How to add expenses as a employee

Managing expenses

Ezyhire | HR Operating System - https://app.ezyhire.com/app/employer/dashboard

1. Click on My Expenses

Choose my expenses form the side menu.

2. Select Month

Select the month against which you want to add the expense for.

2. Add new expense

Once you are on my expenses page you can view all your previous expenses list and click on add new expense button to add a new record for the selected month.

3. Adding new expense details

Once you are on add new expense page fill in all the details of the expense and upload the bill of the expense.

4. Submit Expense

Once you have filled in all the details of the expense and uploaded the bill of the expense click on the submit expense button.

5. View your created expense

Once submitted you can view it in your expense list with the status of it if pending, approved or rejected and also click on the three dots to download the submitted document and view the description of the submitted expense.

6. View rejection note

You can also view the rejection note if your submitted request was rejected by clicking on the three dots and rejection note.

How Employer and Reporting Manager views and updates all the employee’s expenses

Employer Managing teams expenses

1. Click on Expenses from the My Employees dropdown.

Click on My Employees and select Expenses from the dropdown

2. Select the employee and month

Once you are on Expense managamenet page, select the employee from the employees list and the month.

3. View all expenses by the employee

Once you select the employee you can view all their expenses list, you can either approve or reject the request.

4. View the expense description and submitted document

By clicking on the three dots you can view description and also download the submitted document.

5. provide the rejection note

to reject any expense click on reject button and provide the rejection note.