Once you have connected the Expense Claims module to the Payroll module, and have transferred the approved claims to payroll, you may now validate the approved claim report in the payroll cycle you are processing.

For more information on how to connect the Expense Claims module to the Payroll module, click here.

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



1. At HR Lounge, click on Payroll.




2. At the Payroll dashboard, click on the Run Payroll icon to process the payroll. 





3. Click on the Claims icon, to validate the approved claim reports which have been transferred to the Payroll module, from the Expense Claims module.

 

*NOTE : If there are claims to be validated, you will notice a red icon, displaying the number of claims pending validation, as shown in the sample screenshot below.

 





4. At the Claims to Payroll dashboard, all the approved claims that have been sent to payroll will appear here. You may choose the perform the below actions :

a. Add to payroll
Click this icon, to add the approved claim report to the current payroll.





*NOTE :

 Once the approved claim item has been added to the current payroll, the amount cannot be modified. To modify the claim item amount, you must do so from the Expense Claims module, and not the Payroll module.

 

You may only delete the claim item from payroll. However, take note, that if you delete the claim item from payroll, all other claim items belonging to the same claim report will be deleted as well.






b. Skip 

Click this icon, to skip adding the approved claim item in the current payroll cycle. If this action is performed, the approved claim item will still appear in the next payroll cycle to be added, skipped, or excluded.





c. Exclude

Click this icon, to exclude the approved claim from payroll. If this action is performed, the approved claim item will be permanently removed from the payroll.

 

*NOTE : To include the excluded claim item back to the payroll, you must do so from the Expense Claims module, and not the Payroll module.





5. Once an action has been performed, the status of the claim item will change, and you may view the history of the claim by clicking on the See history icon.

 

For example, the claim item has been added to the payroll. Below, is how the status and the claim history (in relation to payroll only) will appear, in the Payroll module:









To undo an action that was performed, click on the "Undo" icon. The status of the approved claim item will be reverted, and ready for further action to be performed again (Add to payroll, Skip or Exclude).







Lastly, when a claim report has been added to the payroll, and the payroll has been completed, the claim report information will appear in the employee's payslip as shown in the sample below: