Concur Registration Create a new Account and Profile Tips

Transcription

1 Concur Registration Create a new Account and Profile Tips

2 Activating Your Account and Travel Profile Creation 2

3 New Users - Online Booking and Profile To complete a travel profile and / or book travel online Employees can self-register by going to: REGISTER AN ACCOUNT ONLINE BOOKING Complete the registration form: Your Concur Login is your Berry Plastics Business Address. Make note of the unique password created. Log in immediately from the link provided and complete a profile or log in later to complete your profile. You will receive an that includes a link to access Concur or save this link as a favorites for easy access to the booking tool site: If you are experiencing difficulty logging in for the first time, contact Travel Leaders ecommerce support team. For Technical and Navigational Assistance with Online Booking and Profile questions contact: Travel Leaders E-commerce Support: or ecommerce@travelleaders.com. For Questions about Berry Plastics Travel Program contact: Patrick Fairchild at patrickfairchild@berryplastics.com 3

4 New Users - Registration Use the link on the Business Travel Guide or go to MyBerry and use the link Complete REGISTER all fields A TRAVEL on the Registration ACCOUNT Page. Complete The only all fields approved on the Registration domain is Page. berryplastics.com The only approved domain is Click berryplastics.com SUBMIT to continue. Click SUBMIT to continue. 4

5 Registration Confirmation The next page will confirm registration. A link is provided to immediately log in to Concur. Use the username ( ) and unique password created during registration. An will be delivered confirming completion of the Registration process. 5

6 Travel Booking Home Page Review the Company Notes area for important program information and updates. Before booking travel complete ALL pages of your travel profile. 6

7 Log In Page for Online Booking Tool After Completing the Registration Log in to book travel: Enter your Username (Berry ). Enter the Unique Password created during registration. Use the link Forgot your Password? to reset a Password. A link to this log in page is also available on the Business Travel Guide and on the Berry Plastics intranet. 7

8 Profile Pages Click the Profile tab and the View displays each profile area separately. When adding all information for the first time, go to Personal Information and one scrolling page of all profile areas will display. 8

9 Profile Pages Complete your profile when logging in for the first time before you book any travel. REQUIRED fields are marked by the [Required] icon. The name field must match the PHOTO ID used for air travel. If the name field does not match your PHOTO ID, contact ecommerce support at to edit this field. Note: users are able to edit the middle name field. The next 8 pages review all profile fields and information to be entered. 9

10 Company Information Review the Company Notes area for important program information and updates. Before booking travel complete ALL pages of your travel profile. 10

11 Contact Information Work and Home address are not required fields but recommended to complete. Use the Assigned Location drop down to quickly enter a Business address. Emergency Contact address will populate when entering a home address. Enter your emergency contact person s name. SAVE each area as you complete the fields or SAVE one time when finished entering info. 11

12 Telephone and Info If there is a Primary Arranger assigned to your profile, that person will also receive the ticketed itinerary invoices. It is not necessary to add the Primary Arranger in this area. See slide 16 Contact Information is important for Travel Leaders. A Work or Home Phone field is required. It is important for TLC to have a Mobile Phone number on file. Enter your Mobile number in the Home Phone field also if you prefer not to provide a home number. Your address will be populated. 2 and 3 can be a personal address The s listed in your profile will receive all notifications from Travel Leaders including ticketed itineraries. 12

13 Travel Preferences & Membership Numbers Enter your Travel Preferences and personal Membership numbers to ensure credit on all your booked trips. NOTE: the profile information entered online is used by the Agents when making full service bookings so they will always have the most updated profile information. Under Frequent Traveler Programs enter Air, Hotel and Rental Car program numbers at one time. See next slide 13

14 Adding Membership Numbers The pop up box will display when you Add a Program Follow the format instructions for entering Airline, Hotel and Rental Car membership numbers. Be sure to check Search this vendor. Add 5 numbers at a time and begin the process again for the next 5. Save the window between each set of entries. 14

15 TSA and Passport Information Log In the first time and complete the registration pages. Required fields are marked by an asterisk* TSA information including Birth date and Gender must be populated in your profile. International Travel requires passport information in every reservation. Passport data is not required in the profile but users will be reminded to add. 15

16 Travelers can assign other users as Travel Arrangers. Go to Add an Assistant the pop up box will display; enter a name or to search for the arranger. From the results in the Assistant drop down, choose the name to be attached. Check the box Can book travel for me. One arranger can be delegated as the Primary assistant who is automatically copied in on all notifications and itineraries. The profile page will display all names attached to your profile. Arrangers are notified via when they have been added to another profile. You can refuse self assigning delegation so that other users cannot assign themselves to book for you. 16

17 Notifications for Arrangers When an assistant / arranger is added by an end user to their profile or an arranger self assigns a traveler to their profile, an notification goes out to both parties. In the Contact Information area back up arrangers s can be added if these arranges regularly need to receive the ticketed itineraries. The Primary Arranger will always receive these itineraries. 17

18 ADD A CREDIT CARD The USD BTA credit card is the primary credit card used for all air travel. Users have the option to use the USD credit card for AIR travel or designate their personal card for air travel. USD employees must add a personal credit card to be used for hotel guarantees and rental car. Service Fees for Hotel and Car only bookings will be charged to the personal credit card on file (hotel and car charges will be applied at the end of travel). Go to Add a Credit Card The pop up box displays enter all information including checking the boxes to assign this card as the default card for hotel and car rental service fees and charges. Billing address is not marked as required but MUST be entered for certain carriers, such as Southwest. SAVE the entry. The profile page displays the entered card and is encrypted. Multiple cards can be entered if necessary. If you have not SAVED profile information as entered do so now to SAVE all entries. 18

19 Tips for Travel Arrangers Access Assigned Travelers for Booking Self Assigning Delegation Travel Arranger View 19

20 Travel Arrangers Users should always log in as themselves. From the home page if you are assigned to others to book travel, choose the name of the person you wish to book or update a profile for from the drop down list. Make sure the page refreshes and now displays the person you intend to book for or update a profile for. See next slide to self assign others to your profile. 20

21 1. Self Assignment for Travel Arrangers Always Log In to Concur as yourself. To assign yourself as a Travel Arranger for another profile follow these steps: 1. Next to: You are administering travel for: Me Click SEARCH. 2. Type the last name of the person in the box, You are administering travel for. A list of results will display. 3. Select the name of the person you need access to from this list. Hit OK 4. The page will refresh and now display the selected name. You are able to book for that person immediately. An is sent to the traveler to advise of your assignment. The next time you log in, all names of employees attached to your profile will appear in the drop down box. 21

22 From the Travel TAB - Arrangers can access traveler s information from the Arrangers link. From this view, access an assigned traveler in Choose a Traveler. Review Upcoming Travelers reservations for assigned travelers and review the details of all travelers assigned in I m Assisting. 22

23 Contact ecommerce Support for Questions about Online Booking and Profiles Assistance available Mon. Fri. 8 am 9 pm ET Additional training materials are available on the Concur home page under Company Notes tab 23