travelnews: May Concur Roundtable Tomorrow! Plus 3 Steps to Concur * Travel Success workshop

Tue May 24 08:42:38 PDT 2022

To UO Concur Delegates and Travel Administrators:

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, May 25 , 2022  **  Time: 11:00 AM to Noon

Topic: Concur Tips Travelers Need To Know Requests, Booking Tool, and Expense Reports, Oh My! Travel has started back up fast and furious and we are busier than ever helping travelers get through their requests, travel planning, and expense reports. While the Travel Office and department delegates are always there to help, the tips we will discuss in the upcoming Concur Roundtable will empower travelers with practical Concur tips to help them navigate Concur and get out the door and onto their business travel smoothly and confidently. Please join the Travel Office for a presentation on the top tips your travelers need to know and a discussion on how we can help each other support UO travelers. Come away with a tip sheet you can share with travelers!

Topics Include:
•       Simple and practical tips for navigating Concur
•       Traveler support-what does this look like in your department?
•       On-line resources for travelers
•       Feeling stuck?-When travelers should ask for help
•       Q & A
________________________________________________________________________________
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OOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOO

“3 Steps to Concur Travel Success”
 Thursday, May 26 – 3:30pm - 5pm    https://uomytrack.pageuppeople.com/learning/3314
This monthly session 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.
Topics include:
•       Brief overview of UO travel website and travel policy: IRS Accountable Plan, Business Purpose, basic 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

Brooke Millett Montgomery
Travel Program Technician
University of Oregon Travel Office
Direct Line (541) 346-3445, Travel Office Main Line (541) 346-3100
travel at uoregon.edu<mailto:travel at uoregon.edu>
https://ba.uoregon.edu/travel/

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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