How can I learn more about using Concur for UT travel?

Visit K@TE, the University's learning management system, to access self-paced curriculum organized by role or register for facilitated, online training sessions. Both options are supported by printable or viewable (brief video clips) materials.The most recent recordings of facilitated Zoom sessions are also available below, however, links to all campus-focused recordings, as well as a topic break down of material housed in K@TE are available in the UT Travel Learning Opportunities document available under the Attachments section.

Concur Orientation. 

Open to any individual interested in learning about the exciting changes to UT Travel. Attend this session for an overview of the University’s new Concur Request and Expense modules. Attendees will also hear about travel policy updates and other changes to other University travel offerings, including the introduction to travel cards and direct bill retirement.  
1 hour | Register in K@TE | Recording

Concur Introduction to Travel Cards. 
A high-level overview of the new UT travel card program, including the process for requesting a card via Concur and a preview of the K@TE curriculum.
1 hour | Recording

Concur Essentials for Travel Entry Professionals. 

Focused on individuals tasked with managing travel on behalf of faculty, staff, students, and guests, this in-depth course introduces the Concur travel platform and covers steps for drafting requests to travel, booking, and expense reports. While the Concur platform includes compliance checkpoints, it is recommended to have a working knowledge of the University of Tennessee FI0705 – Travel policy. Key topics include profile settings, assuming the delegate role, cash advances, travel (booking) overview, expense itemizations, travel allowances (itinerary, per diem), allocations, receipt management (out-of-pocket and travel card), workflows, and more.
3 hours | K@TE curriculum  

Request Focused.
1.5 hours | Register in K@TE | Recording

Expense Focused.
1.5 hours | Register in K@TE | Recording

ADVANCED Expense-Focused.

Intended for individuals tasked with managing travel on behalf of faculty, staff, students and guests, and will build on principles discussed in the Essentials Expense course. This session will demonstrate 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.
1.5 hours | Register in K@TE | Recording

 

Guest Travelers.

Intended for individuals tasked with managing travel for guests to the University, including non-employed students and designated guest travelers. This session will discuss 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: Concur Essentials for Travel Entry Professionals, Request and Expense Focused Sessions
1.5 hours | Register in K@TE | Recording

 

Concur 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. While the Concur platform includes compliance checkpoints, it is recommended to have a working knowledge of the University of Tennessee FI0705 – Travel policy.  
0.5 to 1 hour | K@TE curriculum | Register in K@TE | Recording

Concur Basics for Travelers.  

Streamlined course 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. Travelers more involved with managing their travel events can find comprehensive training in the Concur Essentials for Travel Entry curriculum. While the Concur platform includes compliance checkpoints, it is recommended to have a working knowledge of the University of Tennessee FI0705 – Travel policy.  
1 hour | K@TE curriculum | Facilitated Sessions Available Fall 2021

Concur 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. Prerequisite: Review and have a working knowledge of the University of Tennessee FI0705 – Travel policy.  
1.5 hours | K@TE curriculum | 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

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 | Register in K@TE | UTSA Recording

 

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

 

Details

Article ID: 118548
Created
Fri 10/16/20 12:38 AM
Modified
Tue 5/11/21 1:49 PM
Environment
Travel/Concur

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