Concur visitors - Department briefing workshop

NewSpecial

This session is only for Finance Teams in the pilot departments, sessions will be available for other departments prior to the full rollout.

This session is intended for the staff in departments who will involved with setting up visitors and processing claims in Concur. It will explain the process of onboarding a visitor through to creation, submission and approval of the claims. There are many similarities with the staff expenses process in Concur but there are some key differences which will be highlighted during the session.

Concur Finance Teams and staff who will be involved with processing expense claims for visitors

A working knowledge of the Concur staff expenses system

Number of sessions: 1

This session will:

• Define who is classified as a visitor
• Provide an overview of the process
• Demonstrate how to set up a visitor using the onboarding form
• Explain the use of delegates
• Explain the communication required with the visitor, including a review of the guidance materials available
• Explain how the approval process
• Explain where to find help

This session is intended primarily for the Concur Finance Teams in departments as preparation for using Concur for visitors. These staff will then be able to disseminate the information to others in the department.

Webinar

Teams

1 hour 45 mins

• Concur – Acting as a Delegate
• Concur – Acting as a First Approver
• Concur – Mobile App