Travel / Concur Training

“Three Steps to Concur/Travel Success”

Upcoming Dates and Times:

Thursday, August 21st, 9:30 AM-12:00 PM

Thursday, September 18th, 9:30 AM-12:00 PM

Thursday, October 16th, 9:30 AM-12:00 PM

Thursday, November 20th, 9:30 AM-12:00 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.

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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: TBD      8:30am - 12:30pm

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.

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 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


Concur Monthly Roundtable  

The UO Travel Office hosts a monthly Concur Roundtable for Concur travel delegates and travelers on the first 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, August 6th, 2025    Time: 11:00 AM to Noon

Before we know it students will be back on campus for Fall Term and a busy academic year will have begun anew! Now is a great time to think about systems, communication, and training you can implement in your department to guide travelers and help them prepare for a smooth travel and expense report experience. Please join the Travel Office for a discussion on and sampling of templates and lists you can use to ensure every detail is accounted for.

Topics Include:

  • Business Activity Logs-Why they are important and a simple template to get travelers on their way
  • Group Travel Planning-What are the questions you need to ask to effectively manage a group trip?
  • Onboarding and Offboarding check lists-The foundation for efficiency
  • Report creation check list-A guide to creating a complete and well documented expense report that will fly through approvals
  • Travel Agency Communication Template-A guide to communication and making sure the traveler, delegate, and Travel Agent have “boarded the same plane”
  • An Invitation to Problem Solve-Communicating with Travelers to foster a collaborative process
  • Q&A

 

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Travel Policy/Concur Overview Monthly Training Video Recording

 

Concur Roundtable Materials

Department Workshops:  "Three Steps to Concur Success"

The UO Travel Office offers a one hour workshop for your staff on "The Three Steps to Concur Success".   This session will provide UO business travelers or their support staff with some simple keys to success so users can easily create their Concur Request, Book Travel and file their Expense report.   Consider this useful workshop for a staff meeting or an Office Hours session.  Let us help you feel more comfortable in the system.   We can also provide custom sessions for your specific needs.  Here are training/discussion topic for ideas: 

  • UO Managed Travel Program:  How to book UO business travel - TMC (UO travel agency) or Concur booking tool, UO Lodge Cards, One Card corporate travel card
  • Concur booking tool:  How to use search filters, booking hotel and cars, how to find your current and past travel itineraries
  • Concur Request/Duty of Care: the purpose and features of Request
  • Expense/Reimbursement:  Check out the features: Travel Allowance /per diem tables, Mileage Calculator, allocating funds, hotel itemization, print/summary report
  • Guest/ Student travel: Acting as a host to book guest travel with Concur.
  • Mobile tools:  Life savers for your road warriors - Concur Mobile App and Tripit Pro: Itinerary and schedule organizers, ExpenseIt enhancement - receipt capture for smart phone users.
  • Reporting tools:  Analyze your travel spend, review trends, compliance issues
  • Concur Q&A:  Your questions answered, review of your current projects
  • Workflow analysis:  Streamlining your approval, analyzing if you have too many touch points, is your process meeting your departmental needs
  • Concur Resources:  Where do I get help?  Tour of UO Travel office website for: ** Concur Step-by-Step manuals, FAQ, tips; ** UO Concur/Travel email and phone numbers; ** UO Travel Agency after hours emergency help