Expenses Claim
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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}} | + | {{page.head: Expenses Claim}} |
__TOC__ | __TOC__ | ||
==Employee Expenses== | ==Employee Expenses== | ||
| − | The Employee Expenses | + | The Employee Expenses Form: |
| − | ===Creating | + | ===Creating An Expense Claim=== |
| − | # After logging into the Subscribe-HR | + | # 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. | + | # Select the Expenses Claim sub-folder from the left side menu. |
| − | # Select the | + | # Select the <b>[Add New Record]</b> button. |
| − | # Fill in the fields. | + | # Fill in the fields. Date: Type: Amount: Description. |
| − | # Select the <b> | + | # If you would like to add another Expense, click "Add New Line" on the bottom right of the form. |
| + | # Select the <b>Submit</b> or <b>Update</b> button. | ||
| + | <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> | ||
| − | === | + | ===Expense Fields Explained=== |
<table border="1" width="700px" id="table3" cellspacing="0"> | <table border="1" width="700px" id="table3" cellspacing="0"> | ||
<tr> | <tr> | ||
| Line 24: | Line 26: | ||
</tr> | </tr> | ||
<tr> | <tr> | ||
| − | <td width="232"> | + | <td width="232">Date</td> |
| − | <td width="458">The date the | + | <td width="458">The date of the Expense</td> |
</tr> | </tr> | ||
| − | + | <tr> | |
| − | <td | + | <td width="232">Type</td> |
| − | <td | + | <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"> | + | <td height="23" width="232">Amount</td> |
| − | <td width="458"> | + | <td height="23" width="458">Dollar Amount of the Expense</td> |
</tr> | </tr> | ||
<tr> | <tr> | ||
| − | <td width="232"> | + | <td width="232">Description</td> |
| − | <td width="458"> | + | <td width="458">Type in details about the Expense</td> |
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
</tr> | </tr> | ||
<tr> | <tr> | ||
<td width="232">Total</td> | <td width="232">Total</td> | ||
| − | <td width="458">Total | + | <td width="458">Total Expense Claim</td> |
</tr> | </tr> | ||
<tr> | <tr> | ||
| − | <td width="232"> | + | <td width="232">Submitted Date</td> |
| − | <td width="458"> | + | <td width="458">Date the Expense was Submitted for Authorisation</td> |
</tr> | </tr> | ||
<tr> | <tr> | ||
| − | <td width="232"> | + | <td width="232">Status</td> |
| − | <td width="458"> | + | <td width="458">Whether the status is "Request", "Rejected", "Authorised", "Cancelled".</td> |
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</tr> | </tr> | ||
</table><br> | </table><br> | ||
| + | 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. | ||
| + | |||
| + | <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
- 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 desired employee.
- Select the Expenses Claim sub-folder from the left side menu.
- Select the [Add New Record] button.
- Fill in the fields. Date: Type: Amount: Description.
- If you would like to add another Expense, click "Add New Line" on the bottom right of the form.
- 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.
