decorative-icon Travel / Concur Training

Travel Policy and Concur Overview, Location: Thompson University Center, Employee Education Lab, Room 305

Thursday, July 16 8:30am - 3:00pm

Bi-monthly 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.

Please register on My Tracks:  https://uomytrack.pageuppeople.com/learning/2109


Concur Monthly Roundtable, Location:  Thompson University Center, BAO Conference Room 201E

 Wednesday, May 27, 2020 11:00am - 12:00pm

No registration required.   Topic: “TBA

Thompson University Center, BAO Conference Room, Room 201E  ** Drop In – no registration 

Remote Access with Microsoft Teams: To view the presentation screen, email Brooke Millett bmillett@uoregon.edu to be added to the session  

Dial-in Number: +1-971-323-0058 * Conference ID: 18002089

The UO Travel Office hosts a monthly Concur Roundtable for Concur travel delegates on the last Wednesday of each month. 

Agenda:  Monthly Topic,  Concur Updates/Announcements, Q&A, networking, sharing best business practices

Future Topics (subject to change):

  • TBA   **   "Candidate Travel and House Hunting" - Presenter: Joy Germack, UO Tax Accountant
  • May 27   **   Panel Discussion: "UO Insurance related to Travel:  International, Health, Vehicle" What to do if you have a traveler with an emergency. Presenters to include UO Transportation Service, UO Risk & Safety
  • June 24   **   "Business Purpose Brain Bowl" Presenter:  UO Travel Office.  Come for fun and prizes and test your business purpose knowledge
  • July 29   **   "Reimbursing Guests for Travel Expenses" -  Presenter: Joy Germack, UO Tax Accountant
  • August 26  ** "Shadow Systems and Reconciliation" - Presenter:  Brooke Millett-Montgomery, UO Travel Office

 

Lunchtime Travel Talk, Location:  Thompson University Center, Employee Education Lab, Room 305

TBA 11:00am - 12:00pm
Registration required.   Agenda:  

Registration on My Track:  https://uomytrack.pageuppeople.com/learning/2699


Three Steps to Concur Success workshops:

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