Set Up a Concur Request Delegate

Overview

If an individual in your department has the job duty of assisting you with creating your Concur Travel Requests, this guide will walk you through how to set them up as your Request Delegate.

If needed, an employee can set up more than one Request Delegate.

Note, a Request Delegate can create a Travel Request on behalf of an employee they are a Delegate for, but they cannot submit the Travel Request, only Notify the employee it is ready for their submission.  Travel Requests MUST be submitted by the employee traveler.

Travel Request Policy

  • Out-of-State & International travel must have an approved Travel Request(TR) completed in Concur before making travel arrangements. Employees must complete TRs no later than 14-days before domestic and 30-days before international travel.

  • A TR is not needed when traveling in-state, or when traveling to a border city if there is no overnight stay.

Questions and Assistance

  • For Travel Request questions and assistance, please contact Travel Services at travel@ku.edu or the Financial Services help desk at concurhelpdesk@ku.edu.

Step One:

Go to Profile Settings and select Request Delegates.

Image of navigation to Request Delegates

Step Two:

Select Add, enter the employees' name that you want to make your Request Delegate and select them from the list, then hit Add.

Image of adding a Delegate

Step Three:

Check the Can Prepare box and Save.

Image of granting Can Prepare Delegate access

Step Four:

If you are ready to exit Concur, the Sign Out is found in the upper right-hand corner where Profile Settings is found.

Image of Sign Out from Concur