Concur

Cal Poly Pomona has adopted Concur as our electronic travel request and expense management system.  The Concur system is a cloud based solution offering paperless, electronic travel request and expense reporting for campus business related travel.  It is a self-initiated process, where the traveler is able to submit Travel Requests and Expense Reports electronically; including the entry of trip details, uploading of supporting documentation, and the routing of approvals to the appropriate campus Administrators. 

The system should be used for University employee (faculty/staff) business related travel that is funded through the following: 

  • State funding
  • CPP Foundation Account funding
  • CPP Foundation Contract and Grant funding
  • CPP Philanthropic Foundation *coming soon*

Campus Roll-Out

Proposed Roll-Out Timeline for Concur:

 January 2019
  • College of Science - Academic Pilot
March 2019
  • Finance and Administrative Services - Administrative Pilot
April 2019
  • Division of Information Technology - Administrative Pilot
  • University Advancement - Administrative Pilot
June 2019

 July 2019

August 2019

September 2019

October 2019

November 2019

  • Concur Faculty Training - November 4, 2019 from 9 a.m. to 11 a.m. (reserved for College of Env. Design)
  • Concur Faculty Training - November 4, 2019 from 2 p.m. to 4 p.m. (reserved for College of Env. Design)
  • Open Session Faculty and Staff Training - November 6, 2019 from 9 a.m. to 11 a.m. *No registration needed*
  • Concur Training - November 13, 2019 from 9 a.m. to 11 a.m. (reserved for Academic Senate Office)
  • Open Session Faculty and Staff Training - November 13, 2019 from 2 p.m. to 4 p.m. *No registration needed*
  • One-on-one Training with UAS Staff - November 18, 2019 (by appointment)
  • One-on-one Training with UAS Staff - November 20, 2019 (by appointment)
  • One-on-one Training with UAS Staff - November 25, 2019 (by appointment)
  • One-on-one Training with UAS Staff - November 27, 2019 (by appointment)

December 2019

  • Open Session Faculty and Staff Training - December 2, 2019 from 9 a.m. to 11 a.m. *No registration needed*
  • December 2, 2019 - Accounts Payable will no longer accept paper travel claims

*Please note, dates may be subject to change.*

Training Library

How to User Guides 

SumTotal Resource Bundle

Videos 

 

Concur Project Implementation Team

Name

Role

Email

Joe Simoneschi

Associate Vice President, Finance & Administrative Services

jsimoneschi@cpp.edu

Jorge Lomeli

Associate Vice President, Project & Process Management

jllomeli@cpp.edu

Michelle Cardona

Director and Controller, University Accounting Services

mdcardona@cpp.edu

Helen Lee

Accounts Payable Coordinator

helenlee@cpp.edu

Functional Contacts

If you have questions regarding the Travel Procedures or how to use Concur, please contact:

Travel@cpp.edu 

A staff member from University Accounting Services/Accounts Payable will contact you to address your question.

Technical Contacts

If you have technical questions regarding the Concur system, cannot log into the system, or your default approvers need to be updated, please contact:

concurtech@cpp.edu

A staff member from IT will contact you to address your question.