Travel Request Resources & Guides

Travel Request Process

Travelers must complete and submit a Request in Concur for all domestic and international travel. The Request must be approved prior to booking the trip or paying for any trip expenses, including conference fees.

Travelers are required to justify trip. To do so select the correct Trip Purpose and include a statement how the trip will benefit the University.

New users must set up their Concur Profile before starting a Request.

Refer to the "Start a New Request" tab below for guides on creating a new travel Request. Once you complete and Submit your Request, it will automatically route to your designated budget and manager approvers. Once approved, you can begin to book and pay for your travel expenses.

Changes to your travel itinerary will require a new, approved travel Request when there is:




CSU Trip Purpose Standard Definitions

  • Athletics: Any athletics or team travel, except recruitments.
  • Campus Visits (Chancellor’s Office Only): Campus visits specifically for the Chancellor's Office.
  • Competition (Non-Athletic): Non-athletic competition such as debate, dance, etc.
  • Conference: A formal meeting over multiple days involving people with a shared interest, held regularly by an association or organization.
  • Employee Recruitment/Interview: Only intended for non-employee policy. Global audit rule exists to prevent usage on employee policy.
  • Field Research: The collection of data outside a laboratory, library, or workplace setting.
  • Field Trip: Triggers group travel guidelines, typically includes travelling with students.
  • Meeting: In-person gathering of two or more people outside of the local area to achieve a common goal/business purpose, such as committee meetings. Includes multiple expense types (e.g., air travel, mileage, overnight stay).
  • Mileage/Parking Only: Intended for mileage, parking, tolls for day trips (not overnight) such as travelling to local or satellite locations. May be recurring.
  • Other: Selected when no other category applies.
  • Presentation: Intended for speakers who travel to another location to participate or present a topic.
  • Professional Development: Targeted training sessions, career training, continuing education, classes/workshops not part of a conference.
  • Recruiting: Athletics, student, outreach, or other recruitment-related travel.
  • Unintended Transaction: A non-travel related credit card expense which must be reconciled within Concur. Typically occurs when the incorrect payment method is selected by mistake.

Questions?

Regarding the Concur Travel Process:
Concur - Poly Travel
Email: polytravel@calpoly.edu
Call: (805) 756-1717

Regarding International Travel with students:
Cal Poly International Center:
Click here for more information

Travel Updates