travelnews: July: Three Steps to Concur * Travel Success workshop PLUS Quarterly UO Travel Policy Session

[BAO news for travel administrators]

Three Steps to Concur Travel Success
Friday, July 15  *  10am – 12:30pm    Register:  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:
     *   Completing your Concur profile, verifying your email, how to set up the Concur mobile app and your free TripIt Pro account
     *   Step 1:  Obtaining pre travel approval in Request
     *   Step 2:  Booking Travel:  Booking Tool versus TMC (travel agent assist)
     *   Step 3:  Expense Report
  *   Resources and Help

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UO Travel Policy

Thursday, July 21 *  8:30am – 12:30pm  Register: https://uomytrack.pageuppeople.com/learning/3331

This quarterly training is for Travel Delegates, Travel Arrangers, Approvers, or Travelers requiring a deeper dive into IRS and UO Business Travel guidelines.

 Areas of focus include:

·           IRS Accountable Plan guidelines

·           UO Travel Policy

·           Persons eligible for travel expense reimbursement and tools for decision making

·           Travel payment options

·           Travel website overview and resources

·           Tips for travel planning

·           Class required to become a Concur Processor

[cid:image001.png at 01D81BFD.A20D8320]
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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