WestEd.org HELP GUIDE: ADDING A DELEGATE TO YOUR CONCUR PROFILE

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HELP GUIDE: ADDING A DELEGATE TO YOUR CONCUR

PROFILESetting up

Delegates for Processing

Travel Expenses for the PITC PQ 2015 Advanced

Training

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Important tips:

Adding a “Delegate” to your record allows that person to create a Travel Request record under your name.

Your Travel Request record should be an accurate representation of the details of your trip, as well as an estimate of the costs you will be reimbursed. For this reason, you must contact your designated Delegate with the details of your travel. The deadline for providing this information (via email or phone) is March 23, 2015.

Please view the following slides to set up your profile accordingly.

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Please log into the Concur page on the WestEd intranet and go to your Profile page.

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Under your profile Request Settings, click on the “Request Delegates” link.

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Next, you must add the appropriate Delegate (Matthew Gunnison or Melissa Clason) by searching for their names.

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After adding the appropriate Delegate, select all the checkboxes indicating which actions your Delegate can perform.

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Click Save to review your changes.

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Next, go through the same steps to add the same delegate under your profile Expense Settings, by clicking on the “Expense Delegates” link.

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Next, you must add the appropriate Delegate (Matthew Gunnison or Melissa Clason) by searching for their names.

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After adding the appropriate Delegate, select all the checkboxes indicating which actions your Delegate can perform.

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Click Save to review your changes.

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In order for your Delegate to create your Expense Request in time for the event, please contact your Delegate by March 23, 2015, with the following information:

1. Dates of travel.2. Method of travel (flying or driving).3. Estimated flight or mileage costs.

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That’s it! Information about how to

process your Concur travel expense report after the event will be

provided at the Advanced Training.

See you in Walnut Creek!