{"id":1366,"date":"2024-04-09T11:17:04","date_gmt":"2024-04-09T15:17:04","guid":{"rendered":"https:\/\/wwwcp.umes.edu\/travel\/?page_id=1366"},"modified":"2024-06-12T09:21:26","modified_gmt":"2024-06-12T13:21:26","slug":"concur-help-center","status":"publish","type":"page","link":"https:\/\/wwwcp.umes.edu\/travel\/concur-help-center\/","title":{"rendered":"Concur Help Center"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">CONCUR SUPPORT, OFFICE HOURS, TRAINING AND&nbsp;DEMOS<\/h2>\n\n\n\n<p>Resources to help UMES employees navigate the Concur travel system<\/p>\n\n\n\n<p><\/p>\n\n\n\n<div class=\"wp-block-coblocks-accordion\">\n<div class=\"wp-block-coblocks-accordion-item\"><details><summary class=\"wp-block-coblocks-accordion-item__title\"><strong>HOW TO&#8230; GUIDES AND JOB AIDS<\/strong><\/summary><div class=\"wp-block-coblocks-accordion-item__content\">\n<p><strong>Login to Concur &#8211; Important<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/wwwcp.umes.edu\/travel\/concur-login\/\" data-type=\"page\" data-id=\"1372\"><strong>Login directions<\/strong><\/a><\/li>\n<\/ul>\n\n\n\n<p>The following Job Aids (PDFs) will guide you in using different aspects of Concur.<\/p>\n\n\n\n<p><strong>User Profile &amp; Delegates<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/wwwcp.umes.edu\/travel\/wp-content\/uploads\/sites\/175\/2024\/05\/JobAid-Setting-Up-Concur-User-Profile-v2.0.pdf\"><strong>Setting up your Concur User Profile<\/strong><\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/wwwcp.umes.edu\/travel\/wp-content\/uploads\/sites\/175\/2024\/05\/ES-JobAid-Adding-Acting-Delegates-v1.pdf\"><strong>Adding &amp; Acting as a Delegate<\/strong><\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/wwwcp.umes.edu\/travel\/wp-content\/uploads\/sites\/175\/2024\/05\/ES-JobAid-Reports-of-Delegates_v1.pdf\"><strong>Reports of Delegates<\/strong><\/a><\/li>\n<\/ul>\n\n\n\n<p><strong>Tcards<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/wwwcp.umes.edu\/travel\/wp-content\/uploads\/sites\/175\/2024\/05\/jobaid-tcard-request-v1.pdf\"><strong>Tcard Request<\/strong><\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/wwwcp.umes.edu\/travel\/wp-content\/uploads\/sites\/175\/2024\/05\/JobAid-Roles-Responsibilities_v4.pdf\"><strong>Roles &amp; Responsibilities<\/strong><\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/wwwcp.umes.edu\/travel\/wp-content\/uploads\/sites\/175\/2024\/05\/JobAid-Itemizing-Tcard-expenses-as-personal-expenses.pdf\"><strong>Itemizing Tcard Expenses as&nbsp;Personal Expenses<\/strong><\/a><\/li>\n<\/ul>\n\n\n\n<p><strong>Travel &amp; Hosting<\/strong><\/p>\n\n\n\n<p>Single Employee<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/wwwcp.umes.edu\/travel\/wp-content\/uploads\/sites\/175\/2024\/05\/JobAid-Tvl-Hosting-Request-Single-Employee-v2.pdf\"><strong>Travel Request (Single Employee)<\/strong><\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/wwwcp.umes.edu\/travel\/wp-content\/uploads\/sites\/175\/2024\/05\/JobAid-Tvl-Hosting-Expense-Rpt-Single-Employee-v5.pdf\"><strong>Expense Report (Single Employee)<\/strong><\/a><\/li>\n<\/ul>\n\n\n\n<p>Single Non-Employee\/Guest &#8211; The State of Maryland Eastern Shore requires all four steps must be followed:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><a href=\"https:\/\/wwwcp.umes.edu\/travel\/wp-content\/uploads\/sites\/175\/2024\/05\/JobAid-Tvl-Hosting-Request-Single-Non-Employee-v1.pdf\"><strong>Travel Request (Single Non-Employee<\/strong>)<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/wwwcp.umes.edu\/travel\/wp-content\/uploads\/sites\/175\/2024\/05\/JobAid-Guest-Non-Employee-Pre-Travel-Instructions-v.4-1of2.pdf\"><strong>Guest\/Non-Employee Pre-Travel Instructions (1 of 2)<\/strong><\/a>&nbsp;Only if Guest\/Non-Employee needs to be reimbursed&nbsp;<\/li>\n\n\n\n<li><a href=\"https:\/\/wwwcp.umes.edu\/travel\/wp-content\/uploads\/sites\/175\/2024\/05\/JobAid-Expense-Report-Guest-and-Non-Employees_v5.pdf\"><strong>Expense Report &#8211; Guest &amp; Non-Employees<\/strong><\/a>&nbsp;If no reimbursement, please use the&nbsp;normal expense report type for Single Employee (above)<\/li>\n\n\n\n<li><a href=\"https:\/\/wwwcp.umes.edu\/travel\/wp-content\/uploads\/sites\/175\/2024\/05\/JobAid-Guest-Non-Employee-Post-Travel-Instructions-2-of-2_v4.pdf\"><strong>Guest\/Non-Employee Post-Travel Instructions (2 of 2)<\/strong><\/a>&nbsp;Only if Guest\/Non-Employee needs to be reimbursed<br><br>&#8211;&nbsp;<a href=\"https:\/\/wwwcp.umes.edu\/travel\/wp-content\/uploads\/sites\/175\/2024\/05\/JobAid-Guest-Reimbursement-Notification.doc\"><strong>Guest Reimbursement Notification form<\/strong><\/a>&nbsp;<\/li>\n<\/ol>\n\n\n\n<p>Travel Request for Employees &amp; Graduate Assistants Without Travel or Personal Credit Cards<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/wwwcp.umes.edu\/travel\/wp-content\/uploads\/sites\/175\/2024\/05\/JobAid-Tvl-Hosting-Employees-GAs-Without-Credit-Cards-v1.pdf.pdf\"><strong>Employee\/GA&nbsp;without a credit card<\/strong><\/a><\/li>\n<\/ul>\n\n\n\n<p>Student Travel<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/wwwcp.umes.edu\/travel\/wp-content\/uploads\/sites\/175\/2024\/05\/JobAid-Tvl-Hosting-Student-Travel-v1.pdf\"><strong>Student Travel Request<\/strong><\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/wwwcp.umes.edu\/travel\/student-travel-expense-report-guidance\/\" data-type=\"page\" data-id=\"1491\"><strong>Student Travel Expense Report Guidance<\/strong><\/a><\/li>\n<\/ul>\n\n\n\n<p><strong>Events<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/wwwcp.umes.edu\/travel\/wp-content\/uploads\/sites\/175\/2024\/05\/JobAid-Event-Request-v1.pdf\"><strong>Event Request<\/strong><\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/wwwcp.umes.edu\/travel\/wp-content\/uploads\/sites\/175\/2024\/05\/JobAid-Event-Expense-Report-v2.5.pdf\"><strong>Event Expense Report<\/strong><\/a><br><br>&nbsp;<\/li>\n<\/ul>\n\n\n\n<p><strong>Hotel &amp; Meals<\/strong><br><br><br><br>All Travelers<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/wwwcp.umes.edu\/travel\/wp-content\/uploads\/sites\/175\/2024\/05\/JobAid-Hotel-Itemization-v1_0.pdf\"><strong>Hotel Itemization<\/strong><\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/wwwcp.umes.edu\/travel\/wp-content\/uploads\/sites\/175\/2024\/05\/JobAid-Daily-Meal-Per-Diem-Reduction.pdf\"><strong>Daily Meal Per Diem Reduction<\/strong><\/a><\/li>\n<\/ul>\n\n\n\n<p>Single Employee<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/wwwcp.umes.edu\/travel\/wp-content\/uploads\/sites\/175\/2024\/05\/JobAid-Daily-Meal-PerDiem-v1.pdf\"><strong>Daily Meal Per Diem<\/strong><\/a>&nbsp;&#8211; Employee<\/li>\n\n\n\n<li><a href=\"https:\/\/wwwcp.umes.edu\/travel\/wp-content\/uploads\/sites\/175\/2024\/05\/JobAid-Individual-Meals-Room-Service-on-Tcard.pdf\"><strong>Individual Meals &amp; Room Service on Tcard<\/strong><\/a><\/li>\n<\/ul>\n\n\n\n<p>Single Non-Employee\/Guest<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong><a href=\"https:\/\/wwwcp.umes.edu\/travel\/wp-content\/uploads\/sites\/175\/2024\/05\/JobAid-Daily-Meal-Per-Diem-Single-Non-Employee.pdf\">Daily Meal Per Diem<\/a>&nbsp;<\/strong>&#8211; Guest<\/li>\n<\/ul>\n\n\n\n<p><br><br><strong>Personal Car Mileage<\/strong><\/p>\n\n\n\n<p>Single Employee<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/wwwcp.umes.edu\/travel\/wp-content\/uploads\/sites\/175\/2024\/05\/JobAid-Personal-Car-Mileage-Single-employee.pdf\"><strong>Mileage<\/strong><\/a><\/li>\n<\/ul>\n\n\n\n<p>Single Non-Employee\/Guest<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/wwwcp.umes.edu\/travel\/wp-content\/uploads\/sites\/175\/2024\/05\/JobAid-Personal-Car-Mileage-Single-Non-Employee-v3.pdf\"><strong>Mileage<\/strong><\/a><\/li>\n<\/ul>\n\n\n\n<p><br><br><strong>Using TripLink<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/wwwcp.umes.edu\/travel\/wp-content\/uploads\/sites\/175\/2024\/05\/JobAid-Using-TripLink-in-Concur_v1.pdf\"><strong>How to connect loyalty programs for direct booking<\/strong><\/a><\/li>\n<\/ul>\n\n\n\n<p><br><br><strong>Special Cases<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/wwwcp.umes.edu\/travel\/wp-content\/uploads\/sites\/175\/2024\/05\/JobAid-No-Cost-Trip-Request_v2.pdf\"><strong>No Cost Trip Requests<\/strong><\/a><\/li>\n\n\n\n<li><strong><a href=\"https:\/\/wwwcp.umes.edu\/travel\/wp-content\/uploads\/sites\/175\/2024\/05\/JobAid-Splitting-Charges-to-Multiple-KFS-Accounts-v1.pdf\">Splitting Charges Acro<\/a><\/strong><a href=\"https:\/\/purchase.umd.edu\/sites\/default\/files\/uploads\/documents\/JobAid-Splitting-Charges-to-Multiple-KFS-Accounts-v1.pdf\"><strong>ss Multiple KFS Accounts<\/strong><\/a><br><br>&nbsp;<\/li>\n<\/ul>\n\n\n\n<p><strong>Approvers in Concur<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/wwwcp.umes.edu\/travel\/wp-content\/uploads\/sites\/175\/2024\/05\/jobaid-approvers-in-concur-v.2.pdf\"><strong>Tips for approvers<\/strong><\/a><br><\/li>\n<\/ul>\n\n\n\n<p><strong>Insurance&nbsp;<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>CISI:&nbsp;<a href=\"https:\/\/wwwcp.umes.edu\/travel\/wp-content\/uploads\/sites\/175\/2024\/05\/JobAid-Comprehensive-Intl-Health-Ins-CISI-v1.pdf\">Comprehensive International Health Insurance<\/a><\/strong><\/li>\n<\/ul>\n\n\n\n<p><strong>MOBILE APPS<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/wwwcp.umes.edu\/travel\/wp-content\/uploads\/sites\/175\/2024\/05\/JobAid-SAP-CONCUR-Mobile-Access-v1_0.pdf\"><strong>Concur Mobile Access<\/strong><\/a>&nbsp;&#8211; Getting started<\/li>\n<\/ul>\n\n\n\n<p><strong>Capturing Receipts<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/wwwcp.umes.edu\/travel\/wp-content\/uploads\/sites\/175\/2024\/05\/JobAid-SAP-CONCUR-Receipt-Capture-Mobile-Android-v1.5.pdf\"><strong>Android<\/strong><\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/wwwcp.umes.edu\/travel\/wp-content\/uploads\/sites\/175\/2024\/05\/JobAid-SAP-CONCUR-Receipt-Capture-Mobile-iPhone-v1.5.pdf\"><strong>iPhone<\/strong><\/a><\/li>\n<\/ul>\n\n\n\n<p><strong>Tracking Travel<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/wwwcp.umes.edu\/travel\/wp-content\/uploads\/sites\/175\/2024\/05\/JobAid-TripIt-Pro-v1_1.pdf\"><strong>TripIt Pro<\/strong><\/a>&nbsp;<strong>| Video:&nbsp;<a href=\"https:\/\/www.youtube.com\/watch?v=KRT2BBwHRIM\">Instantly Organize Travel Plans with TripIt&nbsp;<\/a>&nbsp;(1:14)<\/strong><\/li>\n<\/ul>\n\n\n\n<p><strong>Linking UBER &amp; LYFT to CONCUR<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/wwwcp.umes.edu\/travel\/wp-content\/uploads\/sites\/175\/2024\/05\/JobAid-UBER-and-CONCUR-v1.pdf\"><strong>Uber and Concur<\/strong><\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/wwwcp.umes.edu\/travel\/wp-content\/uploads\/sites\/175\/2024\/05\/JobAid-LYFT-and-CONCUR-v1.pdf\"><strong>Lyft and Concur<\/strong><\/a><\/li>\n<\/ul>\n\n\n\n<p><strong>ADMINISTRATIVE REPORTS<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/wwwcp.umes.edu\/travel\/wp-content\/uploads\/sites\/175\/2024\/05\/JobAid-Approved-Request-with-Concur-Encumbrance_v1.pdf\"><strong>Approved Request with Concur Encumbrance<\/strong><\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/wwwcp.umes.edu\/travel\/wp-content\/uploads\/sites\/175\/2024\/05\/JobAid-How-to-Pull-Unallocated-Travel-Card-Transactions_v1.pdf\"><strong>How to Pull Unassigned Travel Card Transactions<\/strong><\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/wwwcp.umes.edu\/travel\/wp-content\/uploads\/sites\/175\/2024\/05\/JobAid-Reports-of-Delegates_v1.pdf\"><strong>Reports of Delegates<\/strong><\/a><\/li>\n<\/ul>\n<\/div><\/details><\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-coblocks-accordion\">\n<div class=\"wp-block-coblocks-accordion-item\"><details><summary class=\"wp-block-coblocks-accordion-item__title\"><strong>SUPPORT &amp; VIRTUAL DROP-IN CENTER<\/strong><\/summary><div class=\"wp-block-coblocks-accordion-item__content\">\n<p><strong><u>Support<\/u><\/strong><br><br>For assistance with Concur you can email Travel and Card Services:<strong>&nbsp; umesconcur-helpdesk@umes.edu<\/strong><\/p>\n\n\n\n<p>                                                                           OR  Call:<\/p>\n\n\n\n<p>Bonita Byrd  and\/or Ashlee Byron      ext  6088<\/p>\n\n\n\n<p>Beatrice Wright, Melissa Davis and Sherrell McBride    ext  6229<\/p>\n\n\n\n<p><\/p>\n<\/div><\/details><\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-coblocks-accordion\">\n<div class=\"wp-block-coblocks-accordion-item\"><details><summary class=\"wp-block-coblocks-accordion-item__title\"><strong>TRAINING VIDEOS<\/strong><\/summary><div class=\"wp-block-coblocks-accordion-item__content\">\n<p><strong>PRE-RECORDED VIDEO TRAINING<\/strong><\/p>\n\n\n\n<p><strong>Traveler Training: Introduction to Concur &#8211; 7 segments:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong><a href=\"https:\/\/purchase.umd.edu\/travel\/concur\/concur-video-training-transcripts-introduction\">See transcripts here<\/a><\/strong><\/li>\n<\/ul>\n\n\n\n<ol class=\"wp-block-list\">\n<li><a href=\"https:\/\/youtu.be\/Eo2RUegr_yk\">Concur Overview<\/a>&nbsp;(9:56)<\/li>\n\n\n\n<li><a href=\"https:\/\/youtu.be\/IsGpddYz3EU\">Set Up Traveler Profile<\/a>&nbsp;(8:35)<\/li>\n\n\n\n<li><a href=\"https:\/\/youtu.be\/pl8GyFVknf0\">Apply for Travel Card<\/a>&nbsp;(5:43)<\/li>\n\n\n\n<li><a href=\"https:\/\/youtu.be\/fOMzX6P-Zz8\">Travel Request &amp; Approval<\/a>&nbsp;(14:36)<\/li>\n\n\n\n<li><a href=\"https:\/\/youtu.be\/bZIDAMuucR4\">Book Approved Travel<\/a>&nbsp;(11:03)<\/li>\n\n\n\n<li><a href=\"https:\/\/youtu.be\/5nQqE3ssj3Q\">Create Expense Reports<\/a>&nbsp; (21:12)<\/li>\n\n\n\n<li><a href=\"https:\/\/youtu.be\/ypbtvDtVQMI\">Concur Login &amp; Travel Website<\/a>&nbsp;(7:23)<\/li>\n<\/ol>\n\n\n\n<p><strong>Approver\/Delegate Training Video&nbsp;<\/strong>&nbsp;(36:23)<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/youtu.be\/jJefuTOjQ_w\">YouTube<\/a><\/li>\n<\/ul>\n\n\n\n<p><strong>Guest\/Group Training Video<\/strong>&nbsp;(29:56) (Group portion starts at 22:20)<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/youtu.be\/4OjaaUHs3ms\">YouTube<\/a><\/li>\n<\/ul>\n\n\n\n<p><strong>Employee Per Diem in Expense Reports&nbsp;<\/strong>(7:46)<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.youtube.com\/watch?v=M2ueRl8R0gY\">YouTube<\/a><\/li>\n<\/ul>\n\n\n\n<p>Contact Travel &amp; Card Services if you need additional&nbsp;training or a customized program.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><em>Email<\/em>:<strong>&nbsp; <a rel=\"noreferrer noopener\" href=\"mailto:umesconcur-helpdesk@umes.edu\" target=\"_blank\">umesconcur-helpdesk@umes.edu<\/a><\/strong><\/li>\n<\/ul>\n<\/div><\/details><\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>CONCUR SUPPORT, OFFICE HOURS, TRAINING AND&nbsp;DEMOS Resources to help UMES employees navigate the Concur travel system&#8230;<span class=\"cpschool-read-more-link-holder\"><a class=\"btn btn-basic cpschool-read-more-link\" href=\"https:\/\/wwwcp.umes.edu\/travel\/concur-help-center\/\">Read more <span class=\"sr-only\">Concur Help Center<\/span><\/a><\/span><\/p>\n","protected":false},"author":2163,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_coblocks_attr":"","_coblocks_dimensions":"","_coblocks_responsive_height":"","_coblocks_accordion_ie_support":"","footnotes":""},"folder":[],"class_list":["post-1366","page","type-page","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/wwwcp.umes.edu\/travel\/wp-json\/wp\/v2\/pages\/1366","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/wwwcp.umes.edu\/travel\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/wwwcp.umes.edu\/travel\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/wwwcp.umes.edu\/travel\/wp-json\/wp\/v2\/users\/2163"}],"replies":[{"embeddable":true,"href":"https:\/\/wwwcp.umes.edu\/travel\/wp-json\/wp\/v2\/comments?post=1366"}],"version-history":[{"count":0,"href":"https:\/\/wwwcp.umes.edu\/travel\/wp-json\/wp\/v2\/pages\/1366\/revisions"}],"wp:attachment":[{"href":"https:\/\/wwwcp.umes.edu\/travel\/wp-json\/wp\/v2\/media?parent=1366"}],"wp:term":[{"taxonomy":"folder","embeddable":true,"href":"https:\/\/wwwcp.umes.edu\/travel\/wp-json\/wp\/v2\/folder?post=1366"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}