Attendees Question

[klsims]

Hello,

I was wondering why our employees could add new business guests,  but not add employees to an expense report.  I went and looked and where it says user add "no" is selected.  I wanted to change that to yes, but just wanted to make sure this would be the normal practice to add employees if we currently do not use an import. Would there be any reason why we should not use this option? Thank you.

[KevinD · Accepted solution]

@klsims all employees already exist in the system, that is why the option User add is set to No. Turning this to Yes, means allowing employees to manually create employees as attendees, but since employees are already in the system, users just need to use the Advanced Options link on the Attendees window. This will show Employee in the Attendee Type field. They will use the name fields to enter the details of the employee they wish to add, then click Search. From the results, they can select the checkbox next to the employee name then click Add. 

Give this a try and let me know how it works for you.

[klsims]

Kevin I tested this and for any employees that I have not manually added to Concur, they are not coming up in the advanced options.  I think we would have to be doing an upload into Concur and we currently do not.  I just add them manually when we have new users. I will maybe look into scheduling to do employees uploads so that we can have all employees in Concur.  Please share thoughts. Thank you.

[klsims]

Thank you Kevin.