travelexpexpert
Super User
Super User

Update of Travel Rule Class and HR Master Data import

Hey,
I have a bit of a quandary, and first some context:

Travel policy stipulates that:

  1. If you are in Company Group Band 1-4, you are entitled to travel in business class
  2. If you are in  Company Group band five or below, you are entitled to travel in economy class
  3. If you are a frequent traveller, you are entitled to travel in premium economy.

 

These rules are reflected in the category or rule class in Concur

  1. B (business class)
  2. E (economy class)
  3. P (premium class)

The Group Band master data is synchronised with the rule class automatically and places you in either B or E.


Frequent traveller = more than five trips yearly, and it's an individual decision, and rule class P (if applicable) is currently updated manually in Concur Travel by the travel department. Yearly, the list of frequent travellers is evaluated and adjusted by the travel department accordingly, i.e., moving travellers back to their master data rule class. 

 

The issue:

Currently, the HR master data overwrites the manually set rule class P, and the traveller reverts to either rule class B or E.

The obvious solution would be to implement a new Company Group Band = frequent travellers. However, the development costs do not seem to merit the benefit. 

Apart from adjusting the current synchronisation logic, is there any other creative solution or workaround? 

Please feel free to ask any questions to request more information. 

Cheers, Ole




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