travelnews: Upcoming Travel/Concur educational opportunities in May

[BAO news for travel administrators]

Travel Policy and Concur Process      **  Monday, May 20 - 8:30am - 3:00pm

Thompson University Center, Employee Education Lab, Room 305.  Please register on My Track:  https://uomytrack.pageuppeople.com/learning/2109

This is our monthly training for new Travel Delegates, delegates wanting a refresher, or delegates in the Processor training queue.  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.



Areas of focus will include:

*         IRS Accountable Plan

*         UO Travel Policy

*         Persons eligible for travel expense reimbursement

*         BAO and Travel website overview

*         Online travel resources

*         Concur for Travel Expense orientation

* Course is required for Concur Processor permissions
Monthly Concur Travel and Expense Roundtable   **  Come meet your Concur Peer Group  **  Wednesday, May 29  **  11am - noon

Thompson University Center, BAO Conference Room, Room 201E  ** Drop In - no registration

The UO Travel Office will host a monthly Concur Roundtable for Concur travel delegates on the last Wednesday of each month.

May topic: "Student Travel" Guest speakers Shawn Rubino - Club Sports, Dave Phinney - ASUO, and Jim Klenke -School of Music/Dance - They will be sharing tips and ideas about their student travel process.  Please come with questions, get some ideas and to share your own organizational tips.

Agenda:  Monthly Topic,  Concur Updates/Announcements, Q&A, networking, sharing best business practices.  Concur Processors:   Reminder - you are required to attend four Concur Roundtable sessions per year as part of your Processor agreement.

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Concur "On the Road" Support Sessions  Schedule the Concur team to come to your department, at your convenience, for a Concur support session.   We are holding one hour sessions for department support staff, Concur delegates and/or One-on-Ones.  What type of support do you need?  How can we help?  Some suggested topics:


*       ABC overview of Concur: Basic steps, deciding whether to use booking tool or TMC, workflow from Request/Travel/Expense

*        Concur booking tool:  Air - how to launch the booking tool from Request, search filters, how to add cars/hotels, Trip Library

*        Expense reimbursement: Travel allowance (per diems), Mileage Calculator, allocating funds, hotel itemization, print report

*        Guest/Student travel: Book and complete a reimbursement using your profile as host.

*        Mobile tools:  Life savers for your road warriors - Concur Mobile App and Tripit Pro: Itinerary and schedule organizers, receipt capture for smart phone users.

*        Reporting tools:  Analyze your department's travel spend, review trends, compliance issues

*        Concur Q&A:  Your questions answered, review of your current projects

*       Workflow analysis:  Streamlining your departmental approval, analyzing if you have too many touch points, is your process meeting your needs?

Please call 6-3100 to schedule your session(s).

[cid:D409AF7E-A065-4B03-9E7F-72A60DB7E5EF]
Laurie Jacoby
Travel Manager
Business Affairs Office
University of Oregon
lajacoby at uoregon.edu<mailto:lajacoby at uoregon.edu>
541-346-3158
**  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

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

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



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