Creating a reimbursement group
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Select “Create Reimbursement Group” from the left pane.
The “Create Reimbursement Group " page appears.
The system displays the following fields.
|
Date Format |
The date format applicable for the login user. |
|
Reimbursement Setup Unit |
The name of the organization unit in which the reimbursement setup component is deployed and where the item is being defined. |
To enter the details of the reimbursement group
Enter the following
|
Group Code |
A unique code to identify the reimbursement group. |
|
Reimbursement Group Short Description |
A short description of a reimbursement group. |
|
Group Long Description |
A long description of a reimbursement group. |
|
Quantity/Amount |
Indicate whether the reimbursement is to be paid as |
|
|
§ Quantity; indicates that the reimbursement of a quantity of the item will be given to the employee, instead of the amount. |
|
|
§ “Amount”: this refers to the money that will be paid to the employee to refund the amount spent on the item under the reimbursement group |
|
Currency |
Specify the currency in which the eligibility for reimbursement items under the reimbursement group must be defined, if reimbursement is in amount. The currency can take values like US dollars, Indian Rupees |
|
Unit of Measurement |
Specify the unit in which the eligibility of reimbursement items under the reimbursement group must be defined, if reimbursement is in quantity. Examples are kilometers, litres and gallons |
|
Applicable To |
Choose the organizational units to which the reimbursement group details will be made available. The options in the drop-down list box are described below
|
|
Comments |
Any comments pertaining to the reimbursement group. |
The “Eligibility Specifications“ multiline displays the following details of all the grades applicable for the Reimbursement Setup Unit
Enter the following in the multiline, for each grade, grade set or combination of grade-grade set
|
Eligibility Value |
The cumulative eligibility limit for gradeset / grade / combination, for all the reimbursement items under the reimbursement group. The value or amount will be applicable for the specific calendar year that will be mapped the reimbursement group |
To deactivate the reimbursement group
Select the “Inactive” check box
The reimbursement group can no longer be accessed for any transaction. The reimbursement group will remain unavailable until it is activated again.
Select the Save pushbutton, to save the details for the reimbursement group.
6
|
6 Hyperlinked Text below |
Use this page to uniquely identify a reimbursement group and enter details for it.
To enter the details of the reimbursement group
To define a general eligibility rule
To specify eligibility details for a grade / grade set
To specify the applicable organization units
To deactivate the reimbursement group