Projects - Browse to Configuration > Workflow > Scheduled workflow and select the Project application. 

  1. Copy the workflow BB_Concur Push Project Record to Concur Initial Load and rename it to something applicable like YOURFIRM_Concur Push Project Record to Concur Catch up
  1. Click into Conditions and define something like this that will cover the range you wish to capture:
  1. Schedule the job to run one (no reccurance)



Employees- Browse to Configuration > Workflow > Scheduled workflow and select the Employee application.


  1. Copy the workflow BB_Concur Push Project Record to Concur Initial Load and rename it to something applicable like YOURFIRM_Concur Push Project Record to Concur Catch up
  1. Click into Conditions and define something like this that will cover the range you wish to capture:
  1. Schedule the job to run one (no reccurance)