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Expense Claims Data Migration and Verification: Start Here

Start here for Expense Claims data migration and verification in brioHR: the articles in order, what each covers, and the PDF guides.

Audience & Scope

Audience: HR and admin teams setting up brioHR for the first time

Module: Expense Claims

Country: Malaysia, Singapore

Pre-requisites: Implementation kick-off meeting with your Implementation Manager (IM) completed; Expense Claims data migrated or about to be migrated by your IM

 

In these articles, you'll fill in the Expense Claims Migration Template and send it to your Implementation Manager (IM). It covers your claim settings, approval workflows, claim types, claim policies and this year's claim history. You'll need your company's claims policy, input from Finance on account codes, rates and limits, and this year's claim records. Fill in your Profile & Dashboards templates first, because approvers and policy options rely on the employee details in your Employee List. Once your IM has migrated your data, the data verification articles show you how to check it.

Part 1: Data migration

SECTION 1

Understanding the process

SECTION 2

What you need to prepare

SECTION 3

How to complete the template

What it covers

How claims work in brioHR, who does what, and what happens after.

What it covers

The data you'll provide, and the details to gather first.

What it covers

Step-by-step instructions for each tab.

What you'll do

Read through it once. There is nothing to fill in.

What you'll do

Tick off the readiness checklist.

What you'll do

Fill in the template and send it to your IM.

  1. Understanding the Expense Claims Data Migration Process
  2. How Expense Claims Work in brioHR: Claim Journeys, Claim Policies and What Happens After Migration
  3. What to Prepare Before Filling In Your Expense Claims Template
  4. How to Fill In the General & Approval Workflow and Approval Workflow (Details) Tabs
  5. How to Fill In the Claim Types Tab
  6. How to Fill In the Claim Policies and Claim History Tabs, and Send Your Template

Part 2: Data verification

#SectionWhat you'll do
1Verify your data, step by stepWork through the checks inside brioHR.
2Walk through your claim journeysCheck each type of claim would reach the right approvers and limits, then watch the first real claims.
3If something doesn't matchMatch what you see to its likely cause and fix.
4Sign off and go liveConfirm everything is ready, and know who to contact.
  1. How to Verify Your Claim Settings, Claim Types and Claim Policies
  2. How to Verify Expense Claims Approval Workflows, Access and Claim History
  3. How to Check Expense Claims Data for a Large Headcount
  4. How to Walk Through Your Expense Claim Journeys Before Go-Live
  5. If Your Expense Claims Data Doesn't Match, and How to Sign Off for Go-Live
  6. Help Your Managers and Employees Get Started with Expense Claims

Prefer a PDF?

Start with: Understanding the Expense Claims Data Migration Process →

 

Ownership

By: Aqilah