Admin Portal

This page provides step-by-step answers to the FAQs related to the ESS Portal and Admin Portal.

Pre-requisites:

✔ Admin credentials

Let us look at how the Admin can set an ‘Expense Module’ for employees which will be reflected in the ESS portal.

How to set ‘Expense Type’?

Log in to the cloud portal and select ‘ESS Settings’. Click on the ‘Expense’ tab and select the ‘Expense type’ subtab now simply click on the ‘+’ icon to create a new Expense Type.

A ‘New Expense’ pop-up window will open where you can add details such as ‘Business Unit’. Enter the name in the ‘Expense Type’ field. You can also decide whether you want to give ‘Approval Rights’ or not. In addition to that, you simply check the box for ‘Location’ if you want to add a location for this particular expense.

How to Set ‘Expense Eligibility’ for expense types?

Go to ‘ESS Settings’ from the cloud portal and under the ‘Expense’ tab select ‘Employee Eligibility’ subtab then click on the ‘+’ icon to open an ‘Expense Eligibility’ pop-up window.

• Fill in the necessary fields to set ‘Expense Eligibility’ to improve productivity management.

• Start with selecting the ‘Business Unit’ you want it to be applicable to. This way system allows you the flexibility to customize expense eligibility for various business units.

• From the ‘Expense Type’ drop down you can choose from various expenses that you have created in the system conveniently.

• You can also select an ‘Employee Code’ making it super easy to select individual employees and save a lot of time in the process.

• You also need to set an ‘Amount’ which will be the upper limit for this eligibility criteria. So, the expense claim that will be approved for the eligibility criteria can not exceed this amount.

• The ‘Approval Type’ drop-down gives you quick access to set it as ‘Claim Wise’ or ‘Month Wise’

'Claim Wise' means approvals are done individually for each claim, offering flexibility. 'Month Wise' means a consolidated amount will be considered for approval within a month.

• In addition to that you get an option to ensure that there is ‘No Approval up to Amount’. That way mundane expenses can pass swiftly without hindering day-to-day operations. That also means less administrative work for those who are in charge of approving the expense and focus better on their high-stake responsibilities.

• Option to set ‘Prior Days Claim Request Limit’ allows you to limit the prior claim request up to a certain number of days.

For example: if you set 7 days in this setting then the system will not allow employees to submit claim requests more than 7 days old.

• If you tick the check box for ‘Limit to attendees’ the system will check the eligibility according to the employee’s attendance or completed shift hours. This means only the employees who have completed a certain number of shift hours or attendance.

How to do ‘Auto Document Number Setting’?

‘Auto Document Number Setting’ generates a unique 'Transaction Code' automatically when an employee submits a claim. This feature streamlines record-keeping by ensuring each transaction has a distinct identification, reducing errors and enhancing organization. It simplifies tracking and makes it easier to find it resulting in efficient management of employee claims within the system.

Log into the cloud portal and go to the ‘ESS Settings’ menu. Under the ‘Expense’ tab click on the ‘Auto Document Settings’ subtab.

The system allows you to customize series settings by selecting the initial 'Characters,' specifying the 'Trailing Zero,' and the 'Starting Number.' This feature allows you to see the preview for defining unique identifiers for various elements within the system resulting in better data management.

How to create ‘Expense Mode’?

The system allows you to easily create ‘Expense Mode’. Go to the ‘ESS Settings’ menu and under the ‘Expense’ tab click on the ‘Expense Mode’ subtab and simply click on the ‘+’ Icon. Here, you can enter essential information such as the ‘Expense Type’, ‘Mode’, the ‘Rate’ that allows for this expense type and the ‘Unit’ of expense.

The system allows you to simply click on the checkbox for the ‘Kilometer Required?’. If you check the box the ‘Unit’ will always be in the terms of Kilometer.

How to create ‘Expense Purpose’?

Go to ‘ESS Settings’ and under the ‘Expense’ tab click on the ‘Expense Purpose’ subtab and click on the ‘+’ icon. A ‘Purpose’ pop-up window will open, simply enter the purpose and click on the ‘Save’ button. The system will immediately add this purpose.

You can also create multiple expense purposes in the system.

How to set a ‘Lock Date’ for expense claims?

Go to ESS Settings and under the Expense tab go to the ‘Expense Lock’ subtab. This feature allows you to set a lock date for the expense type. For this enter the date against the Expense type, this is the lock date for an entry date.

For example, if you set a lock date for a particular date type the system will not allow employees to submit entries before that date. This feature helps you bring a more structured approach to expense management and improve efficiency.

How to do trip configuration?

Under the Expense tab, you need to click on the ‘Trips’ subtab. Use the ‘Trip’ toggle key to enable or disable the trip type on the expense claim page.

You can choose to configure proof uploads through ‘Camera Only’ or ‘Gallery and Camera’. The camera-only feature will work only on mobile devices.

You will also get an option to choose whether you want to ‘Capture Location’ by choosing ‘Yes’ or ‘No’. The location will be captured only on the mobile devices.

Next, you need to configure the expense type and mode in the expense module.

For that go to ‘ESS Settings’ in the admin portal, select the ‘Expense’ tab and then ‘Expense Type’.

Now you can select the ‘Expense Mode’ subtab under the expense tab and click on the ‘+’ icon. A pop-up window will open where you can define ‘Rate’ and ‘unit while setting up mode and on the basis of this configuration trips functionality will work. You must check the box for ‘Kilometers Required’ for the trip function.

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