Financial Services
Travel Services
Home Request and Expense Delegates (Travel Arranger)

Request and Expense Delegates (Travel Arranger)

This form can be submitted to notify Travel & Reimbursement Services to add/update traveler and travel profile info in Concur. Access is usually granted within 1-2 business days.

Once a traveler has received access to Concur, please ensure the traveler profile is up-to-date. The profile can be maintained by the traveler themselves or by a Travel Delegate.

Delegates are employees who are allowed to perform work on behalf of other employees. Expense and Request share delegates. By assigning permissions to a delegate, you are assigning permissions for Expense and Request.

Travel Delegates should provide training info/materials to the travelers in their department. Please refer to the Online Training page for required training info.

If you have more than five travelers to upload, please fill out this Excel form and send to travel_questions@utah.edu. If the Excel form link does not work, right-click and choose "Open in New Incognito Window" or right-click and choose "Save Link As."

Request and Expense Delegates (Travel Arranger)

Concur User Setup

Concur access is for university employees only. Non-employees, including students, are reimbursed in ePR for out-of-pocket travel expenses.
Name
Name
First
Last

Travel Delegate Details

Name
Name
First
Last

User Profile Default Chartfield Information

Enter the chartfield you would like used as the default on this user’s profile. If no default is specified, the default used will be the greatest allocation from the user’s payroll distribution (either an Activity for BU 01 users or Org ID for BU 02 users).

• For Campus users: Select BU 01 and provide a 5-digit Activity.
*Note: Projects cannot be used as a user’s default, but can be used to allocate any expense at the time of expense report submission.

• For Hospital users: Select BU 02 and provide a 5 digit Org ID.

Business Unit