Contractors in Concur

[mvanderby]

Hi,

We are contemplating adding contractors to concur to be reimbursed for travel expense.  How do you set contractors up so they are easily identifiable apart from an employee to the auditors?

[JessicaL]

Hi @mvanderby,

For our purposes, we set up an entire group for non-employees so that they were completely separate for reporting. They are under the same policy, but we wanted the option to change the rules for non-employees. For example, we require non-employees to submit receipts with every item. For employees, if they have a corporate credit card and the item is less than a certain amount, no receipt is required.

Best,

[jewelsoc11]

You can ask that the non-employee option in the setup in Concur can be added.  There you can classify the user as a contractor.  If they wind up getting hired on full time, you can reclassify them as an employee.  The only thing is there is a start and end date for the contactor account that you must include.  Sometimes there is no known end date for contractors.  My work around is I actually create a bogus employee id # when creating an account for a contractor and fill out the rest of the fields as a regular employee.  Not as clean, but it works.