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HRMS Training. I EXPENSE USER GUIDE. Agenda. How do I Claim Medical Expenses How do I Claim Advance How do I Claim Outstation or Local TA/DA ? How do I Approve IExpense Claims? How do I Apply for Leave? How do I Approve Leave?

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Presentation Transcript
agenda

Agenda

  • How do I Claim Medical Expenses
  • How do I Claim Advance
  • How do I Claim Outstation or Local TA/DA?
  • How do I Approve IExpense Claims?
  • How do I Apply for Leave?
  • How do I Approve Leave?
  • I don’t have authority to approve the leave. How do I reassign?
login to the oracle application
Login to the Oracle Application

1

Type your User Name & Password

2

Click on Login to access Oracle ERP Application

navigate to internet expense
Navigate to Internet Expense

1

In the main menu at your left, click on Internet Expense

create expense report
Create Expense Report

1

In the top right corner, on ‘Expense Home’ page, click on ‘Create Expense Report’

select appropriate expense template
Select Appropriate Expense Template

1

Select Expense Template ‘Medical Expense’

2

Click on ‘Next’ to proceed

3

You will reach the ‘Create Expense Report Cash and Other Expenses Page

fill in details of expense report
Fill in details of Expense Report

Choose the correct expense type from the dropdown list

1

In the ‘Details’ page, fill in details of the expense.

fill in a dditional d etails
Fill in Additional Details

Click on ‘Return’ after filling the details to go back to previous page

3

2

You can select ‘Yes’ in case the hospital is NABH approved through the Search and Select icon

1

Fill in ‘Additional Details’ in the same page

update allocations
Update Allocations

1

Your details are reflected in the Expense Line

Click on ‘Next’ to proceed

2

On the Next page Click on ‘Next’ to proceed

review and submit
Review and Submit

1

In the ‘Create Expense Report: Review’ Page, review your expense report

2

Once reviewed, click on Submit to submit the expense report

Your claim is now submitted for approval!

generate expense report
Generate Expense Report

Expense report with unique number is generated

The approvers list can be seen below in the ‘Approvers’ tab in the same page

track and update expense reports
Track and Update Expense Reports

Submitted Expense Reports can be tracked in the ‘Expense Home page’

You can also withdraw any submitted expense report before they are cleared by finance

Submitted Expense Reports can also be updated from the ‘Expense Home page’

Go Back to AGENDA

slide16
How Do I Claim Advance?
  • Login to Oracle Application
  • Navigate to Internet Expense from the left menu
  • Create Expense Report from the IExpensehome page
select appropriate expense template1
Select Appropriate Expense Template

1

Select the appropriate Advance Template

2

Click on ‘Next’ to proceed

3

You will reach the ‘Create Expense Report Cash and Other Expenses Page

fill in details of expense report1
Fill in details of Expense Report

1

In the ‘Details’ page, fill in details of the expense.

Click on ‘Return’ after filling the details to go back to previous page

2

update allocations1
Update Allocations

1

Your details are reflected in the Expense Line

Click on ‘Next’ to proceed

2

On the Next page Click on ‘Next’ to proceed

review and submit1
Review and Submit

1

In the ‘Create Expense Report: Review’ Page, review your expense report

2

Once reviewed, click on Submit to submit the expense report

Your claim is now submitted for approval!

generate expense report1
Generate Expense Report

Expense report with unique number is generated

The approvers list can be seen below in the ‘Approvers’ tab in the same page

track and update expense reports1
Track and Update Expense Reports

Submitted Expense Reports can be tracked in the ‘Expense Home page’

You can also withdraw any submitted expense report before they are cleared by finance

Submitted Expense Reports can also be updated from the ‘Expense Home page’

slide24
How Do I Claim TA/DA?
  • Login to Oracle Application
  • Navigate to Internet Expense from the left menu
  • Create Expense Report from the IExpensehome page
select appropriate expense template2
Select Appropriate Expense Template

- Select Local TA/DA within city if your travel is limited to your city or location of work

- Select Outstation TA/DA, if your travel is out of the city

1

2

Click on ‘Next’ to proceed

3

You will reach the ‘Create Expense Report Cash and Other Expenses Page

fill in details of expense report2
Fill in details of Expense Report

1

3

In the ‘Details’ page, fill in details of the expense.

Click on ‘Return’ after filling the details to go back to previous page

2

You can provide additional information through search and select category

open per diem expense to fill da
Open Per Diem Expense to fill DA

Your details are reflected in the Expense Line

1

To fill in DA, click on ‘Per Diem Expenses’

This will open the ‘Per Diem Expense’ Page

create per diem expense report
Create Per Diem Expense Report

1

Click on Detail icon

2

3

In the ‘Details’ page, fill in details of the expense.

Click on ‘Return’ after filling the details to go back to previous page

update allocations2
Update Allocations

Your details are reflected in the Expense Line

1

Click on ‘Next’ to proceed

2

On the Next page Click on ‘Next’ to proceed

review and submit2
Review and Submit

1

In the ‘Create Expense Report: Review’ Page, review your expense report

2

Once reviewed, click on Submit to submit the expense report

Your claim is now submitted for approval!

generate expense report2
Generate Expense Report

Expense report with unique number is generated

The approvers list can be seen below in the ‘Approvers’ tab in the same page

track and update expense reports2
Track and Update Expense Reports

Submitted Expense Reports can be tracked in the ‘Expense Home page’

You can also withdraw any submitted expense report before they are cleared by finance

Submitted Expense Reports can also be updated from the ‘Expense Home page’

slide34
How Do I Claim Imprest Expenses?
  • Login to Oracle Application
  • Navigate to Internet Expense from the left menu
  • Create Expense Report from the IExpensehome page
4 select appropriate expense template
4. Select Appropriate Expense Template

1

Select Expense Template ‘Imprest Expenses’

2

Click on ‘Next’ to proceed

3

You will reach the ‘Create Expense Report Cash and Other Expenses Page

6 fill in details of expense report
6. Fill in details of Expense Report

2

Click on ‘Return’ after filling the details to go back to previous page

In the ‘Details’ page, fill in details of the expense.

1

7 update allocations
7. Update Allocations

Your details are reflected in the Expense Line

1

Click on ‘Next’ to proceed

2

On the Next page Click on ‘Next’ to proceed

8 review and submit
8. Review and Submit

1

In the ‘Create Expense Report: Review’ Page, review your expense report

2

Once reviewed, click on Submit to submit the expense report

Your claim is now submitted for approval!

if i have missed any expense or wrongly filled a claim can i withdraw it answer is yes
If I have missed any expense or wrongly filled a claim, can I withdraw it?? Answer is YES!!

Expense report with unique number is generated

You can also withdraw any submitted expense report before they are cleared by finance

Submitted Expense Reports can be tracked in the ‘Expense Home page’

slide41
How do I Approve IExpense Claims
  • Login to Oracle Application
notification to approver
Notification to Approver

You can see messages in home page indicating Expense Reports pending for his/her approval

1

Click on the Report you want to view or approve

approval of expense reports
Approval of Expense Reports

1

You can Approve/ Reject/ Reassign or Request for more information from Employee

employee tracking expense reports
Employee Tracking Expense Reports

Approved Expense Reports are reflected in the Employee’s ‘Expense Home page’

hrms troubleshooting flow

HRMS Troubleshooting Flow

Level 3

Resolution Time : 7 days

Level 1

Resolution Time : 2 days

Level 2

Resolution Time : 3 days

User

Regional HR Support coordinates with Regional RCWG member to find solution

Contact HR Support in Regional Office

CO RCWG Member

Regional RCWG Member

Regional RCWG member coordinates with Wipro Team in Region to find solution

Regional HR Support

Facing issue in Oracle HRMS

Regional HR Support Contacts

Regional Wipro Team coordinates with ERP Team in Corporate to resolve issue

Regional WIPRO Support

Resolved issue is saved in case book for future reference