Concur Instructions: User Profile Setup
Overview
All active OSU employees, including student employees, will have initial profiles set up based upon their active human resources (HR) employee record.
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Important Information to Update in Your Concur Profile
It is important to review and update your user profile before you begin using Concur, especially if you plan to book travel using Concur or if you plan to book travel with CTP, our contracted travel agency. Some sections of your Concur user profile must be completed before travel can be booked, including full name, contact information, emergency contact, and TSA information.
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Steps to Set up Concur User Profile
Step 1: Log into Concur
You can access Concur through the My OSU Dashboard. Once logged into the dashboard, search for “Concur” in the search bar and click the “Concur Travel & Expense” link that has the Resource icon next to it.
Upon successful login you can modify your user profile and add additional information.
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Step 2: Access Your User Profile
From the Concur homepage, click the Profile icon in the top right corner, and from the dropdown menu select Settings.
Step 3: Review/Update the Following Sections
At a minimum, we recommend all users to review and/or update the following sections:
- Name
- Contact Information
- Email Addresses
- Emergency Contact
- TSA Secure Flight
- Passports & International Visas
Review & Update Personal Information
Make certain that the first, middle, and last name shown is identical to that on the photo ID that you will be presenting at the airport.
- The Title field can be edited by selecting your title from the dropdown menu.
- The First Name and Last Name fields are grayed out and cannot be edited. If there are issues with how your name appears in these fields do not book travel and immediately contact HR Support Services to have your legal name updated.
- The Middle Name field is required; if you do not have a middle name, select the associated check box to indicate No Middle Name.
- The Suffix field can be edited by selecting your suffix from the dropdown menu.
Update Contact Information
Make sure your contact information is up to date, especially if you plan to book travel with CTP (our contracted travel agency). Work Phone, Home Phone, and Mobile Phone are required fields.
Review & Verify Email Address
Your OSU email is automatically added to your Concur profile. We recommend that you go through the email verification process as it allows you to be able to forward emailed receipts from your verified email directly to Concur. You can add additional emails, such as a personal email, if you would like to be able forward receipts from your personal email for use in your expense reports.
Verify Email Address
Click the Verify link next to your OSU email address. A pop-up window will appear, notifying you that an email has been sent to your OSU email address and you will need to copy the Verification Code from the email and paste it into the Enter Code box below.
Once you verify your email address, Concur can associate information forwarded from that email address to your Concur account. With your verified email address, you can forward your receipts and/or images to [email protected] to have your receipts uploaded into your Concur for use in reports.
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Update Emergency Contact
Make sure this section is updated and kept current with the name and contact information for whomever you designate as your emergency contact. The Name and Phone for your emergency contact are required fields.
Update TSA Secure Flight Information
All travelers are required to update their gender & date of birth under the TSA Secure Flight section. If you have DHS Redress number or TSA Pre-Check, you should also enter this information.
Passport and Visa Information
If you are planning to travel internationally, please enter your passport or visa information in this section. Note: This is not required information unless traveling internationally.
Once your entire profile has been completed, click any of the visible Save buttons.
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Troubleshooting
If you need access to Concur, or previously had access & are now unable to login, please reach out to our office so we can advise you on how to proceed.
Is the wrong supervisor listed in Concur? Is your request or expense report not routing the way you expect it to? Reach out to our office so we can research this for you.
Is your name listed incorrectly in Concur? HR Support Services can assist you in updating your legal name in Banner. It will take an overnight process for your updated name to load into Concur, so if you need to book travel immediately please reach out to our office.