Manage Travel and Expenses for your employees
Upcoming SlideShare
Loading in...5
×
 

Manage Travel and Expenses for your employees

on

  • 1,091 views

EmpXtrack Travel and Expenses module allows you to easily setup your Travel and Reimbursement policy and allows employees and managers to quickly setup their requests. This saves time and makes for a ...

EmpXtrack Travel and Expenses module allows you to easily setup your Travel and Reimbursement policy and allows employees and managers to quickly setup their requests. This saves time and makes for a very satisfied workforce.

Statistics

Views

Total Views
1,091
Views on SlideShare
1,090
Embed Views
1

Actions

Likes
1
Downloads
34
Comments
0

1 Embed 1

http://www.linkedin.com 1

Accessibility

Categories

Upload Details

Uploaded via as Adobe PDF

Usage Rights

© All Rights Reserved

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Processing…
Post Comment
Edit your comment

Manage Travel and Expenses for your employees Manage Travel and Expenses for your employees Presentation Transcript

  • Using EmpXtrack Travel and Expense Module
  • Copyright 2013 | Saigun Technologies Pvt. Ltd. 2 This presentation allows you to: a. Create Travel and Expense requests as an employee. b. Create Travel and Expense requests on behalf of your subordinate and approve Travel and Expense Requests from subordinates as Manager. c. Configure Travel and Expense Module. Note: We would be trying most of the functionality with 3 employees Janet Leverling – the employee John Steel – Janet’s Manager Terri Osborn – the HR Manager To Login as an Employee, roll on the mouse to the employee and click on the Login button (as shown in the image below) Users and Functionality
  • Copyright 2013 | Saigun Technologies Pvt. Ltd. 3 To create a Travel and Expense request, you need to: 1. Log in as Janet to try the functionality of an employee. 2. Go to My profile >> My travel & expenses and click Create travel request button to create a travel request. 3. Provide the details and then click Create. Continued… Create a Travel Request
  • Copyright 2013 | Saigun Technologies Pvt. Ltd. Create a Travel Request 4. Click Add travel leg on the window that appears to add a travel leg. EmpXtrack allows multiple types of legs to be added, each with various options. 5. Provide the travel leg details on the Add leg screen that appears. 6. Click Save to save the travel leg item and then click Submit, once you have setup all the legs, to submit the request to the manager. 7. You can request an advance for the travel too. 4
  • Copyright 2013 | Saigun Technologies Pvt. Ltd. Create an Expense Request 4. The process is similar to adding a Travel Request but in an Expense sheet, you could link the Expense request to a prior travel request. 5. Select the dates and optionally link the Expense sheet to an existing Travel Request. This will automatically deduct any advance payments that may have been made by you. 6. Add expense items and categorize them as per requirements. Once done, click on Submit to send the expense sheet to your manager for approval. 5
  • Copyright 2013 | Saigun Technologies Pvt. Ltd. Approve a Travel / Expense Request To approve the request, you need to: 1. Log in as John Steel. 2. Click on the View button of the request message from Janet. Alternatively, go to Manager >> Manager services >> Travel & expenses and click on the Actions icon of the Travel/ Expense request that is submitted to you and then select View option from the menu that appears. 6
  • Copyright 2013 | Saigun Technologies Pvt. Ltd. Approve a Travel / Expense Request The Travel request window appears 3. Click Submit to accept the travel request and submit it to HR Manager for reimbursement and records update. You can click Reject link to reject the request or Send back to employee link to send the request back to the employee for correction. 4. Click Enter travel for a team member or Enter expenses for a team member on the Travel & Expenses page to create a travel/ expense request on behalf of a subordinate. 5. Log out. 7
  • Copyright 2013 | Saigun Technologies Pvt. Ltd. Approve Travel/ Expense Request as HR Manager To approve travel / expense request, you need to: 1. Log in as Terri Osborn. 2. Click on the View button of the Travel/ Expense message from John Steel. 3. Enter the amount you want to approve for the request in the Total approved amount text box. 4. Click Accept and then click Submit. You can click Send back to employee or Send back to manager links to send the request back to employee or manager for correction. Click Reject to reject the request. 8
  • Copyright 2013 | Saigun Technologies Pvt. Ltd. Configure Travel & Expense Module To configure Travel & Expense module, you need to: 1. Log in as Terri Osborn. 2. Go to Settings >> Employee self services >> Travel & expense >> Travel & expense configurations. 3. Click Based on rules subtab to configure rules for travel id / expense id generation on the Travel / Expense tab. 4. Configure workflows for each user and then click Save Changes. 9
  • Copyright 2013 | Saigun Technologies Pvt. Ltd. Configure Travel & Expense Module  Go to Settings >> employee self services >> Travel & expense >> Setup travel modes to add / modify travel modes.  Go to Settings >> Employee self services >> Travel & Expense >> Setup expense types to add / modify expense types. 10
  • For a demo or more information please contact Copyright 2013 | Saigun Technologies Pvt. Ltd. 11