BrioHR Help Center

There are two ways to connect the Expense Claims module to the Payroll module. For more information on how to do so, please refer to the below steps.

For more information on how to transfer the approved claims to payroll, click here.

For more information on how to manage the approved claims in the Payroll module, click here.

A. DEFAULT-LINKED PAYROLL ITEMS (GENERAL SETTINGS)

*NOTE : These general settings will be applicable to all claim types. 

To customize the individual claim types to be linked to the Payroll Center(s) under the Claim Types settings, refer to the steps mentioned below at "B. CUSTOM-LINKED PAYROLL ITEMS (CUSTOM SETTINGS)".

1. At HR Lounge, click on Expense Claims.

2. Next, click on Settings. 

3. Scroll down to the Payroll Connection column.

Link payroll center to payroll item.

*NOTE : 

This is the default-linked payroll item for every claim type. Therefore, under the General settings, by default, the "Expense Claims" payroll item and "Cash Advance Settlement" will be linked to the Payroll Center(s). 

*NOTE : 
1. The "Expense Claims" payroll item, is a default item under the "Reimbursement" category, that can be viewed at HR Lounge > Payroll > Settings > Default Payslip Items. 

The "Cash Advance Settlement" payroll item is a default item under the "Cash-Advance-Settlement" category.

 

2. You may also add custom payroll items at the Payroll Settings ("+Create custom item"), which can later be selected at the Expense Claims General Settings, as a payroll item to be linked to the Payroll Center. 

3. When creating a custom payroll item at the Payroll Settings:

- For the "Payroll Expense Items" , please ensure to select the Type as "Addition", and Category as "Reimbursement.

- For the "Payroll Deduction Items", please ensure to select the Type as "Deduction", and Category as "Cash Advance Settlement"

For more information on  how to create a custom pay item, please refer here

B. CUSTOM-LINKED PAYROLL ITEMS (CUSTOM SETTINGS)

*NOTE : These custom settings will be applicable to specific claim types only. This is to link the specific claim type to a specific pay item

1. At HR Lounge, click on Expense Claims.

2. Next, click on Claim types.

3. Click on the Edit icon for the specific claim type you wish to perform the payroll connection.

4. Click on Payroll Connection and select the payroll item to which the claim type should be linked, according to the Payroll Center(s). Click on the Save icon to complete the action.

*NOTE : The items in this list, correspond to all payroll items under the "Reimbursement" category in the Payroll module.

To learn more on how to connect a specific claim type to a specific custom pay item, please refer to this video :