Employees pay and expense later and Your company pays are organization-level billing setups.
You can’t configure one Travel program as employee-paid and another Meals program as company-paid within the same organization through this feature.
Some Uber for Business services, including Central, Vouchers, Uber Health and certain guest or coordinator-led services, require centralized company billing. If your organization needs services with different billing requirements, contact Uber for Business Support to understand the account structures available for your needs.
Not independently. A Travel or Meals program follows the billing setup of its organization. There is no program-level setting for changing who pays.
The self-serve billing choice is made while setting up an eligible new organization and can’t be changed through the onboarding feature after billing setup is complete.
Who can create a program?
Both the Primary Admin and the General Admin can create one or more programs on the business account. Note, only the Primary Admin can manage Admin, such as adding, editing, or deleting.
Who can edit/update program restrictions?
Primary Admin, General Admin and Program Manager can update program details or restrictions by finding the program and selecting Edit.
Can there be more than one default program?
There is only one default program at a time.
Can there only be one Program Manager for a program?
Yes, there can only be one Program Manager.
Which program rules will apply if an employee is added to more than one program?
Employees will see the list of programs when requesting a trip if they’re added to more than one program. The restrictions and rules of the selected program will apply to their ride.
What happens if there are no rules or restrictions on a program?
If no rules or restrictions are added, members of that program can use the service based on the organization’s general account setup and the program configuration in place.
**Can a user be added to multiple programs? **
Yes, users can be assigned to more than one program, depending on how your organization wants to manage different use cases.
Will changes to a program impact users who are already assigned to it?
Yes, when a program is updated, the latest settings and restrictions will apply to the users currently assigned to that program.
Can a program be used for a specific team, location, or purpose?
Yes, programs can be set up to support specific business needs, such as employee travel, team meals, health-related transportation, or centrally managed rides.
Can employees choose between programs themselves?
Employees can only choose from the programs they’ve been assigned to by their organization.
What should I do if I’m not sure which program to set up first?
Start with the recommended option during onboarding, or use the survey to identify the best fit for your organization’s needs. You can always create additional programs later.
What happens if a Program Manager is not assigned?
The program can still be created and managed by Admin without a Program Manager. Assigning a Program Manager is optional.
誰可以建立計劃？
主要管理員及一般管理員均可在商務帳戶中建立一個或多個計劃。請注意，只有主要管理員可以管理管理員，例如新增、編輯或刪除。
誰可以編輯/更新計劃限制？
主要管理員、一般管理員和 Program Manager 可以透過尋找該計劃並選擇「編輯」來更新計劃詳情或限制。
是否可以有多於一個預設計劃？
同一時間只能有一個預設計劃。
一個計劃是否只能有一位 Program Manager？
是的，一個項目只能有一位 Program Manager。
如果員工被加至多於一個計劃，會套用哪一個計劃的規則？
如果員工被加至多於一個計劃，他們在預約行程時將會看到計劃列表。系統會將所選計劃的限制和規則套用到他們的行程。
如果計劃沒有任何規則或限制會怎樣？
如果沒有加入任何規則或限制，該計劃的成員即可根據機構的一般帳戶設定以及現有的項目配置來使用服務。
用戶可以被加入多於一個計劃嗎？ 可以，用戶可以被指派到多於一個計劃，視乎機構如何管理不同使用情況而定。
對計劃的更改會影響已經指派到該計劃的用戶嗎？
會的，當計劃更新時，最新的設定和限制將會套用到目前已指派到該計劃的用戶身上。
可將計劃專門用於特定的團隊、地點或用途嗎？
可以，系統可以設定計劃以支援特定的業務需要，例如員工交通、團隊餐飲、健康相關交通接載，或集中管理的行程。
員工可以自行選擇計劃嗎？
員工只能從機構已指派給他們的計劃中進行選擇。
如果不確定應先設定哪一個計劃，我該怎麼做？
可在註冊過程中從建議的選項開始，或使用問卷來找出最切合機構需求的計劃。你日後隨時可以建立其他計劃。
如果未指派 Program Manager 會怎樣？
即使沒有 Program Manager，管理員仍然可以建立和管理計劃。指派 Program Manager 並非強制要求。
是否還有其他問題需要我們協助？
本網站使用第三方 Cookie 來投放相關廣告，並透過記住你的位置提供個人化服務。你可選擇下方的「退出」按鈕來退出接收這些 Cookie。如果你有 Uber 帳戶，可在此處選擇退出「出售」或「分享」資料的功能。