decorative-icon Travel / Concur Training

Travel Policy and Concur Overview           Location: Teams session

Thursday, October 15, 2020                  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

 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
  • ·           BAO and Travel website overview
  • ·           Online travel resources
  • ·           Concur for Travel Expense orientation


Concur Monthly Roundtable          Location:  Teams session

Wednesday, October 28, 2020                                     11:00am - 12:00pm

Topic:  Planning and Paying for Guest Travel:  UO departments invite many guests to campus to volunteer, to give talks and presentations, to collaborate with faculty, and to provide a myriad of services to the UO. Please join the Travel Office and a panel of campus experts to discuss best practices when inviting a guest to campus. Make planning guest visits a breeze from start to finish!

Presenters: Lisa Taylor of Safety and Risk Services, AP, PCS, and Joy Germack of Business Affairs      

Topics include:

  • Forms and documentation to collect from the guest
  • Considerations for volunteers
  • Vendor set up in Banner and finding existing guest vendor information
  • When to create a contract or services PO
  • How to plan travel-who is going to pay for what, how, and when
  • Tax reporting for service providers     

No registration required.   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

 

Roundtable Recordings:    

August 2020 - “Everything you always wanted to know about driving for UO business"  Passcode: &v+1UsYD 

 

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 Departmental 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