Configure general settings for your Expense Claims module.
Login to your BrioHR account:
1. Go to HR Lounge.
2. Navigate to Expense Claims.
You’ll be directed to Expense Claims landing page.
3. Go to Settings.
4. Navigate to General. On this page, follow these steps to set up:
- Set cut off date
- Set claim validity (optional)
- Set approval workflow (choose specific employee and/or position - manager/HR/finance).
- Choose who’ll be the claim assignees (optional; applicable only if you include position HR and/or finance in the approval workflow in [c])
5. Click Save Settings once done.