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Creating Your eTravel Profile

Creating Your eTravel Profile. Tarleton State Office of Business Services. Log into Tarleton SSO menu. Choose eTravel /Concur Click on Profile Choose Personal Information Verify your name is the same as what is on your driver’s license Fill in all required blanks marked in orange

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Creating Your eTravel Profile

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  1. Creating Your eTravel Profile Tarleton State Office of Business Services

  2. Log into Tarleton SSO menu • Choose eTravel/Concur • Click on Profile • Choose Personal Information • Verify your name is the same as what is on your driver’s license • Fill in all required blanks marked in orange • Add as much or as little personal information as you wish. You can update or delete information at any time. • Frequent Flier miles and Hotel Rewards can be added into profile • Personal Credit Card can be stored and incrypted for privacy - optional

  3. Add Travel Arrangers/Assistants • Find the box for adding travel arrangers and assistants • Click on “Add Assistant” on the right side of the box • Type the last name of your assistant in the “search criteria” space • Click “search” • The line below will have a drop down box – choose your assistant from that box. • Check box boxes – “can book travel for me”, “is my primary assistant for travel” • Save

  4. Add an Expense Delegate (to be able to process your requests and Expenses) • The left hand menu on the profile page has a section entitled Expense Settings • Click Expense Delegates • Follow the prompts to “add” a delegate. • Check all boxes allowed except “can approve” unless the person who does your paperwork is also an account signer. • Click Save

  5. Active E-receipts • On the left hand menu under “Other Settings” choose “E-Receipt Activation” • Read the terms and accept • This will allow charges on any credit card you enter to be automatically submitted into the system for your use.

  6. Edit Email settings • There are 2 places to edit your settings • Click on Expense Settings and then Expense Preferences. • You must check the boxes under “Prompts” • Click on Other Settings and then System Settings to check your other options • Check your time zone and update to Central

  7. Your profile is now Complete • For additional help with the new eTravel system, training can be found on the Business Services website as well as answers to many of your questions and videos that will walk you through step by step. • For all other questions you may contact: • Leah Bartelt bartelt@tarleton.edu X9434 • Marenda Horton mhorton@tarleton.edu X9928

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