Poly Travel

Poly Travel is a managed travel program powered by Concur. It provides faculty and staff an easy way to efficiently arrange travel as well as complete and approve expense reports whether on the road or on campus. This program not only allows travelers to receive assistance while on the road but also simplifies the reimbursement process by reducing reconciliation burdens and improper payments with centrally billed procurement and travel cards.

Poly Travel is made up of 4 major components:

1. The Concur Tool, an efficient web and mobile tool managing travel and expenses anytime and anywhere.
2. A Concur Travel Card which conveniently pays travel vendors directly and feeds charges right into the expense tool for ease of expensing travel charges
3. Christopherson’s Business Travel, a new travel management company supporting both individual and group travel through Concur and/or phone
4. Updated Travel Policy guiding travelers and their managers through the process and compliance

Poly Travel Roll Out - suspended until 2021.

Please email polytravel@calpoly.edu for Concur training on an as-needed basis for 2020.

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Concur Overview

Concur allows you to request, book, and expense travel all in one tool.

• 3 Modules: Request, Travel, Expense Report
  • An approved Request is the key to a simplified and satisfactory experience; it will allow you to…
    • book your trip in Travel so you can book and reserve air, car, and/or hotel
    • submit an Expense Report (claim your travel)

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Concur Approval Flow

Concur has a two-approver process; three for banned state and/or international travel

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Poly Travel

Poly Travel empowers the user to manage their travel anytime, anywhere

There are 4 roles in Concur:

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International Travel

Staff and faculty international travel conducted as Cal Poly business now starts in Concur. Student international travel must start with the Cal Poly International Center. Travel abroad may include activities such as attending conferences, participating in tours, conducting funded research, or taking students on non-credit international field trips.

Travel requests for staff and faculty are started in Concur. The International Center will review the travel request as a part of the approval process in Concur.

Expenses related to international travel should not be incurred until you have completed the international travel request and received confirmation from Concur that your travel request has been approved.

Please note: there is no need to complete an international travel packet or purchase Cal Poly foreign travel insurance for U.S. Territories such as Puerto Rico, Guam, Northern Mariana Islands, the U.S. Virgin Islands or American Samoa.

https://abroad.calpoly.edu/index.cfm?FuseAction=Programs.ViewProgramAngular&id=10925

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Guides and Tutorials

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