New Traveler/Entertainment Host in Enrollment Services?

As a new traveler/entertainment host for the Enrollment Services cluster, you must first complete available Concur Training Session 1 and Session 2 on the BFS Website. 

Once you’ve completed the necessary training, it’s time to set up your department delegate and apply for a Travel/Entertainment Card.

While Travelers/Entertainers are responsible to submitting requests and expense reports through Concur, each employee will need to add a delegate from the Administrative Unit to ensure requests are within UCSB Policy and that proper accounting details are being used upon final submission of any Concur requests.

1. It is required that you add your respective department delegate to your Concur profile.

• Department Delegates:
  • Admissions: Mariella Cazares Flores (PRIMARY)
  • Early Academic Outreach: Gabriella Piazza (PRIMARY)
  • Financial Aid & Scholarships: Alina Murillo (PRIMARY)
  • Grants & Development: Alina Murillo (PRIMARY)
  • Registrar: Gabriella Piazza (PRIMARY)
  • Promise Scholars: Alina Murillo (PRIMARY)
  • Campus Sustainability Programs: Joseph Gonzalez (PRIMARY)
  • Career Services: Elizabeth Brock (PRIMARY)
  • Veterans & Military Services: Elizabeth Brock (PRIMARY)

HOW TO ADD A DELEGATE IN CONCUR

*Note* Ensure you allow your delegate full access. Your Primary delegate should be your contact prior to submitting any requests in Concur. 

2. Apply for the Travel/Entertainment Card.

HOW TO REQUEST A NEW T/E CARD

Your application is not complete if you do not attach both of the required documents: 
- Proof of completion of the LMS Card Holder Course via UC Learning Center (Attach Certificate)
- A complete Travel & Entertainment Card Holder Agreement (Review, Sign, Attach). Ensure to include the final copy containing the signature of our ES Financial Unit Authority Approver, Sylvia Vargas. 

3. Activate your new Travel/Entertainment Card as soon as you receive it.

• Call the number on the back of the new card to activate it. Once the card is activated and used by the employee, the card will automatically be linked to the employee's Concur profile within 3-4 days. 

4. Provide the last 4 digits of your Travel/Entertainment Card to your delegate.

• Send an email to your delegate letting them know that you have obtained your new card and will be using it for business related expenses moving forward. Providing them with the last 4 digits of your card will allow them to ensure the proper expense types are being submitted in your Expense Reports so that the expenses are allocated to the right accounts.