Regarding approvals in Concur, there are two different layers:
First layer = Direct Supervisor. Non-negotiable. Determined by the HR system and called 'reports_to'
Second layer = Up to 3 levels of designated approvers, as set up in the DOA Module, by Dept ID and Function ID [TR vs TE].
This is how the TR and TE designations are defined:
TR = All Concur Requests* [R for request]
TE = All Concur Expense Reports [E for expense]
Concur does not differentiate between travel reimbursements, non-travel reimbursements, and Procard statement reconciliation. In the Concur system, they are all expense reports.
There is no separate workflow for ProCards versus Travel. Instead, we have two workflows for the DOA Approvers:
TR Concur Requests
All Requests [Authorizations, or pre-approvals] go through the TR workflow. *Hospitality requests are the exception, as they are auto-approved.
TE Concur Expenses
All Expense Reports [Reimbursements, ProCard statements] go through the TE workflow.
The DOA approvers are where a department can have the most control. However, it cannot be different for travel and procard. Whatever structure you choose will apply to all Requests [TR] and Expense Reports [TE] in the system.
To request additions or updates to the DOA for Concur - reach out to your college or division DRO for assistance.
If an employee's 'reports_to' is blank, or their 'reports_to' needs to be changed - submit the Position Management Action Form in DocuSign that is linked from the Position & Job Reporting Structure Report webpage under People and Culture [formerly UP].