travelnews: Travel Training: Monthly Roundable ** Travel Policy/Concur Overview class

[BAO news for travel administrators]

 For Concur Delegates (NEW and Returning!) and Travel Planners:
Travel Policy and Concur Overview
Thursday, January 13  8:30 AM-3:00 PM
Please register via My Track https://uomytrack.pageuppeople.com/learning/2109<https://urldefense.com/v3/__https:/uomytrack.pageuppeople.com/learning/2109__;!!C5qS4YX3!QRmdter91AECWRKUXn5GH-9UyxYbUIifQnhA_gzEuKlTyhuzevlsCJQbrwnFPgyblRE$>

This course is designed for those processing UO business travel reimbursements.  This course offers an overview of UO Travel Policy, IRS travel guidelines,  plus an orientation to the Concur Travel and Expense Tool.  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
  *   Travel Account codes
  *   Concur for Travel Expense orientation
  *   Course is required for travel administrator certification

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Monthly Concur Roundtable

The UO Travel Office hosts a monthly Concur Roundtable for Concur travel delegates and travelers on the last Wednesday of each month. It’s an opportunity to meet your peers and share best practices, stay informed about changes and updates, and provide feedback related to Concur and UO travel.

Date: Wednesday, January 26th, 2021  **  Time: 11:00 AM to Noon

Topic:  UO Student Travel - When UO students have the opportunity to travel in association with their various roles on campus a lot of questions come up. Is it business travel or student participant support? Is the student traveling for an employee position they hold on campus? Does the student have a profile in Concur? The student doesn’t have a credit card, how will they pay for their expenses? The list of questions doesn’t stop there, but asking the questions is the right place to start! Please join the Travel Office for a discussion to help you navigate the nuances of student travel.

Topics include:

  *   Student Travel Questionnaire to smoothly plan student travel from reservation to reimbursement
  *   Characteristics of business travel versus UO student participant support
  *   Processing student travel in Concur
  *   Tips and tricks to getting students to work with their department travel delegates
  *   Q&A
Microsoft Teams meeting
Join on your computer or mobile app
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Or call in (audio only)
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Phone Conference ID: 739 618 93#
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[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  ** Travel Office/Concur Help Desk:   Phone:  6-3100 ** Email:travel at uoregon.edu<mailto:travel at uoregon.edu>

Concur Users: TripIt Pro is available FREE for all UO employees. Log into concur.uoregon.edu and go to App Center, TripIt and Connect.  Forward all reservations confirmations and itineraries to plans at tripit.com<mailto:plans at tripit.com> to experience stress free business and personal travel.

**  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



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