Managing expense categories via the HR Platform | HR & Payroll connected orgs

Overview

The Expense Categories feature shows you a list of expense categories you can assign to your employees. It displays the different types you have created in the payroll platform and the tax rate assigned to each one.

Important

For all payroll-connected organisations, Expense Categories are now managed through your payroll platform.

If your organisation uses the HR platform as a standalone, meaning you are not connected to a payroll platform, please refer to this article: Managing expense categories via the HR Platform | HR only orgs.

Availability

HR Plan:   Standard   Premium   Platinum
Payroll Plan:   Standard   Premium
  User Access:   Employee         Manager         Admin      

  We base the default access level on a per user basis and whether they have  view,  edit and  delete access and excluding any changes made via our Custom Security feature.

Daily activities

Update expense categories from Payroll
  1. Click the  Settings menu.
  2. Under Payroll Settings, click the Expense Categories submenu.
  3. Click the Update From Payroll button.
    screenshot of the expense categories page, with a highlight on the update from payroll button

    Helpful Hint

    You will now see an updated list of your expense categories from your payroll platform. A category with a red exclamation point icon means it is disabled. 

    screenshot of the updated expense categories page

Further information

Why is my expense category disabled in the HR platform?

If an expense category in your HR platform does not match with an expense category in your payroll platform, it will be disabled.

How can I create or edit expense categories?

You can create, edit, and manage expense categories in your payroll platform.

Can I still manage expenses in the HR platform?

You can still manage expenses in the HR platform. It's only the expense categories that need to be managed in the payroll platform.

Related content

So you have now managed your expense categories and are wondering what to do next. There are two recommendations I would make on this front, and they are:

  • HR platform: Goals (OKRs) This feature shows you how you can use the Objective, Key Results (OKR) framework to help align and connect all your employees to your company goals.
  • HR platform: Company Values This feature allows you to view the details of each of your organisation's chosen company values, enabling you to see the what your leadership team feels embody the vision and purpose of your business.
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