Transition to Omega World Travel

Slides:



Advertisements
Similar presentations
6/3/2014Travel-cko 1 New Coordinator Training Session Two CLOSING OUT A BUSINESS TRIP.
Advertisements

State of Louisiana and Short’s Travel
Travel Program Overview
eTravel/Concur Ashley Starnes- Account Specialist II- Travel
Highlights of Policy Changes  GTE System Users: ◦ May 1, 2012  Non-GTE System Users: ◦ No later than July 1, 2012 ◦ Non-GTE Systems Agencies are not.
December 5,  Concur Solutions  Changes in 2013  Customer Service  Travel Authorizations  Audit Findings  International Services  Conference.
Travel Highlights Gretta Lee Travel-Lodging P-Card.
Travel Advisory 2006 Claire Bellanti Director, Library Financial and Enterprise Services 2007.
Welcome to Travel Incorporated’s Concur ‘Experienced User’ Webinar
June 16, 2010 GovTrip Notification of Foreign Travel Workshop.
UPCOMING TRIPS The 'Upcoming Trips' tab (on the Travel Center home page) displays all current trips, booked online or with a Connexxus CSU Travel Agent.
Welcome to Travel Incorporated’s Concur ‘Experienced User’ Webinar.
1 Travel, Inc.’s Concur Online Travel Booking Training CC-QPL.0023.E01 10/3/2011 TRA-W.0001.
JUNE 19, 2013 ATTENDEES WILL RECEIVE CREDIT FOR THE 2013 GEN016 TRAINING REQUIREMENT MID-YEAR 2013 TRAVEL WORKSHOP.
February 18, 2010 NBS Travel HPOCs. Page 2 Agenda  Project Status Update  Process for Obtaining NBS Assistance  Submitting a Help Desk Ticket  Non-Affiliate.
Activating your Account and Profile Creation From the MNSCU Site Login Page, Click the Link Create a New.
JEFFERSON LAB Travel Update Seminar. Seminar F O C U S Approvals Needed to Travel Local Travel Foreign Travel Conference Attendance Electronic Expense.
1 Phil Weiss OCFO Training and Development What’s New in TREX 1.2! Aurora Pecoraro OCFO Business Systems Analysis.
Enhanced Travel Forms Package April 2015 Julie Hughes, Travel & Complex Payment Supervisor.
STUDENT ORGANIZATION TRAINING TRAVEL PLANNING MODULE Effective August 8,
Tarleton Travel Cards By: Accounts Payable Department
ANNUAL TRAVEL WORKSHOP December 4, 2012 Attendees will receive credit for meeting the GEN016 Training Requirement.
New Coordinator Training Session One PREPARING FOR TRAVEL 12/26/2015 Travel-cko 1.
Improving the Travel Experience for YOU! 2/1/
Concur Training Session January Concur Training Introduction of Implementation Team Agenda What is Concur and what does it do? Getting Started Travel.
Kimberly Lanfersieck August Travel Policy  Purpose Cost effective management of travel expenses Identify reimbursable vs non-reimbursable expenses.
EXPENSE REPORT BASICS. GENERAL TRIP DATA Correspond dates and times with airfare flight times, allowing no more than 2 hours prior to departure and 1.
Invoices Payment Process Finance and Accounting Winter Training 2010.
Travel Department of Chemical & Materials Engineering
Travel Annual Training 2017
TRAINING YSU TRAVEL GUIDE
Cleared for Take Off a traveler’s introduction to the
Check Requests and Travel
How you can prepare for the adventure of PeopleSoft ClassiCon 2017
2017 Annual Travel Coordinator Training
I Travel Booking Training
Travel Reimbursement -step by step-
How to Format a TA © 2016 Brigham Young University–Idaho.
Business Travel What You Need to Know Business Services November 2012
Hiring Manager onboarding
PROFESSIONAL DEVELOPMENT TRAINING Understanding the Process
MBUG 2016 Session Title: Travel and Expense
World Travel, Inc. Concur Online User Guide
Travel Authorization -step by step-
New Online Booking Tool & Travel Discounts
New Online Booking Tool & Travel Discounts
Scheduling Workshop This presentation will cover:
Concur Overview.
New Online Booking Tool & Travel Discounts
Payroll Services Travel Training.
College of Coastal Georgia
Cost Comparison 14-Hour Rule Seat Upgrades
Travel Policy Update A.1 Policy Change (Effective Aug 1, 2017)
Improving the Travel Experience for YOU!
Importance? Work together for the benefit of our JLab staff traveler’s and visitor’s Minimize process flow time Back and forth exchange for information.
Auditor Training (Pittsburgh) April 23, 2018
WELCOME TO EMPLOYEE REIMBURSMENT PROCEDURES TRAINING FOR STUDENT EQUITY & OPPORTUNITY DEPT.
Changing the Future of Corporate Travel…
Procurement Card Travel Program.
Completing Your Profile
Business Travel Expense Report
Searching Concur Travel
Unemployment Insurance Agency Michigan Web Account Manager
Concur Travel Training
Concur Overview.
Overnight/Out-of-town Travel Training
Annual Coordinator Workshop
Travel Policy Changes August 2018.
Employee Travel Policy Updates
TRAVEL TRAINING You may access our travel guidelines and forms by visiting:
Presentation transcript:

Transition to Omega World Travel Travel Informational & Training Meeting SSC Room 53 August 10, 2016 Good Afternoon – thank you for joining us today. I am Pam Turk, JLab Acctg Manager. As you all are aware, we have transitioned to a new travel agency – Omega World Travel Today’s meeting will be broken down in two sections. First, I will be presenting general information stemming from the transition. The second part will be a demonstration of the Concur Reservation System presented by Omega representatives Questions and time constraints hold my questions to the end, Questions during Concur demonstration are to be asked at that time

Introduction of JLab Transition Team Jenita Everett, Staff Accountant & Acting Travel Supervisor Sasi Wojcik, Travel Accounting Specialist Matt Krug, Financial System’s Manager Christine Fragapane, Projects Administrator (TC Rep.) Pam Turk, Accounting Manager I’d like to introduce the JLab and transition team…

Introduction of Omega Staff David Coffman, Implementations Manager Jeff Embrey, Account Manager Janice Bowser, Primary Corporate Agent Debbie McDonald, Applications Management From the Omega side, we have… Debbie McDonald – Remotely Dianne St. Amant, VA Beach Branch Manager – will be at JLab sometime during the month.

Introduction to Omega Selected as JLab’s new agency based on their capabilities, experience, advantageous pricing, and customer satisfaction. Over 43 years of experience in the travel industry. Diversified customer base across multiple industries including several DOE Laboratories. Effective August 1, 2016 Omega is responsible for ALL travel related matters including reservations and unused tickets originally made by CI Azumano (CIAZ). Effective August 1st BNL, FERMI, & Argonne

Differences / Changes No On-site agent. Policy violation pop-up message during reservation process will require justification: Drop down box of reasons available. Established electronic approval for policy violations: Air, Rental Car, & Hotel, Requires Travel Services (TS) approval, Review validity of out of policy justification(s), Rejections will auto generate an email to the Travel Coordinator and Traveler, TS approval for tickets >$2,100 has been eliminated. Cost coupled with agency trends such as agents working from home drove this decision. Omega Applications Management looking to see if there is a way to remove the Traveler.

Differences / Changes Streamlined Omega’s validation of Approved Travel Authorization: Rejections will auto generate an email to the Travel Coordinator. A brief description identifying the reason will be provided to the Travel Coordinator who will be responsible for correcting the T/A. Hotels booked through Concur Over per diem Conference hotels Local hotels Duty of Care for safety and security purposes: Mobile numbers will be required in the Traveler’s Profile, Recommend hotels are booked through Concur. Streamlined approval – If TA is NOT in SUBMITTED status, Omega will not see any information and an auto generated email will be sent to the TC. Validate Traveler’s Name, Start Date, & Funds authorized for airline ticket. (Recommend increasing estimate to avoid changes to TA) Hotels booked through Concur Over per diem - will require a justification and approval from Travel Services. If approved, no actual lodging form is required. Conference hotels can be booked through Concur however if being offered a special rate, you must include the rate code in the notes section. Omega will call to have the rate adjusted. Local hotels – working with the hotels to get our rate codes programmed in Concur (expect within the next couple weeks) Duty of Care – Sadly, there has been an increasing number of violent or terroristic type activities world-wide. Therefore, to help locate our travelers when incidences occur, it is necessary to have contact information immediately available. Therefore, mobile numbers are required in the traveler’s profile. If they currently do not, the system will prompt the TC to add prior to gaining access to the travel wizard and making reservations. A note on profiles – all required fields must be populated prior to submitting a reservation. Update the traveler’s current profile (Do not create a second profile). Hotels booked through Omega allows the agency to run a report and provide better information of your whereabouts. If only ticketing the airline, that only indicates where you flew in/out of not a more accurate physical location.

Differences / Changes After Hour Services: Charged to traveler’s POA. Travel assistance calls to Omega outside normal business hours (Mon-Fri 8am-6pm EST/DST) are charged a service fee of $15 per call so travelers should limit calls during these hours to emergencies or unforeseen changes in travel plans, Charged to traveler’s POA. Southwest Reservations: Can now be reserved via Concur, Will receive policy violation notice – DISREGARD at this time, Will be included in determining lowest available coach fare, No seats pre-assigned, will receive boarding zone code at time of check-in. Check-in available 24 hours prior to departure SW offers Early-Bird boarding pass at an additional cost, JLab will not reimburse the traveler for this cost. All Southwest reservations will result in a policy violation at time of booking, please disregard at this time… Omega is looking into a workaround for this.

Pricing Structure Year 1 Aug 1, 2016 – July 31, 2017 Agent-booked itineraries (International) $28.00, Self-booked through Concur, Omega $6.00 Concur $4.15 Southwest $2.00 Amtrak $2.00 Hotel $0.00 Rental Car $0.00 After Hours $15.00 We need some time to work out the billing logistics to determine the best approach in capturing these costs. Once identified we will provide you with guidance on how to record on the ER. In the meantime, please include the total price of the ticket plus $6.00 (if booked via Concur) as one amount under Co. Paid Airfare.

Airline Industry Profit Creativity Seat Selection at Ticketing: All seats available at time of ticketing; Must select a seat available for no additional cost, Yes, even if it is a middle seat. Only seats available for purchase at time of ticketing; Select the least expensive seat, Even if it is in the middle, by the window, or in the back. No seats available at time of ticketing; Select a seat at time of obtaining boarding pass, If unable to obtain a seat without going to the airport, go to ticket counter (not the kiosk) upon arrival. They must give you a seat at no additional cost. Show up early for check-in But not in the lavatory. You might even get lucky and be assigned an aisle seat!

Omega Applications Management Concur Demonstration Debbie McDonald Omega Applications Management 3:20-4:15 Concur Demonstration (Debbie) Existing profiles & establishing a new profile from entry through approval, (i.e. Cell Phone must be included) User Experience - Creating new reservations & new features Application of unused airfare. (CIAZ and Omega issued tickets) Policy parameters (Air, Rental Car, & Lodging), Out of Policy Procedures (JLab Approval), Accept / Reject notifications. Omega validation of Travel Authorization, Accept / Rejection notifications. Creating cost comparison itineraries, Omega Alerts.

Travel Contact Information Omega World Travel  Primary Corporate Agent: Janice Bowser Standard Business Hours: Mon-Fri 8am-6pm Domestic #: 1-888-527-1279 Email: jefferson@owt.net International # will be included on your itinerary. All calls to Omega outside of standard business hours will automatically drop into an After Hour Services queue and will incur additional charges per call (not issue). Concur General & Technical support: 1-866-635-8497 JLab Travel Services #: 757-269-7192, TRAVELS@jlab.org Do not hesitate to contact Concur support there is no additional fee for this service.

Who do you call if you are traveling on a CIAZ issued itinerary? Test Question 1: Who do you call if you are traveling on a CIAZ issued itinerary?

Did you sign the meeting attendance sheet? Test Question 2: Did you sign the meeting attendance sheet?

DOE Requirements for Travel to France Contact information at all times Mobile Phone & Email Physical Location Contact Information Hotel & Business Venue Stay is greater then 10 Business days Requires Security Briefing at Embassy Paris Offered Tuesday Mornings at 10am Requires Appointment Register in MIR3 https://ondemand.mir3.com/missionfrancesms/login/ FTMS & Country Clearance Submission to State Dept. Required at least Two Weeks prior to Departure Concur Profiles – Establish for All employee travelers Use Guest profile only for guests Mobile Phones – Telecommunications or Plan provider up to $10/day reimbursed Email – one that you check regularly Physical Location – Hotel, Business venue Provide documents to travelers that are going to France An All-Staff email will be distributed this week – MUST READ Attachments include much more required information Web page has documents available under the Foreign Travel Tab

Questions?

Federal Acquisition Regulation JLab required to follow Federal Acquisition Regulation (FAR) Part 31.205-46 Travel Costs: Excerpt to emphasize; (b) Airfare costs in excess of the lowest priced airfare available to the contractor during normal business hours are unallowable except when such accommodations require circuitous routing, require travel during unreasonable hours, excessively prolong travel, result in increased cost that would offset transportation savings, are not reasonably adequate for the physical or medical needs of the traveler, or are not reasonably available to meet mission requirements.