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Capture, Process & Manage Expenses Using Self Service

Capture, Process & Manage Expenses Using Self Service

Contact Us: 01908 265111

11th November 2015

Introduction

Employees can now record and submit details of their expenses via the People Inc. ESS module. Expense claims are passed for approval before the details are passed to finance or payroll staff for payment.


Stacked folded receipts on dark background

People Inc employee self service web page listing a number of expense claims pending submission

Managing Expenses

The Expenses add-on is accessed via the Employee Self-Service module. The feature manages expense claims in the following way:

  • Employees complete and submit expense claims via the ESS (it is possible for individuals to review a claim a number of times before they submit the form, and they can attach expense receipts to the claim if required).
  • The claim is automatically routed to their manager for review/approval (they are notified that new claims have been submitted via e-mail). New claims from members of their team appear in one list in the ESS.
  • If they are not happy with part of the claim they can make changes themselves (if this feature is enabled) or they reject the claim. When an expense claim is rejected it is passed back to the employee for re-submission.
  • When an expenses claim is approved it is either marked as ready for payment, or passed for second-level approval (by a senior manager or finance for example).
  • Details of approved expense claims are extracted (usually in spreadsheet format) and passed to payroll.

At each stage, the employee is informed of progress with their expense claim via e-mail.


More Information

For more information about managing expense claims using People Inc. join one of our webinars (see below), click on the 'Learn More' button at the bottom of this page, or call the People Inc. team on 01908 265111.


Webinars

If you would like to learn more about the Expense Cllaims add-on, please join one of our free webinars:

  • Wednesday 25th November 2015 at 11am
  • Wednesday 25th November 2015 at 2pm
  • Thursday 26th November 2015 at 11am
  • Thursday 26th November 2015 at 2pm

Click on the button below to book a place on a Webinar, or call People Inc. on 01908 265111.


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Index


  • System Health Check
  • Manage Salary Reviews
  • Self-Service update
  • Online Statistics
  • Reporting Update
  • Pay Period Overview
  • ESS Scheduler
  • Employee Directory update
  • Training Matrix
  • Partner Conference
  • HR Policy Sign-off
  • Company News Feature
  • Software Clock
  • People Inc. v4
  • Building in Benefits
  • Absence Update
  • Working with Partners
  • Competency Management
  • Features Browser
  • Hints and Tips
  • People Inc. Webinars
  • Org-Chart update
  • Wizards and Plugins Update
  • 2018 People Inc. Partner Event
  • Report Browser
  • Mail Queue Manager
  • Absence Wizards
  • On-line Payslips
  • Custom Appraisal Forms
  • Recalculate Data-Screen Wizard
  • General Data Protection Regulation
  • Training Wizards
  • Manage Leavers
  • New People Inc. Wizards
  • Departmental Timesheets
  • People Inc. 3.6
  • Staff Timekeeping
  • Social Mobility
  • Employee Directory
  • On-line Appraisals
  • Expense Claims
  • Organisation Charts
  • Recruitment Web Publishing
  • Company Statistics
  • New Web Client
  • Pay Review Process
  • Driving Incidents
  • Payroll Change Log
  • People Inc. in the Cloud
  • Employee Self-Service Customisation
  • Delete Records
  • New user training events
  • People Inc. version 3.5 released
  • Annual People Inc. Partner Event
  • Report Writer Training
  • Dealer Conference
  • Charity automates standard HR tasks
  • Pension Auto Enrolment
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