Concur Required Training:
Below are the required training materials for Travel Concur by role type. You have the option to watch the videos, read the Tip Sheets, or a combination of both. Once complete, you will complete the last step by certifying and submitting the Concur Access Form
Step 1: Getting Started: Booking Travel
Step 2: Select the appropriate tile to see the training material most appropriate for your role. Depending on your role, you may need to visit multiple tiles.
Filter Videos By Role:
Traveler:
You book your own travel and/or create your own expense reports
Travel Arranger:
You book travel on behalf of other employee travelers
A Traveler Arranger has access to a traveler’s Travel Tab and can book travel on behalf of the traveler.
Delegate Preparer:
You prepare requests and expense reports for other travelers
A Delegate Preparer has access to a traveler’s Request and Expense Tabs and can create requests and expense reports on behalf of the traveler.
Approver:
You review and approve expense reports
Delegate Previewer:
You support an Approver by reviewing requests and expense reports in their approval queue
A Delegate Previewer has access to an approver’s Approval Tab and can preview requests and reports pending the action from the approver.
Delegate Preparer:
You prepare requests and expense reports for other travelers
A Delegate Preparer has access to a traveler’s Request and Expense Tabs and can create requests and expense reports on behalf of the traveler.
Adding an Out-of-Pocket Expense to an Expense Report
Creating a new Expense Report from an Approved Request
Key Reminders
Contact Christopherson Business Travel for group pricing after registering Group Trip with a submitted Concur Request. Group Travel cannot be booked within the Concur Travel online booking tool.