In the Expense Claims module, under HR Lounge > Expense Claims > Settings > Claim types > Edit Claim Type, you are able to include custom fields by clicking on the +Add fields icon. You may even set these custom fields as mandatory, by selecting the "This field is required" checkbox.
These custom fields are additional fields to be keyed in by the employee when they choose the claim type. For example, information such as hotel name, flight ticket number, etc.
Refer to the sample screenshot below, for an example of the HR Admin's view of custom fields settings from HR Lounge > Expense Claims, for the Meals Claim Type:
Refer to the sample screenshot below, for an example of the Employee's view of the custom fields from Home > My Claims, when creating a new claim for the Meals Claim Type:
HOW CAN THE HR ADMIN INCLUDE THESE CUSTOM FIELDS IN THE EXPENSE CLAIMS REPORT?
1. At HR Lounge, click on the Reports icon.
2. At Report Builder, click on Expense Claims > Create.
3. Click on the Fields & Filters icon.
4. At Claim - Custom Fields:
i. Select your preferred filters by ticking the checkbox.
ii. Click on the +Add filter icon, and select the values.
iii. Click on the +Apply changes icon, to apply the filters to your report.
5. Lastly, click on the Export Report icon, and select your preferred report format to download accordingly.
The custom fields will appear in your report, as shown in the sample screenshot below:
