Available for the following plans: Plus, Unlimited HR, Engage, Elite, Unlimited HR+Payroll,
Available for the following user access levels: Admin or CSS Access
UK EmploymentOS (eOS) organisations can now manage expense categories directly in HR. Eligible users can create and edit expense categories, keeping HR and payroll in sync and ensuring your expense data is always up to date.
Before you start, make sure your organisation is an EmploymentOS (eOS) organisation in the UK.
This article explains how to:
Create and edit expense categories
Admins, Owners, and users with CSS pay run access can create new expense categories or update existing ones in HR. All changes automatically sync to payroll.
Steps to create or edit expense categories
- Log in to Employment Hero as an Admin, Owner, or a user with CSS pay run access.
- Go to Settings, then Expense Categories & Policies.
- To create a new expense category, select Add Expense Category and enter the required details.
- To edit an existing category, select the category from the list and update the details as needed.
- Select Save. The updates will automatically sync to payroll.