Overview

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This article serves as the guide for the delegate import process and provides step-by-step instructions on how to get added as a delegate for more than 10 people.

Critical Concepts

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• The article is intended for employees who need to be added as a delegate for more than 10 people in Concur
• This process should be used for new employees who are going to be a delegate for multiple people within their department OR existing employees who transferred to a new department
• If you don't have more than 10 people, the user will have to manually add you as their delegate
  • Provide article KB0031969, How to Add a Request Delegate and an Expense Delegate in Concur to the individual who needs to add you as their delegate
• You can be added as a delegate to a maximum of 250 people
• Delegates cannot be deleted in mass
  • To remove delegates, go to your Expense Delegate section under your Profile Settings, select the Delegate For tab and then choose which user you will no longer be a delegate for

Steps to Take

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1. Download the Mass Delegate Import Process Excel Spreadsheet
   
   
2. Follow the steps outlined in the Instructions tab of the Excel Spreadsheet and fill out the ADD Delegates tab
   
   NOTE: You should only use one spreadsheet per delegate as shown in the screenshot attached:  
   
   
   
   
3. Submit a Ticket to Budget and Finance Support as follows:
   • I want to: Ask a Question or Make a Request
   • About: Travel
   • Related to: Concur Bookings
   • More Specifically: Concur Traveler Profile (Delegates)
   • Subject: Delegate Import Request
   • Description: Please find the Delegate Import Speadsheet attached. 
     
     
4. Attach the completed Excel Spreadsheet to the Services & Support ticket and add your Primary Financial Unit Approver as a Watcher
   
   
5. The Financial Unit Approver who you added as a Watcher will need to review the spreadsheet and grant Approval by responding in the Services & Support case
   
   NOTE: The Financial Unit Approver can either grant approval within the case OR an email thread can be attached that shows proof that the Financial Unit Approver granted approval
   
   
6. Once the mass delegate import process has been completed, the user(s) will receive an email notifying them of who was added as their delegate