Admin Entry Process -


Functionality: It allows admins to update reimbursement details for an employee without the approval workflow.

Accessibility: Admin role only


Process:

Path: Home>>Payroll>>Salary Inputs>>General -Payroll Reimbursement




Steps:

  • Enter Employee number
  • Fill all required amount
  • Tick on generate payroll after save and click to save
  • Click to show payslip

The payslip displays the reimbursement amount entered and processed for an employee.


Note - On request, the support team will add the functionality 

ESS / Self Entry Process-


Functionality : Allow employee to apply for reimbursement.

Accessibility : Self Role


Process - 

1.1 Reimbursement request

Path - Reimbursements(Self Login)>>Home>>Payroll>>Reimbursements


Step 1:-

  • Select the Reimbursement type
  • Click to Add

Step 2:-


  • Fill all the required details (Bill No., Bill Date & Bill Amount)
  • Click on Attach Bill
  • Enter Claim Amount
  • Click to Save to submit the reimbursement request



1.2 Reimbursement Report in ESS

Path - Home>>Payroll>>Reimbursements


Step 1-

  • Select the reimbursement type from drop down, status from criteria and provide the date range for report.
  • Click on Show details

Step 2 -

  • The report will display. 
  • You can click on the record to see the details.