Staff Claims

Objective

• To capture employee staff operational claim process

Introduction

• This relates to a situation where employee incur expenses on behalf of the company .
• Such employee did not collect operational advance from the comany for the expenses.
• Hence, the staff claim process focus on the refund to the company

Process

1. Goto Self Service >> My Requests>> Staff Claims
2. Header
   • Complete all the relevant field in the Staff Claim transaction screen as shown below
   • Select create batch button
   • System opens the detail section of the staff claim transaction screen

1. At the detail section, select the relevant items for the expenses, assets or other items
2. Give additional information regarding the expenses
3. Insert the amount for the selected item
4. Click create entry button
5. Multiple entries can be added while the list of entries are listed in the list section box at the bottom
6. The system auto computes tax implication based on the tax policy defined for the item selected.
7. Total net payable in the details must agree with claim amount entered at the header section
8. Click submit for processing
9. Transaction follows a defined workflow approval routes of the company.
10. At final approval,
    • System automatically updates relevant account .
    • System sends the transaction to treasury bills payment engine for payment processing