Concur Travel
Kindred Travel Department
This guide is used to welcome Kindred travelers Concur Travel,
Kindred’s online system used to make travel arrangements and
accommodations. This document provides quick insight to
accessing the system, setting up travel profile, booking travel,
and managing your reservations. Training is also provided for
travel planners and approval managers.
Kindred Healthcare
January 2015
CONCUR TRAVEL
Table of Contents
Standard User Training ............................................................................................................................................. 3
Welcome................................................................................................................................................................. 4
Accessing the System ............................................................................................................................................. 5
Logging Into the System ......................................................................................................................................... 6
Entry to System....................................................................................................................................................... 8
Reviewing/Completing Travel Profile ................................................................................................................... 11
Company Information ................................................................................................................................. 11
Address ........................................................................................................................................................ 12
Contact Information .................................................................................................................................... 13
Travel Preferences ....................................................................................................................................... 14
Assistants/Travel Arrangers......................................................................................................................... 15
Credit Cards ................................................................................................................................................. 16
Setting up E-Receipts/Tripit.................................................................................................................................. 17
Booking Your Reservations ................................................................................................................................... 18
Out of Policy Selections ........................................................................................................................................ 27
Making Changes to Reservations ......................................................................................................................... 28
Share Trip.............................................................................................................................................................. 29
Travel Templates .................................................................................................................................................. 30
Other System Items .............................................................................................................................................. 31
Help....................................................................................................................................................................... 32
Travel Planner Training ........................................................................................................................................... 33
Travel Planners Overview ..................................................................................................................................... 34
Booking for Another User ..................................................................................................................................... 35
Arranger Center .................................................................................................................................................... 36
Cloning a Trip ........................................................................................................................................................ 37
Appendix A : Mobile App......................................................................................................................................... 38
Appendix B: Technical Requirements
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Travel Made Easy!
1 Login
2 Complete Profile
3 Book Reservations
4 Travel!
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Standard System User Training
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Welcome to Concur Travel
Welcome to Kindred’s online solution for travel management. This web based
system will enable you to create and manage online bookings/reservations.
Using this online system, you will be able to:



Search for flights, hotels, and car rentals from vendors selected by the
Kindred Travel Department.
Find, coordinate, and reserve your airline, rental car, or hotel for your
business travel.
Comply with Kindred’s travel policy while booking your reservations.
This document will provide you with the basic knowledge to utilize the system. More comprehensive help is
available within the system and easily accessible at any time using the provided help link. You can also find links
to printable help/documentation and guided visual tutorials from the Kindred Travel Department website on
Knect.
We hope you enjoy using Concur Travel!
Please note that this documentation only covers the Travel segment of the Concur system. If your account has
been setup to also report expenses and need assistance, please contact Kindred’s AP Department at
aptravelcorp@kindredhealthcare.com.
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Section 1: Accessing the System
Access to the booking tool is readily available from the Knect
Travel Department website. From the Knect menu, navigate to
Global > Travel to access the site. Links to Concur Travel are
located in a denoted section. Most Kindred full time employees
will have an account already setup and can follow the Existing
Users link to access the system. Click the link and following the
instructions presented in the remainder of this document.
Contractors
If you are a contractor at Kindred and are required to travel, click the
Contractor link. You will be required to submit a Security Request for system access.
Your manager must approve your request.
Due to TSA regulations, your name on all travel reservations must match the name on your government issued
ID. Please make sure your name is accurate on your security request.
You will be notified once the account is created. When you receive this notice, click the Retrieve Password link
to setup your system password.
Direct Access
Once the site has loaded, you may elect to bookmark or “favorite” the site for easy access from your computer.
For direct access to the site, type the following URL into your browser: www.concursolutions.com.
The Travel Department site also provides links to additional training and help documentation.
Important Note
Some departments in Kindred may not allow employees to book their own travel.
For these cases, travel will be booked by travel planners or administrative
assistants. Travelers will receive e-mail itineraries for all trips. These users will
only have access to view/modify their travel profile.
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Section 2: Logging Into the System
Returning users to the online system need to simply
supply their user name and password in the
designated fields and click the Login button. If you
previously used Concur for expense
reimbursement, you will need to use the password
you used previously to access the system.
If you are new to the Concur system, you will need
to setup your password for initial use of the system.
The default password for a new account is
“welcome” and is case-sensitive. You will be asked
to change this to a password of your choice.
Should you ever forget your password:
1. Click the “Forgot your password?” link located
beneath the Login button.
2. At the next screen, enter your Concur login ID. Your login ID is: your Kindred Domain ID@KNDTE,
where Kindred Domain ID is the login ID used to
access your Kindred computer. For example:
SmithJ@KNDTE.
Select “Send me an email with a link to
reset my password.”
Click Submit.
3. An e-mail will be sent to your default Kindred
account from the following address:
DoNotReply@concursolutions.com. Open the
e-mail.
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4. The link will direct you to the Concur Travel site with a page to setup your new password. You will need
to fill out all fields on this screen (new password, password confirmation, and password hint).
5. Click Submit when finished.
The following password requirements must be followed when establishing a new password:
a. Password minimum length: 8 characters
b. Password maximum length: 60 characters
c. Password generations until reusable: 4 times
d. Require mixed case: Yes (include both UPPER and lower case)
e. Require a non-alpha character (ex: #,$%,-,?): Yes
f. Require a number: Yes (0-9)
g. Cannot contain spaces
6. You will now be logged into the system. The password you supplied in the previous screen will need to
be used each time you log into the system. Should you ever forget your password, simply follow this
procedure to reset your password.
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Section 3: Entry to System
Upon your initial login to Concur Travel, you will be asked to complete your personal Travel Profile. A completed
profile with accurate information is required before making any travel reservations. For more information on
completing this profile please refer to the next section of this documentation. Future logins will take you to the
Concur landing page.
Concur Travel Screen
Concur Travel is a component of the Concur Expense system. Concur Expense is only available to Legacy
RehabCare employees. When a user logs into the Concur system, even if they have only Travel privileges, they
will see components shared between both Travel & Expense. This includes the default home page. The home
page combines all system announcements, travel specific notices, and the trip wizard panel.
The remainder of this documentation will cover selections made from the Travel Center page. Click the Travel
option from the Navigation menu to access the Travel Center.
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Travel Center Screen Layout
A. Help and Profile: Use the Help dropdown to quickly access help documentation for the system in case
you have questions while booking your reservations. Use the Profile dropdown to change Profile
Settings or to Sign Out.
B. Navigation Toolbar: Quickly move between features of the site using links on the toolbar. Primary
sections are denoted by tab names (Travel, Expense, Approvals etc.) Each section has its own
component links that will be displayed in the navigation bar. Using these links, you can quickly access
your profile, scheduled trips, and more.
Those users who are managers in the system may see Expense and Reporting tabs. If you are an Expense
user, materials under these tabs are covered by a separate training documented provided by Kindred’s
AP Support team.
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C. Trip Wizard: Similar to online travel systems such as Orbitz/Expedia, this wizard is your starting point for
booking new travel arrangements.
Company Notes
The company notes section provides information concerning Concur Travel and any urgent notices that may be
posted from the Kindred Travel Department. Please take a moment to read through the company notes during
your first visit. It contains valuable information about your profile, trip revisions, support information, and
valuable links to online travel sites.
Clicking the remaining tabs allow you to quickly view upcoming trips, and also review any trips awaiting that
require approval (for managers only).
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Section 4: Reviewing/Completing Your Travel Profile
Your profile is unique to your travel preferences and stores your contact information, frequent travel programs,
travel preferences, payment information, and organizational information about you here at Kindred.
Before you begin modifying your profile, please note the requirement to have your cost center (SAP code),
organizational unit/division, personal credit card, and any frequent traveler member numbers handy. If you are
an existing traveler at Kindred, most of this information will be populated for you upon initial login. Please verify
this information is accurate and make any necessary corrections.
You must complete your travel profile prior to any bookings. If you attempt to book any reservation without
completing the profile, you will be prompted to fill out any require profile information.
The following pages will outline the various sections of the travel profile in further detail. You can access your
profile by clicking the link embedded in the company notes section or by clicking the link in the navigation
toolbar. Any required fields in your profile are denoted. Once all information has been entered, click the Save
button.
A. Company Information
Your name must reflect your legal name present on your identification. As such, you may not change this
information. If your name requires an update, please e-mail the Travel Department and request this change.
Full time employees are encouraged to submit a PAR to have their employee record updated with their legal full
name.
Under Company Information, your manager will be denoted. However, you may not change this information. If
this information is incorrect, please e-mail the Travel Department to request a change. Note that for most
travelers any travel reservations that do not comply with Kindred policy will be sent to your manager listed in
your profile.
You may also supply information related to your administrative assistant as well as your frequent flyer status.
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B. Address Information
Specify your work and home address information in the next two profile sections. You can quickly search for a
company location from the Search for company locations field. Clicking the “Address same as assigned
location” will automatically populate the work address fields.
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C. Contact Information
Please supply your work and home phone numbers as well as your company e-mail address in the E-mail 1 field.
If you wish to have your travel itineraries e-mailed to another address, please specify the address in the E-mail 2
and E-mail 3 fields and click the checkbox next to each.
Note: You may use these additional E-mail fields to copy your AA/Planner on all your travel arrangements or
specify a non-work related e-mail address to receive an additional copy of your itinerary.
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D. Travel Preferences
The Travel Preferences section of your profile is used to store your personal preferences related to your travel
experiences.
1. Select any eligible discount programs listed from the top (AAA, government, military, AARP).
2. Complete your Air Travel preferences such as your seat, airport, medical alerts, etc.
To streamline reservations, you may specify your Preferred Departure Airport. Specify the first few
letters of the airport name or city and select from the populated list. Selecting a Preferred Departure
Airport will automatically populate the Departure City for each new login.
3. Complete your Hotel preferences such as room type, amenities, and smoking preference.
4. Complete your Car Rental preferences such as car type, transmission, and smoking preference.
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5. Review/Add any Frequent Flyer programs To add a new program, click the Add a Program link on the right-hand side of the screen. A window will
appear (see image to right). Select the appropriate program and supply the necessary member number.
To modify or delete an existing program,
click the modify/delete icons (
).
6. Add any Southwest Ticket Credits. You will
be prompted for the record locator and
amount. Southwest credits may be used at
the time of selecting form of payment in
the booking wizard.
7. Confirm your Gender and Date of Birth.
E. Assistants and Travel Arrangers
Some users will have their Administrative Assistants (AA) or Planner make their travel reservations using the
system. You will need supply users in the system that will be granted to make travel reservations for you. By
default, your Concur Travel account will have no one assigned to plan your travel other than yourself.
1. Click to Add an Assistant.
2. Search for your AA/Planner and select their
name from the Assistant drop down menu
3. Click Save.
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F. Credit Cards
You must have a personal credit card on file to make travel arrangements. Kindred Healthcare will cover all
funds related to your flight. However, you will be responsible for payment for hotel and car accommodations.
Use this section to add/delete/modify your credit information.
To add a new credit card:
1. Click the Add a Credit Card link.
2. Complete the necessary fields on the credit card
entry form.
3. Click Save.
To modify or delete an existing credit card, click the
modify/delete icons (
).
G. Other Fields
The travel profile also includes additional field specific to TSA security (redress number) and international travel
(passport information). Complete these fields as necessary.
Complete
Once all fields on your profile have been completed, click the Save button to submit the changes. You will be
alerted if any required fields were missed. Note: Each section of the profile has a Save button. Clicking any
Save button will save ALL sections of the profile.
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Section 5: E-Receipts and TripIt
Before beginning your first reservation, you may consider setting up some additional services that will enhance
your travel experience. You will see the following items located in the Travel Information box located in the
upper right-hand side of the landing page.
TripIt is an innovative service that interacts with the booking system. This allows your travel itineraries to be
delivered to your mobile device. It will send alerts concerning your flights and hotels and provide real-time
information about your travel itinerary such as departure/arrival gates, delays, weather alerts and much more.
This service is free and requires you to simply setup an account. Click the Connect to TripIT button to begin
setting up the service. Follow the on screen instructions to complete the setup. If you already have an account,
just enter your Email address and password and click Sign In. You may also elect to not show the message again
by clicking the No thanks link.
E-Receipts are electronic copies of your receipts from participating airline/hotel/car rental vendors. E-Receipts
allow you to easily view and manage your expenses for these vendors using the Trip Library. To begin using EReceipts, click the “Sign up here” link and choose the E-Receipt Activation option. You will be prompted to
confirm your enrollment.
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Section 6: Booking Your Reservations
This section applies to those accounts setup to book travel. If you do not have the ability to book your own travel
in the system, please consult with your AA/Travel Planner to have them make all of your travel arrangements.
With your profile complete and optional services configured, you will now be able to start booking travel
arrangements in the system. Booking travel arrangements is easy and similar to other online travel sites such as
Orbitz and Expedia.
Booking through the Concur Travel tool automatically applies Kindred’s travel policy including preferred
vendors, vendor discounts, cost limits on flights, hotels, and cars, and much more. Any discounts, unused
tickets, and travel preferences denoted in your travel profile are also used during the booking process.
To help users visually reference selections that are within Kindred’s policy, selections are color coded. Please
see below for an explanation of each color.
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To begin booking your travel, make sure you are on the home landing page by clicking the Travel > Home link on
the navigation toolbar. New travel arrangements for air, car, and hotel can be completed in 10 easy steps. Use
the next several pages to walk through a standard travel booking. While this guide covers a booking for a
complete itinerary of air/car/hotel, the same process can be used to book any combination of these travel
arrangements.
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1. Supply Travel Destination Information
Use the travel wizard pane to begin booking your reservations. By
default, you will be on the Air/Rail tab. If your travel will not
include flight, you can jump to the car/hotel tabs to make
accommodations.
Please note that Kindred travel is only permitted for business
travel and should not include personal travel destinations.
To begin a basic search:
1. Specify trip type (round trip, one way, multi)
2. Select departure city. As you type, predefined cities
will be available to select from a menu.
3. Select arrival city.
4. Specify your departure/return dates/times.
5. Specify if you’ll need a car OR have the system
automatically reserve your car for you.
6. Specify if you will need a hotel. You can specify
hotels near and airport, a specific address/zip code, or
from a company location (select from the designated
list).
7. Click the Search button.
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2. Search Results > Flight
After the system search is complete, you will be presented with a list of available options that meet your search
criteria. You have several options available on this screen to help streamline the search results (“shop by”, sort,
show/hide details, show all). You can also make changes to your search criteria using the search panel on the
left hand side of the screen under Change Flight Search. Trip Summary provides a reference point of where you
are in the booking process with the ability to make changes/updates. See page 24 for detailed information.
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By default, Concur Travel will present flights by Fares. To
receive a quote for scheduled flights, click the Shop by
Schedule tab. The Outbound and Return tabs will display.
Once an outbound and return flight segment is chosen,
click the Price these options button.
The following icons may be helpful in reviewing possible flight options. These are denoted in line with all flight
fares/schedules.
After reviewing the quoted price and choosing your desired
flights, you may also select your desired seat assignment. Click
the
icon to view a flight’s available seating configuration.
Click any available seat (green icon) and then close the seat
map window.
To select a flight, click the Reserve button. You have the
option in this section to use any frequent flyer programs listed
from the drop down menu. Additional flight fares are listed
below that you may also choose to reserve.
You will be prompted for confirmation of any selected nonrefundable tickets. Click OK to continue.
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4. Review and Reserve Flight
To continue your reservation, you will be taken
to the Review and Reserve Flight screen. Here
you will see your flight selections, traveler
information, seat assignment, price summary,
method of payment, and rules and restrictions.
After making all the necessary selections, click
the Reserve Flight and Continue button.
5. Search Results > Car
A results page similar to flights will appear for
car rentals. Review your options or make any
search criteria changes. Click the Reserve
button for your selection.
If you elected to automatically reserve your car,
this search results page will be skipped and a car
will be automatically selected during the
booking process.
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6. Search Results > Hotel
Hotels will be presented with the
option to modify search criteria.
Select a hotel option from the list
and then click the Reserve button.
You will be presented with a Rate
Details/Cancellation policy for the
selected hotel. Please review this
information and click the checkbox
to agree to the policy and rules.
Click Continue.
7. Trip Summary
The Trip Summary section provides an overview of your items selected during the reservation. Review all
selections for your travel. You can also easily add/remove car and hotel reservations to each segment of your
trip from this screen as well by clicking the designated icons.
You will also have the option to change your seat assignment. If this option is available for your selected flight
you can click the Change Seat Assignment link to select a new seat. Select a new seat then click the Change
Seat button.
Once you are satisfied with the chosen reservations, scroll to the bottom of the Travel page and click the Next
>> button.
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8. Trip Booking Information
The final step in your booking wizard is to supply identification information for your trip. Required fields are
denoted.
A.
B.
C.
D.
E.
F.
Trip Name – Will appear on your calendar and will be used to reference the trip in your Trip Library.
Trip Description – More detailed information concerning your trip.
Send confirmation to – Enter a valid e-mail address and choose designated options.
Trip It (optional if enrolled) – Share your trip information.
Agreement statement of business only travel – Confirm no personal travel is being booked.
Group Travel – Specify if this travel is for a group related business meeting/convention and select the
appropriate meeting name.
G. Purpose – Specify the purpose of your travel.
At this stage in the booking you can:




Hold the trip for later booking.
NOTE: A trip can be held up to 24 hours OR until the air ticket is set to expire (whichever is the shortest
amount of time). Also, there is no guarantee that all selection/prices will still be available. You may use
the Hold Trip functionality to gain departmental approval, if required, prior to the purchase of the trip.
Edit your selections (<< Previous).
Continue with your selections (Next >>).
Cancel booking.
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9. Trip Confirmation
You will be asked to confirm your trip reservation selections at the end of the booking wizard. Please review
your selections one last time prior to submitting your reservations. To complete the booking process, scroll to
the bottom of the page and click the Purchase Ticket >> button.
10. Finished!
The system will finalize all system reservations and then present your final itinerary on screen. At this time, an
e-mail will be sent to your e-mail address(es) on file. Additionally, your manager will receive an e-mail
confirmation for any out of policy selections on your itinerary.
The confirmation e-mail will arrive from Concur Travel (TravelWizard@concursolutions.com). Please make sure
that this address is “white listed” by Outlook to prevent messages from being delivered to your Junk Mail folder.
The itinerary will be included in the body of the message. Additionally, calendar invites and contact information
for hotels will be attached to include in your Outlook E-mail application.
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Sign Out
If you are finished with all your travel
reservations, always be sure to log out of the
system by clicking Sign Out located under the
Profile dropdown menu in the top right-hand
corner of the screen.
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Section 7: Out of Policy Selections
As previously noted, Kindred’s travel policy and guidelines are built into the system to provide conforming
selections. In the event that you must choose a selection that falls outside of these guidelines, you must supply
a designated reason and supply any additional information concerning your choice. Your reason will be sent to
your manager and reviewed.
The sample to the right
showcases a flight that is out of
company policy due to airfare
cost and the date selected for
travel. Notice the Select button is
greyed out and the out of policy
rules are denoted below the
flights.
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Section 8: Making Changes (Revisions) to Reservations
Limited changes to existing reservations are available from within Concur Travel. Should you need to revise your
flight schedule or make complex revisions to any other elements of your itinerary, please submit an approved
Revision TAR to travel@kindredhealthcare.com. Your revision request will be handled by Kindred’s Travel
Department. Once completed, the revised itinerary will appear within Concur Travel. The Revision TAR is
available for download from the Travel Department’s Knect website. Please e-mail for fax your completed
Revision TAR to the Travel Department.
Trip Actions
From your Trip Library or from the Upcoming Trips tab on your landing page, click any of the listed trips to see
an overview of your trip.
Cancel Trip
Selecting Cancel Trip will permit the traveler to cancel all reservations pertaining to the selected trip. If clicked,
a confirmation screen will be presented with important information concerning same day cancellations. Please
read this warning thoroughly and follow any required steps on your behalf to cancel reservations. You will be
prompted to review the hotel’s policy again prior to the cancellation. E-mail confirmation of the cancellation
will be sent once completed.
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Section 9: Sharing a Trip
In some instances, a traveler may want to coordinate their arrangements with another user in the system (i.e. a
group of peers traveling to the same destination). While the user could simply forward his/her e-mailed
itinerary to other travelers, the system has the built-in capabilities to share trips with multiple users and have
the system automatically book the reservation(s). Sharing a trip is easy and requires input from both the original
traveler and the recipient(s) of the shared invite.
Share an Upcoming Trip (Inviter)
From the Trip Library or the Upcoming Trips
tab on the Travel Center page, click the
name of the trip you want to share and click
the Share Trip option.
Select another traveler from the Share this
trip with drop down box or click Search to
find another traveler.
Include any comments and then click the
Share Trip button.
The invitation will be sent to the user via
e-mail and will also appear on the other
traveler’s Travel Center page. Complete the
above steps if you wish to share the trip with
multiple travelers.
Book a Shared Trip (Recipient)
Shared trips will appear at the top of the Travel Center page. To view the trip itinerary, click the View Trip
button. If you would like to follow the traveler’s itinerary, click the Book a Copy button.
The travel booking wizard will then appear and walk you through the necessary steps/options to book the
shared trip. Company travel policy will still be applied to all reservations. Follow the travel wizard to complete
the reservation.
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Section 10: Travel Templates
If a traveler frequents a destination regularly, he/she may elect to setup a travel template to speed up the
reservation process. Travel Templates are located under the Travel tab of the navigation toolbar. The Travel
Template screen presents templates that are unique to the traveler as well as any company-wide templates
available to all users. Click the Book Icon (
) next to any template to begin the travel wizard using the
criteria configured in the template.
Adding a Template
To add your own template, click the
Add New Template link from the Personal Travel
Templates section. Supply a Template Name
and Description. You can begin from an empty
template, record locator, or existing template.
Click the Next button to continue.
On the next screen, click any of the icons
to add air, car, or hotel to a leg of the trip. For
each accommodation, you’ll need to supply the
requested information. Click the Save
button once all legs of the trip are completed.
This template will now appear in your Personal
Travel Templates section. You will have the
option to edit or book any listed template.
You may also add any upcoming or previous trips
listed in your Trip Library as a template. Click the
trip name from the Upcoming Trips tab or the
Actions link from the Trip Library for any trip
listed. Click the Create Template menu link to
setup the trip as a template for future travel
arrangements.
Note: Travel Planners/Administrative Assistants will have the ability to view and create templates for other
users in the system by selecting the traveler name from the designated user drop down list on the Templates
page.
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Section 11: Other System Items
As a user in the booking system, there are a few additional options available to you. From the profile page, you
have options to:
 Change your password
 Assign a backup travel manager (for manager use only)
 Configure mobile registration to access your booking system via a mobile device (see Appendix A)
 Customize system settings (see below)
To access these options, click the Profile tab on the navigation toolbar.
The System Settings allows you to configure system wide settings within Concur. This includes how the date
and time are formatted, what e-mail notifications you receive, and your default landing page in the system. If
you are a travel user only, you may choose Travel Center from the Home Page drop down to set this as your
default.
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Section 12: Help
Once your profile is setup, the system should be relatively straight-forward and easy-to-use. However, should
you have questions, help is just a click away! Hover over the Help link located at the top right-hand corner of
the screen and select Travel Help. A comprehensive help document will be presented that is searchable on
topics covered in this training tutorial and much more.
Additionally, help documentation and online demonstrations of the booking system are available on the Travel
Department’s Knect page.
Should you have any questions not covered by either of these resources, you may use the following contacts:

For general login questions, please contact:
Kindred’s Support Team at 1-877-836-8678, option 4, 1

For questions regarding booking using Concur Travel during normal business hours, please e-mail:
travel@kindredhealthcare.com

For afterhours questions regarding bookings using Concur Travel, please contact:
Altour Travel at 1-866-451-9369
Any travel specific questions should be directed to the Travel Department (travel@kindredhealthcare.com).
Please reference the Travel Department’s Knect page for further contact information.
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Travel Planner Training
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Travel Planners
Some users in the system will be assigned the role of a travel planner. This role will likely be completed by
Kindred Administrative Assistants. As a travel planner you have the ability to make travel reservations for other
users in the system. You also have the ability to view trips scheduled and make any necessary revisions.
A travel planner will access the system in the same fashion as a general user. In fact, the travel planner can use
the system for themselves as a general user. All features of the travel wizard, as outlined in the first sections of
this document, will be used by the planner. When you choose to book travel for another user, those user’s
rules/policy follow them into the booking system. Additionally, the planner will be expected to supply out-ofpolicy explanations for any travel rules not followed. At the end of the booking, the travel planner and traveler
will receive confirmation of the reservations. The employee’s manager will receive notification of any out of
policy selections.
In order to book for someone else, the traveler MUST have you setup as their travel assistant. Please request
the traveler modify their travel profile to add your account as a travel planner/assistant.
Please follow the next section to begin booking travel for another user in the system.
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Section 1: Booking for Another User
To begin booking travel for another user, login to the system using the instructions previously outlined in this
manual.
As a travel planner you will see an administration drop down menu located above the company notes section on
the landing page. Upon first login this drop down will contain “Me” for booking travel for yourself and “Guest
Traveler” for a user who does not have a profile in the system. In the future, any previous traveler that required
your assistance in making reservations will appear in this drop down list.
Guest Booking may be used for individuals who do not have a travel profile and may not be necessarily
employed by Kindred (example: interviewees). When booking for a guest, you will be asked to supply basic
traveler information before entering the booking wizard. Guests are stored separately in the system and may be
used at a future date to book travel. The default rules and policies are applied to all Guest Bookings.
To book reservations for another traveler, select their name from the drop down menu. The page will reload to
allow proper policies to be applied. If the traveler is not listed in the drop down menu, click the Search button.
The drop down box will change to an input field where you can begin to type the traveler’s name. As you type, a
filtered list of users will appear. Select the traveler from the list and then click the OK button.
Note: When you initially select another traveler, an e-mail will be sent to alert the user that you are now booking
reservations on their behalf.
When the page reloads, begin booking travel just as you would for yourself using the directions previously noted
in this manual. It is suggested that you review the traveler’s profile for completion prior to booking.
Section 2: Arranger Center
To assist in managing multiple travelers, a travel planner may
elect to use the Arrangers page. This page is accessible from the
navigation toolbar under the Travel tab. You can make this your
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default home page by clicking the “Make this my homepage” link located in the upper right-hand corner under
the Kindred logo.
To book reservations for another travel, use the “Choose a Traveler” drop down menu or search for another
user not listed.
The Upcoming Travelers tab can be used to
review/manage all upcoming itineraries for
trips you have planned for other users. You
can perform a quick search by dates and filter
the list by name using the appropriate fields.
The search results allow for easy access to Trip
Actions, Trip details/information, and the
ability to add trip notes/tasks. You can also
view current weather for designated
destinations from this tab by specifying an
arrival/departure airport.
The I’m Assisting… tab provides quick access to
all travelers that have been assigned to you for
assistance in planning trips. You can quickly view travel preference and also remove yourself from their profile
for further booking.
Important Reminder
When you select to make reservations for another traveler, your booking system account
emulates the traveler’s account. As such, all travel policies, travel classes, and settings follow
you into the booking. Also, selecting Profile from within the system will display the traveler’s
profile. This will permit the travel planner to manage another user’s travel preference such as
frequent-traveler programs and credit card information.
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Section 3: Cloning a Trip
If a Travel Planner will be booking identical reservations for multiple travelers, he/she may use the Clone Trip
feature to speed up the reservation process. This feature is convenient for users who may be traveling in a
group.
Cloning a Trip
To clone a trip, click the Trip Name for
the original traveler and select Clone
Trip from the action menu.
Select another traveler from the drop
down list at the top of the screen.
Follow the on screen steps to complete
the travel wizard using the original
traveler’s criteria. Note that
appropriate travel policy will be
applied.
E-mail confirmation will be delivered at
the end of the cloning process.
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Appendix A : Mobile App
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Concur Mobile App
The Concur Mobile App is a natural extension of the booking system website. Note, however, that the mobile
app does not provide the full features and capabilities of the booking system website. The mobile app allows
you to quickly access the features listed below when you are not in front of your computer/laptop and have a
mobile device such as a Blackberry, iPhone, or Android phone.
Mobile App Capabilities








View your itinerary
Search for and book:
• Hotel
• Rental car
• Amtrak
Check your flight stats
Email your itinerary
View vendor details
Approve or reject employee's trip that are out of
policy (if you are a trip approver)
Obtain map and driving directions
Use third-party apps for:
• Dining / Restaurant
• Taxi
• Public transportation
Access to Mobile App
To access the mobile app, navigate to Mobile Registration under Profile from the navigation toolbar. Before
downloading the app, you will need to configure a mobile PIN. Enter a PIN of your choice and confirm the
selection. You will use this PIN and your regular booking system login (Kindred E-mail address) to access the app
on your mobile device.
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Download the Mobile App
More information about downloading the mobile app, usage, demos, and training videos is available from the
Mobile Registration page. Click the Learn More link below each mobile
platform to view this information.
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Appendix B : Technical Requirements
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Browser Compatibility
The travel booking system is compatible with the following browsers/operating systems:
Browser
Firefox 4.0
Firefox 3.5 & 3.6
Google Chrome 12.0 & 11.0
Internet Explorer 9.0
Internet Explorer 8.0
Internet Explorer 7.0
Internet Explorer 6.0
Safari 5.0.5
Safari 4.1.3
Operating System
Windows 7 (SP1), Windows Vista (SP2), Windows XP Professional
(SP3), Mac OS X 10.4 or later
Windows 7 (SP1), Windows Vista (SP2), Windows XP Professional
(SP3), Mac OS X 10.4 or later
Windows 7 (SP1), Windows Vista (SP2), Windows XP Professional
(SP3), Mac OS X 10.4 or later
Windows 7 (SP1), Windows Vista (SP2)
Windows 7 (SP1), Windows Vista (SP2), Windows XP Professional
(SP3)
Windows Vista (SP2), Windows XP Professional (SP3)
Windows XP Professional (SP3)
Mac OS X version 10.5 or later
Mac OS X version 10.5 or later
Recommended Browser Settings
Setting
Check for new version of stored pages
Popup Blocker
Browser Cache
Security Settings
Disable Script Debugging
Display notification about script errors
Enable Cookies
Comments
For optimal performance, select Automatically for this setting.
Turn off any popup blockers.
For optimal performance, select Never Check Server setting.
All security zones should be ideally set to Default levels.
Recommended to check this box to disable this feature.
Recommended to select this for any errors encountered during use.
For optimal performance, select the Medium setting.
Screen Resolution
The minimum supported screen resolution for the travel booking system is 1024 x 768. Please modify your
screen resolution if you have difficulty in viewing all features in the system.
Note: Some options may not be available/accessible on your Kindred computer. Please contact Desktop Support
for more information for making configuration changes to your Kindred computer.
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