"How do I manage employee expenses?" by Hero Academy training

What are expenses?

This feature allows employees to claim repayment from their employer for expenses they've incurred related to their employment. This article walks you through how to set up a hassle-free expense reimbursement process that will enable you to pay back employees who have spent their own money on something for work. This will also walk you through how you can manage the review, approval, and reporting process.

 

How do employees submit expenses? How do admins approve and track expenses?

 

WATCH: The training video

 

READ: Step-by-step articles

  1. Payroll and HR expense management feature comparison
  2. HR Platform: Expense settings
  3. HR Platform: Expense management

 

FAQs

Is the expenses feature available on all subscriptions?
Expenses are available for premium and platinum subscriptions only.

Does the expenses feature in the HR platform link to my payroll system?
No. This is a stand-alone reporting function, which means it does NOT integrate or sync to any payroll integration.

What happens if I’m integrating with KeyPay or Employment Hero Payroll - which expense tool do I use?
During the integration steps, you will see a prompt to opt in (or out) of expenses on the HR platform. If you change your mind, you can simply switch it back on via the Menu Customisation feature.

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