Let employees submit claims, then reimburse through payroll.
Employees submit multi-line reimbursement claims with optional receipts, managers and HR approve them, and approved claims create non-taxable payroll adjustments.
Expense Claims
01Draft claimExpense Claims process stepActive
02SubmitExpense Claims process stepActive
03Manager reviewExpense Claims process stepActive
Expense Claims screen with reimbursement workflow tracking.
The Expense Claims page from HRM keeps employee reimbursements, receipt review, approval status and payroll handoff organized in one workflow.
Expense Claims workflows that stay connected.
Employees submit multi-line reimbursement claims with optional receipts, managers and HR approve them, and approved claims create non-taxable payroll adjustments.
Claim line items
Capture one line per meal, taxi, software purchase or other reimbursable expense.
Receipt upload
Attach optional receipts so approvers can review supporting proof.
Payroll integration
HR approval creates a payroll adjustment picked up by the next payroll run.
Draft to paid without changing the payroll engine.
The module sits on top of payroll adjustments, so claims move through approval while payroll receives the final reimbursement amount.
- Draft claim
- Submit
- Manager review
- HR approve
Every claim state has a clear meaning.
Choose a view to see how this module keeps daily HR work structured and reviewable.
Draft
Only draft claims remain editable before submission.
Values remain traceable in HRM.Details that make expense claims dependable.
HR override path
HR can approve submitted claims directly when manager review is unavailable or not required.
Rejection reasons
Employees see why a manager or HR rejected a claim.
Cancellation
Employees can withdraw claims before HR approval.
Seeded categories
Eight default categories cover common reimbursement types.
Receipt controls
Uploads remain tied to the claim for approval review.
Portal views
Employee, manager and admin endpoints support the full workflow.
Expense Claims works with the rest of HRM.
Employees
Shared context keeps this workflow aligned with employees records.
ConnectedPayroll
Shared context keeps this workflow aligned with payroll records.
ConnectedManagers
Shared context keeps this workflow aligned with managers records.
ConnectedReports
Shared context keeps this workflow aligned with reports records.
ConnectedShared context keeps this workflow aligned with email records.
ConnectedWhat HR teams usually ask about expense claims.
Yes. HR can approve submitted claims directly if the organization grants that permission.
The docs describe the generated payroll adjustment as a non-taxable addition.
After it is included in a locked payroll run.
See how expense claims fits your HR operation.
Map your current workflow to the right HRM setup, permissions and rollout plan.