Expense management lets employees submit claims with receipts and routes them through the EXPENSE approval chain, the same engine used by leave and requisitions. Find it at /people/expenses.
Submitting a claim
- 1Open People > Expenses and choose New expense.
- 2Enter date, amount, currency, category and a description.
- 3Attach the receipt image or PDF; it is stored in HR storage against the claim.
- 4Submit. The claim is pending and goes to the first approver in the chain.
Approving
- Approvers see the queue in People > Approvals with amount, category and receipt.
- Approve, reject with a reason, or request changes.
- Multi-step chains, for example manager then finance, run in sequence.
Tracking and reporting
- Approved claims move to reimbursement and can be marked paid.
- Filter by employee, category, status and period.
- Export for accounting, or use HR reports for spend by department.
Set an SLA on each step of the EXPENSE chain so claims are not left waiting. Overdue steps are flagged.
Employees see only their own claims; HR administrators see all.