Once you have connected the Expense Claims module to the Payroll module and transferred the approved claims to payroll, you can validate the approved claim report in the payroll cycle you are processing.
For more information on connecting the Expense Claims module to the Payroll module, click here.
For details on sending approved claims to payroll, click here.
- In HR Lounge, click on Payroll.
- On the Payroll dashboard, click the Run Payroll icon to process the payroll.
- Click the Claims icon to validate the approved claim reports that have been transferred to the Payroll module from the Expense Claims module.
NOTE:
If there are claims awaiting validation, a red icon will display the number of claims pending validation, as shown in the sample screenshot below.
- On the Claims to Payroll dashboard, all approved claims sent to payroll will appear here. You can choose from the following actions:
A. Add to Payroll
Click this icon to add the approved claim report to the current payroll.
NOTE:
Once the approved claim item is added to the current payroll, the amount cannot be modified. To change the claim item amount, you must do so in the Expense Claims module, not the Payroll module.
You can only delete the claim item from payroll. However, if you delete the claim item, all other claim items belonging to the same claim report will also be deleted.
B. Skip
Click this icon to skip adding the approved claim item in the current payroll cycle. If skipped, the approved claim item will still appear in the next payroll cycle to be added, skipped, or excluded.
C. Exclude
Click this icon to exclude the approved claim from payroll. If excluded, the approved claim item will be permanently removed from the payroll.
NOTE:
To include an excluded claim item back into the payroll, you must do so from the Expense Claims module, not the Payroll module.
Once an action has been performed, the status of the claim item will change. You can view the history of the claim by clicking the See History icon.
For example, if the claim item has been added to payroll, the status and claim history (in relation to payroll only) will be displayed in the Payroll module.
To undo an action, click the Undo icon. The status of the approved claim item will revert, allowing you to perform further actions (Add to Payroll, Skip, or Exclude).
Finally, when a claim report has been added to the payroll and the payroll process is complete, the claim report information will appear on the employee's payslip, as shown in the sample below.
Need Assistance?
If you have any questions or require assistance, please reach out to our support team via live chat or email us at support@briohr.com.