Completing Your Profile

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Presentation transcript:

Completing Your Profile Getting Started In Concur Completing Your Profile

Why Complete My Profile? To avoid re-entering information about yourself: phone number, contacts, preferences credit card information, etc To sign up for safety and business alerts To authorize a travel arranger or assistant *Complete your profile after logging onto SAP Concur for the first time *Update your profile whenever your information changes Log into Concur > Profile > Profile Settings > Personal Information

Your Information Verify that your name exactly matches the photo ID you will use to travel Company Information – Review for accuracy. Work Address – Save any necessary changes. Home Address – This section is optional. Contact Information – Either a work or home phone number is required. You may enter both. You may register a mobile device to receive Safety and Business alerts. Email Addresses – Add and verify any email addresses that you or any will use to send receipts or travel itineraries to Concur. Emergency Contact – This section is optional, but encouraged.

Travel Information Travel Preferences – Select your preferences for airfare, hotel, and car rentals. Frequent Traveler Programs - Add any travel loyalty programs that you belong to. My Travel Network – Enroll to automatically connect to Concur Travel Partners. Receive UD’s negotiated rates. Get e-receipts from participating programs, which will be waiting for you in Concur Expense. Access your travel plans anytime on any device, using Concur or TripIt. Advantage Programs – Add program information for Amtrak Guest Rewards. Unused Tickets – If you have unused air tickets, you will see them here. Southwest Ticket Credits – You will see any Southwest ticket credits here.

Travel Information continued… TSA Secure Flight – Enter your DHS redress and/or TSA pre-check number(s) if applicable. International Travel – Enter your Passport or Visa number if you travel internationally. Assistants and Travel Arrangers – Add anyone who will be booking travel on your behalf. Credit Cards – Add your UD Credit Card information if applicable. Check the items that the card will be used for.

Questions? AskConcur@udel.edu udel.edu/procurement Procurement Services 302-831-2161