¶ What is Roster Sync?

Roster Sync automatically keeps your employee list in the Uber for Business dashboard up to date by connecting with your Concur Expense roster. When employees join or leave the company, their Uber for Business access updates automatically.

• Syncs four times daily for accuracy.
• Employees who haven’t received an invite will get an automated email invitation.

¶ Key Benefits

• Simplified employee management – Automatically adds and removes employees based on your Concur roster.
• Better visibility & compliance – Track who has accepted their invite with ease.
• Cost efficiency – Encourages more employees to shift business travel to Uber.

¶ Syncing Employee Lists

• The sync includes all employees in Concur; specific groups or departments cannot be selected.
• Only employees who haven’t been invited before will receive an invitation.

¶ Enabling Roster Sync

If you didn’t enable Roster Sync during Concur setup, you can activate it anytime:

1. Go to the Uber for Business Dashboard.
2. Navigate to Settings.
3. Select Concur Settings.

For detailed instructions, see the Steps to integrate section.

¶ Important Notes

• Roster Sync will fail if the Uber for Business admin is not listed in Concur’s employee roster. Make sure all admins are included before enabling.
• Once enabled, new employees will automatically have e-receipt forwarding turned on — no additional setup required.