Travel / Concur Training
“Three Steps to Concur/Travel Success”
Date: Thursday, November 21, 2024 10:00 AM-12:30 PM
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: Wednesday, January 15 , 2025 8:30am - 12:30pm
Location: Teams session
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
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, November 6, 2024 ** Time: 11:00 AM to Noon
Airfare Cornucopia! Tips and tricks for managing airfare purchases
Airfare is nearly always the first purchase when planning travel. The airfare purchase signifies the commitment to travel, galvanizes excitement, pledges budget to the trip, and is a relief to check off your list of travel planning items. Please join the Travel Office for the Concur/Travel Roundtable where we will unravel the mysteries of the airfare industry to assist delegates and travelers with making wise airfare purchase decisions and managing unused ticket credit assets. Further, we will provide process tips for completing the Concur Request, working with specific airlines, and navigating itinerary changes. We hope to see you for this virtual meeting!
Discussion Topics:
- Explanation of fare classes and the fare “ladder”
- Tips for booking and purchasing airfare with Southwest Airlines
- Combined business and personal travel: Helpful advice and processes
- Airline awards, miles, points and UO Travel Policy: What you need to know
- Building habits to manage unused airfare ticket credits
- Guidance for managing airfare itinerary changes: Process and documentation
- Travel News-best practices and “good of the order” information
- Q and A
Microsoft Teams Need help?
Meeting ID: 267 721 222 07
Passcode: oTHRuB
Location: Teams session
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, November 6, 2024 ** Time: 11:00 AM to Noon
Discussion Topics:
- Travel News-best practices and “good of the order” information
- Q and A
Microsoft Teams Need help?
Meeting ID: 267 721 222 07
Passcode: oTHRuB
Travel Policy/Concur Overview Monthly Training Video Recording:
Part 2: Expense
Travel Talk - Clery Act
Part 1 - Introduction, Travel Policy Guidelines, Tax Treatment
Part 2 - Persons Eligible for Expense Reimbursement, Travel Expense Payment, Misc. Travel Expense
Part 3 - Lodging, Meals, Transportation, Vehicles (Personal, Rental, Motor Pool)
Part 4 - Concur Overview
Concur Roundtable Materials:
May 2023 - FY23 Year End Travel and Accrual Processes
July 2022 - Concur New UI Presentation (Powerpoint) Concur New UI (Recording)
April 2022 - Fiscal Year End Preparation (Recording)
March 2022 - Top 10 Travel Policy Tips (Powerpoint) Top 10 Travel Policy Tips (Recording)
February 2022 - One Card for Travel (Powerpoint) One Card for Travel (Recording)
January 2022 - Student Travel (Powerpoint) Student Travel (Recording)
September 2021 - Moving Procedures
August 2021 - The world awaits! A discussion on UO International business travel (Powerpoint)
July 2021 - Be fast, be efficient, and save money for your department-Use the Concur Booking Tool! (Powerpoint)
June 2021 - Three Steps to Success in Concur
May 2021 -
Slide Deck: May Travel Round Table
March 2021 -
Slide Deck: Looking Ahead: Proactive Travel Planning During COVID-19
March 2021 - Travel Talk: Concur Mileage Calculator Tool
February 2021, Part 2 - "Vehicle Travel Policies and Tips"
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