travelnews: August Travel Training Opportunities

BAO news for travel administrators travelnews at lists.uoregon.edu
Wed Aug 16 12:17:29 PDT 2023


Hello UO Travel Delegates and Travelers,
Please see the upcoming travel training opportunities.
"Three Steps to Concur/Travel Success"    Thursday, August 17th (Tomorrow!),  2023 10:00 AM-12:30 PM
This monthly workshop provides UO business travelers, delegates, and travel planners with some simple keys to success so users can easily create Concur Requests, Book Travel, and file their Expense reports.

Teams session:  https://uomytrack.pageuppeople.com/learning/3314

Topics include:
*       Brief overview of UO travel website and travel policy: IRS Accountable Plan, Business Purpose, basic UO Travel Policy requirements, how to find UO travel information
*       Tips for Travel Planning
*       Concur:
o       Completing your Concur profile, verifying your email, how to set up the Concur mobile app and your free TripIt Pro account
o       Step 1:  Obtaining pre travel approval in Request
o       Step 2:  Booking Travel:  Booking Tool versus TMC (travel agent assist)
o       Step 3:  Expense Report
*       Resources and Help
_____________________________________________________________________________________________________________________

Travel Policy    Quarterly:   Date: Thursday, August 24, 2023       8:30am - 1:00pm
Location: Teams session
Training for new Travel Delegates or delegates wanting a refresher.  If you are booking and processing travel reimbursements for UO business travel, please attend this important training to learn UO Travel Policy, IRS Accountable Plan guidelines and for an overview of the Concur Travel and Expense system. Required for Concur Processor candidates.

Please register on My Tracks:  https://uomytrack.pageuppeople.com/learning/2109(link is external)<https://uomytrack.pageuppeople.com/learning/2109>
 Areas of focus include:
*         IRS Accountable Plan/UO Travel Policy
*         Best Practices and tips for travel arrangers
*         Federal Grant funded travel
*         Employee, Guest, Student and Volunteer travel expense reimbursement
*         BA and Travel website overview
*         Online travel resources
_____________________________________________________________________________________________________________________

With Kind Regards,

Brooke Millett Montgomery
Travel Manager
University of Oregon Travel Office
(541) 346-3445
bmillett at uoregon.edu<mailto:bmillett at uoregon.edu>

**  If your travel involves human subjects research, please do not disclose any information that is protected under UO Policy and other Regulations http://rcs.uoregon.edu/content/regulations-and-uo-policy.?**<http://rcs.uoregon.edu/content/regulations-and-uo-policy.%E2%80%8B**>

Travel Office/Concur Help Desk: Phone: 6-3100/Email: travel at uoregon.edu

TravelNews Opt In for Travel and Concur tips:   https://lists-prod.uoregon.edu/mailman/listinfo/travelnews



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