Concur - Setting up a visitor

OnlineNew

Short e-learning course covering how to set up and pay expenses to a visitor via Concur.

This course is mandatory for any member of staff who will require access to the visitor onboarding form which is used to set up the visitor account in Concur.

University of Cambridge staff who will be setting up visitors in Concur and using the system to pay expenses.

• Definition of a visitor for the purposes of using Concur
• Setting up a visitor account using the onboarding form
• Acting as a delegate for a visitor
• Communicating with the visitor regarding expense claims

By the end of this course participants will understand:

• Who can be set up as a visitor

• The process of setting up a visitor

• How delegates can be used for visitor claims

• Research participants vs other visitors

• Where to find the onboarding form

• How to complete the onboarding form

• The requirements when adding bank details

• How to act as a delegate

• The key points to remember when setting up a visitor

Online course. A certificate is available upon completion of the course. It is highly recommended to download as a .pdf for your own records.

Approximately 30-45 minutes to complete followed by a mandatory knowledge check.

• Concur visitors - Department briefing workshop