Travel Training

Using the Concur Knowledge Base, you can search for articles by typing in key words into the search box, or scroll down to view all currently available articles.

A set of key articles can be found below:

• Getting Started with Concur
• How to Create and Submit a Request
• How to Create an Expense Report from an Approved Request
• How to Add a Delegate

Concur utilizes the Delegate feature to allow employees the option to have colleagues prepare documents on their behalf. This permission must be given by employees themselves - they are consenting to having a colleague act as a Delegate on their behalf.  View the "How to Add a Delegate" Knowledge Base Article.

Aside from assigning Delegates, the most interaction they will have with Concur will be to log in and submit specific Travel Expense Reports. This allows the Traveler to certify the accuracy of the expenses being claimed for their reimbursement.

Utilizing Concur to prepare documents on behalf of other employees is common practice within many departments at UCSB. While Concur is designed to have each employee prepare and submit their own documents, employees can set up their colleagues as Delegates in order to have them prepare documents on their behalf.

• A Delegate is an employee with the ability to act on behalf of another user within Concur.
• Employees who wish to have someone act as their delegate must log into the system and grant these permissions to their colleague.
  • A step-by-step guide to adding a Delegate in Concur has been written in Services & Support. Please follow those steps to allow a colleague to perform actions on your behalf in Concur.
  • This step cannot be skipped: an employee needs to perform this action to grant consent to having another employee act on their behalf.
• Once set up as a Delegate, employees will be able to switch between their own Concur profile and the Concur profile of the employee they are a Delegate for.
  • This guide provides instructions on how to act as a Delegate
• Preparer Delegates can not approve any expense reports they have prepared, so approvers should not prepare expense reports on behalf of another employee

For actions that a Delegate cannot do (such as submitting a Travel Expense Report), the employee receiving the reimbursement must log in to Concur. Please see Concur for Employees with Preparers section above for specific instructions on that process.

For those who will be processing their own documents, we have created several guides on various procedures in Concur. More information can be found in the Procedure Basics section of this page.