1. CIMMS Employee Travel Training Presented by Tracy Reinke, Tanya Riley and Jamie Foucher March 23, 2016

2. Concur Login Screen (www.concursolutions.com)

3. Profile Settings (top right under profile arrow)

4. Profile Options

5. Personal Information (home address)

6. Vehicle Tag Number (Expense Information)

7. Travel Authorization Procedure Follow same procedure as before with signatures Revised authorization form on internal website Contact Travel Agent to pick your flights – give them your travel card number Our office will let them know when we have received the authorization form to finalize purchase of plane ticket

8. Revised Form (Only change is if you are taking personal days we need to know what those days are)

9. Email you will receive once CIMMS staff enters your travel authorization form in Concur

10. Travel Requests are under Authorization Requests

11. Click on the new authorization request

12. Click RED button at the top right to submit

13. If you do not submit the request, a travel reimbursement cannot be processed!

14. Travel Reimbursement Our form has been adapted for use with Concur Receipts are still required Agenda is still required Important changes to note: How you got to/from airport (circle appropriate answer) Indication if you used the OU travel card or personal funds for the various types of expenses Specific request regarding meals provided (including breakfast)

15. New Travel Reimbursement form available on internal website

16. You will receive an email from Concur once our office completes your reimbursement

17. You will need to view your Open Requests to review your reimbursement

18. This is the list of your travel expenses along with your reimbursement reports

19. You must click the RED button to submit your claim and get reimbursed

20. Understanding the Online Reimbursement Per diem shows up in 24 hours blocks beginning with first day of travel If you use OU card for meals your per diem will be deducted Meals provided are deducted It is possible that you will have a zero dollar per diem for the last day Hotel has to be itemized by nightly rate and then taxes Designated hotel must be documented – provide information from conference Mileage is determined from your personal address in Concur unless otherwise specified on your reimbursement form

21. Basic travel information can be found on our internal website http://www.cimms.ou.edu/internal/travel/