How to link policies to employees.

• Related Articles

• Can we link multiple policies to employees.

  Path : Admin >>Expenses >> Policies >> Policy Employees >> View Details (w.r.to employees) Move to the employee record, to whom the policy should be linked and click on “View details”. Policy Linking – Toggle to multiple, if multiple policies must be ...

• How to link entities to a expense.

  Choose “Add entities” or “Link Entity” under actions w.r.t the Expense created and choose the Organization and Entity from the drop-down displayed and click on Submit. Path : Admin >>Expenses >> Expenses >> Add Entity

• How user can able to view expense policy.

  Path : User Login >> Travel & Expense >> Dashboard >> Policy >> Click On Policy Document The below process shows the travel and expense policy.

• What is the use of policy.

  A policy is to be created to group the categories and set-up the limits which will be linked to the employees, basis which the employee will be able to raise a Expense request.

• How we can set rules in a policy.

  Path : Admin >>Expenses >> Policies >> Add New >> Rules (5th stage of policy creation) Rules are used to set the limits for the requests that can be raised by the employees. We can set the limit based on rule type -Daily limit/monthly limit/yearly ...