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This is the tool used to look for and book trips and hotels
Concur
You must use it to know if a visa is required or not, executives must follow the process to get a code at the end
CBTA assessment
Stacy McLoud has been traveling every other month to an overseas workshop, she asks you to get a new flight and hotel booked for next month. You have been just assigned as her GA, and you ask her for the CBTA# to proceed, but she refuses... What do you do?
Explain the importance of CBTA to be able to complete the booking.
Reinforce correct action, or the expected behavior, although their previous GA did not ask for this, all employees must comply with the CBTA submission, as it is part of Kyndryl's policy.
This is the first step to assist the executive with all the accommodations for the trip
Get all necessary pre travel information such as: Estimated airfare, hotel rate, and taxis and car services, or car rental, and employee meals estimate
Travel Launcher > Travel@Kyndryl (Concur)
CBTA process must be done ideally at least.... in advanced of the scheduled trip date.
15 days
Jason Stanley needs to book a flight for an upcoming trip, get already gave you all the pre travel information, what do you do next, and where do you go for next steps?
I get the pre-approval for the expenses related to airfare, hotel rate, and employee meal rate, and I enter the details in Concur > Approvals > Requests > Create Expense report
True or false
Before you get pre travel information, and once you have received the travel help request from the executive, you must enter the pre-approval in Concur
False, pre-approval should be submitted after you get pre travel information
This is not a pre-travel information you must get from your executive if traveling within the US, but needed when traveling overseas
CBTA #
Pedro Da Silva has an upcoming trip to Charlotte, US in 2 months, he has the passport like photo, a copy of my passport business card copy, and credit card information and is ready to fill out the visa assessment with you, what is he missing?
The executive must provide you the CBTA code from their assessment
Makoto Nyung will be sending a special report to her manager Kun Lee, and they need to locate their recent trips in order to attach relevant details. Where can this information be found within Concur?
Once you have pre-approval, this is the next step for scheduling a trip when the travel is overseas
Ask the executive to submit the CBTA assessment and give you the code.
VisaHQ for Kyndryl is supported for visas for this country
USA
True or False: Travel expenses below USD $350 will receive auto-approval and a request ID immediately.
False, below $250.. All others will go through formal approval process. (inclusive of customer or non-customer travel) Start your travel process in Concur Request.
American Airlines
American Airlines flight. Nonstop. Departing 7:25 PM on February 19, 2026 and arriving 7:55 AM on February 20, 2026. Total travel time of 9 hours and 30 minutes.7:25 PM7:55 AM+1
DFW - SCLNonstop9h 30m
You can schedule hotel rooms, flights, etc. only after...
The executive gave you approval or consent
You can find Kyndryl's Travel Policy information in...
The Heartbeat > Scroll down > Travel and Expenses section
Kyndryl Sharepoint/The Heartbeat >Travel and Expenses > International Cross Border Travel > Launch CBTA
Margarita Berrocal is going to Pennsylvania for a 3 day conference from Wednesday to Friday, she will arrive on Monday, and stay in the hotel resting before the conference starts. If the estimate taxi rate is $50 per day, what is the total taxi budget for this trip? Considering there will be a no charge shuttle from the Airport to the Hotel and vice versa.
$150 , the days she will stay prior the conference will be on her expense, taxis and hotel as well as any meal expenses.
After you book the hotel and flight reservations you must...
Send a copy of the documents to the executive and schedule the trip in Outlook calendar