* Learn More About Using Concur for UT Travel *

The University’s travel platform, Concur, provides users a modern, streamlined experience to managing all aspects of travel from requests to submitting expense reports. The learning opportunities outlined below are supported by printable or viewable materials. NOTE: Concur provided materials, primarily available in K@TE curricula, are provided as technical reference. Please see UT facilitated recordings or Travel FAQ material for UT-specific features and processes. While the Concur platform includes compliance checkpoints, it is recommended to have a working knowledge of the University of Tennessee FI0705 – Travel policy.

Orientation and Travel Card Overview
Open to any individual interested in learning about the UT Travel program, including the UT travel card. This session for an overview of the University’s Concur Request and Expense modules, as well as, discuss the travel card program, related policy, debunk and provide a demonstration of the streamlined integration with Concur.
1 hour | Recording 

Open Q&A
Have additional questions from a previous training session? Do you need assistance with a specific travel scenario? Would you like to just absorb more knowledge from the conversation? If so, this session is for you!
1 hour | Every Wednesday at 2 pm est, | Register in K@TE

Essentials for Travel Entry (delegates and travelers)
Focused on individuals tasked with managing their own travel or travel on behalf of faculty, staff, students, and guests, this prepared curriculum blends Concur provided materials with facilitated training and UT-specific knowledge base material.
3 hours | K@TE curriculum  

Request Focused
Introduces the Concur travel platform and focuses on Request module functionality. This session covers profile settings for travelers, assuming the delegate role, cash advances, approval flow, and reviews the travel/procurement card request.
1.5 hours | Recording

Event Request for Student and Group Travel
Explores the Concur Event Request functionality that streamlines the process for generating 'same trip' requests. Prerequisites: Concur Essentials for Travel Entry Professionals, Request Focused.
1 hour | Recording

Travel (booking) Focused
Intended for anyone interested in using the Concur Travel (booking) service provided by World Travel. In this session, attendees will realize the benefits of using Travel, review the basics of making travel arrangements (airfare, car rental, lodging), learn best practices and how to troubleshoot common problems.
1 hour | recording

Expense Focused
Introduces the Concur travel platform and focuses on Request module functionality. This session reviews profile settings for travelers, assuming the delegate role, expense itemizations, travel allowances (itinerary, per diem), allocations, receipt management (out-of-pocket and travel card), and report timeline.
1.5 hours | Recording

ADVANCED Expense-Focused
Demonstrates more advanced functionality including, allocations, missing receipt affidavit and group management, through multi-destination travel event scenarios. Prerequisites: Concur Essentials for Travel Entry Professionals, Expense Focused.
1.5 hours | Recording

Guest Travelers
Focuses on aspects of managing guest travelers and demonstrations will cover onboarding and managing guest via IRIS in preparation for booking and processing travel in Concur. Prerequisites: Essentials for Travel Entry, Request and Expense Focused Sessions
1.5 hours | Recording

Concur Centrally Held Cardholder How-To
Intended for travel cardholders using their assigned card to facilitate travel for others, such as guest travelers. This session will review the process for reconciling travel card transactions using the appropriate expense item types, attaching supporting documentation and resolving alerts.
1 hour | Recording

Basics for Approvers and Preview Approvers
Streamlined course to introduce the Concur travel platform and prepare all levels of approvers, including preview approvers, with the technical skills to evaluate, approve or return requests to travel, card requests (travel or procurement), and expense reports. The prepared curriculum blends Concur provided materials with facilitated training and UT-specific knowledge base material.
1 hour | K@TE curriculumRecording

Reporting for Managers
Intended for individuals in a manager role (direct reports) and their delegates, this session will introduce the Concur reporting platform and review standard report offerings.
1 hour | Recording

Basics for Travelers
Streamlined training for faculty and staff traveling for University business that introduces the Concur travel platform and steps for optimizing profile settings that empower delegates to prepare travel requests and expense reports on a traveler’s behalf. The prepared curriculum blends Concur provided materials with facilitated training and UT-specific knowledge base material.
1 hour | K@TE curriculum

Financial Postings for Business Managers
Overview of changes to financial documents related to Travel in SAP (IRIS) with the implementation of Concur, including the new SAP-based expense report.   
1 hour | Recording

Essentials for Travel Processors
Comprehensive training to convey the technical aspects of navigating the Concur platform and the functional aspects of evaluating expense reports for compliance. Training will address University policy and does not cover campus-specific plans and procedures. While system and campus processors (auditors) are the primary audience, this training is open to any individual responsible for submitting travel-related expenses.
1.5 hours | By Request.

Travel Card Training and Questionnaire
The University’s Travel Card program was established to provide an option to reduce the out-of-pocket burden for employees, guests, and students who travel on behalf of the university. This curriculum focuses on University policy FI0531 – Travel Cards compliance and the detailed responsibilities of the named cardholder, as well as all parties affiliated with approving and managing travel cards. While the travel card request is initiated via the University’s travel system, Concur, individuals must complete this curriculum and pass the included questionnaire to complete all requirements to obtain a card.  
1 hour | K@TE curriculum

Procurement Card Training and Questionnaire
The University’s Procurement Card Program was established to provide a more efficient, cost-effective alternative for departments to make purchases costing less than $10,000 and to reduce or eliminate departmental petty cash accounts. This curriculum focuses on University policy FI0530 – Procurement Cards compliance and the detailed responsibilities of the named cardholder, as well as all parties affiliated with managing a University procurement card. While the procurement card request is initiated via the University’s travel system, Concur, individuals must complete this curriculum and pass the included questionnaire to complete all requirements to obtain a card.   
1 hour | K@TE curriculum

Contact the UT Travel Support Team at travel@tennessee.edu if you have questions or would like to request custom training.

Updated: 11-5-2021 v 2

Details

Article ID: 118548
Created
Fri 10/16/20 12:38 AM
Modified
Fri 11/5/21 4:35 PM
Environment
Travel/Concur

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