Employee Lifecycle
One system of record for every employee - profile, employment history, bank details, documents, and org structure - from onboarding to offboarding.
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Expense Claims
Employees submit business expenses, managers approve them, and finance marks them paid.
Overview
Expense Claims gives employees a simple way to submit business expenses with details and receipts, and gives managers and finance a clean approval and payment flow.
Claims move from submitted to approved to paid, with a record at every step. The module is optional and can be switched on by an administrator.
How it works - step by step
- 1An employee submits a claim with the expense details.
- 2The manager reviews and approves or rejects it.
- 3Finance checks the approved claims.
- 4Finance marks the claim as paid.
- 5The employee sees the status throughout.
- 6Expense reports show spending by category and period.
Key capabilities
- Submit expense claims with amount, category, date, and notes.
- Manager approval or rejection with comments.
- Finance marks claims as paid.
- Status tracking for employees and approvers.
- Expense reports with filters and Excel export where enabled.
- Role-based access so approvers see only their scope.
Benefits
- Faster reimbursements.
- Fewer lost receipts and email chains.
- Clear spending visibility.
- An audit trail for every claim.
Who gets what
- Employees: an easy way to claim and track expenses.
- Managers: quick approvals in one place.
- Finance: clean, approved claims ready to pay.
What it replaces
- Expense forms in email.
- Spreadsheets of claims.
- Paper receipts handed in.
Common questions
Is it on by default?
No. Expense claims are optional and enabled by an administrator.
Who marks a claim as paid?
Finance users with the right permission mark approved claims as paid.
See Expense Claims in action
Agree a claim deadline each month so finance can reimburse in one batch.
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