Expenses Claim

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m (Protected "Employee-expenses" ([edit=sysop] (indefinite) [move=sysop] (indefinite)))
(Creating An Expense Claim Form)
 
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{{page.name: Core Human Resources: Employee Expenses - Subscribe-HR Wiki}}
 
{{page.name: Core Human Resources: Employee Expenses - Subscribe-HR Wiki}}
{{page.head: Expenses}}
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{{page.head: Expenses Claim}}
  
 
__TOC__
 
__TOC__
  
 
==Employee Expenses==
 
==Employee Expenses==
The Employee Expenses area
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The Employee Expenses Form:
  
===Creating Work Expenses Records===
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===Creating An Expense Claim===
# After logging into the Subscribe-HR portal, select the Human Resources TAB.
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# After logging into the Subscribe-HR HCM Platform, select "HUMAN RESOURCES" on the left hand side from the navigation area.  
 
# Select the Employee folder.
 
# Select the Employee folder.
 
# Select the desired employee.
 
# Select the desired employee.
# Select the Expenses sub-folder.
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# Select the Expenses Claim sub-folder from the left side menu.
# Select the create button.
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# Select the <b>[Add New Record]</b> button.
# Fill in the fields.
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# Fill in the fields. Date: Type: Amount: Description.
# Select the <b>Save</b> button.
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# If you would like to add another Expense, click "Add New Line" on the bottom right of the form.
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# Select the <b>Submit</b> or <b>Update</b> button.
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<br>
 
<b>Mandatory fields are marked in bold, the record will not be saved unless mandatory fields are filled in first.</b>
 
<b>Mandatory fields are marked in bold, the record will not be saved unless mandatory fields are filled in first.</b>
  
===Address fields explained===
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===Expense Fields Explained===
 
<table border="1" width="700px" id="table3" cellspacing="0">
 
<table border="1" width="700px" id="table3" cellspacing="0">
 
<tr>
 
<tr>
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</tr>
 
</tr>
 
<tr>
 
<tr>
<td width="232">Claim Date</td>
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<td width="232">Date</td>
<td width="458">The date the claim was made by the employee</td>
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<td width="458">The date of the Expense</td>
 
</tr>
 
</tr>
<tr>
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                        <tr>
<td height="23" width="232">Authorised</td>
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<td width="232">Type</td>
<td height="23" width="458">Has the claim been authorised</td>
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<td width="458">The Expense type that is being claimed. If you want to update or add to the options available in this Drop-Down option, please do so in the Code Library</td>
 
</tr>
 
</tr>
 
<tr>
 
<tr>
<td width="232">Expense Type</td>
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<td height="23" width="232">Amount</td>
<td width="458">The expense type that is being claimed</td>
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<td height="23" width="458">Dollar Amount of the Expense</td>
 
</tr>
 
</tr>
 
<tr>
 
<tr>
<td width="232">Payment Type</td>
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<td width="232">Description</td>
<td width="458">How this was paid</td>
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<td width="458">Type in details about the Expense</td>
</tr>
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<tr>
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<td width="232">Sub Total</td>
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<td width="458">The subtotal amount on the receipt</td>
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</tr>
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<tr>
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<td width="232">GST Amount</td>
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<td width="458">GST amount on the receipt</td>
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</tr>
 
</tr>
 
<tr>
 
<tr>
 
<td width="232">Total</td>
 
<td width="232">Total</td>
<td width="458">Total amount on the receipt</td>
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<td width="458">Total Expense Claim</td>
 
</tr>
 
</tr>
 
<tr>
 
<tr>
<td width="232">Description</td>
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<td width="232">Submitted Date</td>
<td width="458">Description of the expense</td>
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<td width="458">Date the Expense was Submitted for Authorisation</td>
 
</tr>
 
</tr>
 
<tr>
 
<tr>
<td width="232">Payment Made</td>
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<td width="232">Status</td>
<td width="458">Has the payment been made to the employee</td>
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<td width="458">Whether the status is "Request", "Rejected", "Authorised", "Cancelled".</td>
</tr>
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<tr>
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<td width="232">Payment Date</td>
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<td width="458">Date the payment was made to the employee</td>
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</tr>
 
</tr>
 
</table><br>
 
</table><br>
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Note: If you are using the Expense Form to submit Authorisation to Managers (Employee to Manager), please activate the relevant Workflow/s. Speak to your Account Manager about this.
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<br>
 
[[File:subscribehr_logo.gif]]
 
[[File:subscribehr_logo.gif]]

Latest revision as of 04:23, 12 May 2021

Employee Expenses

The Employee Expenses Form:

Creating An Expense Claim

  1. After logging into the Subscribe-HR HCM Platform, select "HUMAN RESOURCES" on the left hand side from the navigation area.
  2. Select the Employee folder.
  3. Select the desired employee.
  4. Select the Expenses Claim sub-folder from the left side menu.
  5. Select the [Add New Record] button.
  6. Fill in the fields. Date: Type: Amount: Description.
  7. If you would like to add another Expense, click "Add New Line" on the bottom right of the form.
  8. Select the Submit or Update button.


Mandatory fields are marked in bold, the record will not be saved unless mandatory fields are filled in first.

Expense Fields Explained

Field Name Description
Date The date of the Expense
Type The Expense type that is being claimed. If you want to update or add to the options available in this Drop-Down option, please do so in the Code Library
Amount Dollar Amount of the Expense
Description Type in details about the Expense
Total Total Expense Claim
Submitted Date Date the Expense was Submitted for Authorisation
Status Whether the status is "Request", "Rejected", "Authorised", "Cancelled".

Note: If you are using the Expense Form to submit Authorisation to Managers (Employee to Manager), please activate the relevant Workflow/s. Speak to your Account Manager about this.


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