travelnews: Travel Training Opportunities
BAO news for travel administrators
travelnews at lists.uoregon.edu
Mon Apr 15 16:28:55 PDT 2024
Hello Travelers and Travel Delegates,
We have a couple of upcoming travel training opportunities in April. If you are new to travel or want to brush up on Concur or Travel Policy knowledge, please join us for Three Steps to Concur/Travel Success and/or the Quarterly Travel Policy Class. See class information and registration links below.
"Three Steps to Concur/Travel Success"
Date: Thursday, April 18, 2024 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:
* 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
Quarterly Travel Policy
Date: Thursday, April 25, 2024 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/3331/timeslot/282857
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
Have a great day!
Brooke Millett Montgomery
Travel Program 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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