Concur Automated Welcome Back Email


Jodie Seaton had noticed the travelers she supported were not aware of all the documentation they needed to turn in for their reimbursement to be completed.  She thought it would be a good idea to have a checklist sent to the traveler when they returned from their approved trip.  We discovered the welcome back email we had setup was broken.  This was quickly fixed with the help of our FMS team.  During our Pay in 30 effort, this was enhanced by sending the checklist to the traveler before they leave.

Fellow Change Agents:

Stephanie Howser

Impact of idea:

Increased traveler awareness of critical information for smooth Travel Reimbursement requests

Front of Stauffer Flint Hall
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