Arrange and Manage Egencia Travel

Arrange and Manage Egencia Travel - Instructions for ONLINE and PHONE

For assistance, email support@unitehere.org
- Request Type
  - CHANGE or CANCEL
    
    All travel can manage CHANGE or CANCEL by phone
    
    Not all travel can manage CHANGE or CANCEL online
  - NEW
    
    All travel can arrange NEW by phone
    
    All travel can arrange NEW online
- Contact Type
  - ONLINE
    
    Log In
    
    IU Staff, log into Okta (SSO) for accessing Egencia
    
    Retrieve login info from support@unitehere.org
    
    UH Guests, log into Egencia.com
    
    Retrieve login info from email inbox
    
    Enter Traveler’s Name in Profile field
  - PHONE
    
    Call Egencia at 669-288-7481 to arrange or manage travel by phone with Egencia agent
    
    Press 1 to manage CHANGE or CANCEL on an existing reservation
    
    Enter 12-digit Egencia Itinerary number
    
    Press 2 to arrange NEW reservations (Domestic)
    
    Confirm Traveler’s Name, Email, and Phone
- Travel Type
  - Add Air
    
    Select lowest reasonable fare (no upgrades or add-ons)
    
    Select company credit card on file as payment method
  - Add Hotel
    
    Select lowest reasonable, “Paid by my Company” rate
    
    Select company credit card on file as payment method
  - Add Train
    
    Select lowest reasonable fare (no upgrades or add-ons)
    
    Select company credit card on file as payment method
  - Add Car
    
    Select lowest reasonable rate (no upgrades or add-ons)
    
    Select Direct Bill as payment method
- Provide COMPANY CODES
  - Campaign (begins with letter C)
  - Campaign Type (begins with letter P)
  - Phase (3 numbers)
  - Affiliate (begins with letter L)
  - Cost Center (begins with letter D)
  - Provide REASON for travel
- Select APPROVER: Gracie Fowler
- To receive ITINERARY COPY, provide email address
Should be Empty:

Arrange and Manage Egencia Travel - Instructions for ONLINE and PHONE