Accessing the Profile. Concur User Guides. 1. From the Concur homepage click Profile, then Profile Settings

Transcription

1 Cncur User Guides Updating Yur Prfile Purpse: Verifying and updating yur infrmatin in the prfile is the first thing all new users shuld d when they lg int Cncur. Accessing the Prfile 1. Frm the Cncur hmepage click Prfile, then Prfile Settings 2. There are five categries f settings: Yur Infrmatin, Travel, Request, Expense, and Other Settings. This guide fcuses n Yur Infrmatin and Travel Settings. Additinal guides are available fr the remaining prfile settings. April 2018 Questins? Cntact travel@fsu.edu Page 1

2 Cncur User Guides Yur Infrmatin Persnal Infrmatin Name: The cmplete name shuld match yur gvernment issued pht ID, such as a driver s license r passprt, which yu will present t airprt security. If first/last name are different than what is n user s pht ID, please cntact travel@fsu.edu. First and Last name will be ppulated frm yur University OMNI HR recrd. Verify r add Middle Name and, if applicable, Suffix t match yur gvernment issued ID. If user needs t mdify and is unable, cntact travel@fsu.edu Ensure infrmatin is crrect. User cannt mdify again after saving. Click Save. Cmpany Infrmatin: Autmatically ppulates Wrk & Hme Address: Optinally, yu may enter wrk and hme address. Cntact Infrmatin: Required Enter a wrk and hme phne number; these can be cellular r land lines Optinally, yu may enter a mbile phne. Addresses: Required April 2018 Questins? Cntact travel@fsu.edu Page 2

3 Cncur User Guides Verify yur address accunt will autmatically be upladed int the Cncur Travel & Expense system, but yu must verify yur address within Cncur by clicking the Verify link. By verifying yur address, Cncur can assciate yur address with yur Cncur accunt. Once yu verify yur address, yu will be able t frward any electrnic receipts t receipts@cncur.cm. They will then be displayed in the Available Receipts in the Expense prtin f the applicatin. It als enables itinerary infrmatin t be ed t plans@cncur.cm. Additinal wrk and persnal addresses can be added by clicking Add an Address. Enter the address and select whether yu want travel ntificatins t be sent t that . Click OK. T verify the address, click the Verify link. Check yur fr a verificatin message frm Cncur. Cpy the cde frm the message int the Enter Cde bx next t the address. Click OK Emergency Cntact Infrmatin: Optinal, but when traveling, if there shuld be an emergency, Wrld Travel Services will have access t the Emergency Cntact infrmatin. Travel Preferences: Optinal, but recmmended fr frequent travelers If yu participate in Frequent Traveler Rewards prgrams, click Add a Prgram Enter air, car rental, and htel Frequent Traveler prgram infrmatin Click I Agree t the terms and cnditins TSA Secure Flight April 2018 Questins? Cntact travel@fsu.edu Page 3

4 Cncur User Guides Enter yur gender and date f birth If yu have a TSA Pre-check number, it can be entered Internatinal Travel: Passprts and Visas Recmmended fr Internatinal travelers Fr internatinal travel, entering Passprt r Internatinal Visa infrmatin ahead f time will allw it t be available when using Cncur/Wrld Travel t bk travel. Nte: User's date f birth will be masked after editing it. If unsure that DOB is crrect, users may re-edit the date. Click Internatinal Travel Enter Passprt r Internatinal Visa Infrmatin Click Save Credit Cards: Recmmended FSU recmmends the FSU travel card. If yu d nt have an FSU travel card, please wrk with yur department travel representative r the University Travel department n determining if ne wuld suit yur needs. Once yu btain a t-card, click Add a Credit Card. A windw shuld pen (check fr ppups) t fill in the fields. April 2018 Questins? Cntact travel@fsu.edu Page 4

5 Cncur User Guides Fill in the required fields: Display Name: A name t distinguish the t-card frm any persnal cards (i.e. FSU T-Card) Yur name as it appears n this card: Must match card exactly Card Type: VISA Credit Card Number: Must match card exactly Expiratin Date: Must match card exactly Use this card as the default fr: Plane Tickets, Rail Tickets, Car Rentals, Htel Reservatins. Billing Address: Street: 5607A Univ. Center City: Tallahassee State: Flrida Zip/Pstal Cde: Cuntry: United States f America If desired r required, a persnal credit card can be entered int the prfile and will be available fr purchasing plane tickets, r htel and car rental reservatins. April 2018 Questins? Cntact travel@fsu.edu Page 5