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HRMS Training

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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HRMS Training

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  1. HRMS Training

  2. I EXPENSE USER GUIDE

  3. 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?

  4. Login to the Oracle Application 1 Type your User Name & Password 2 Click on Login to access Oracle ERP Application

  5. How Do I Claim Medical Expense?

  6. Navigate to Internet Expense 1 In the main menu at your left, click on Internet Expense

  7. Create Expense Report 1 In the top right corner, on ‘Expense Home’ page, click on ‘Create Expense Report’

  8. 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

  9. Create Receipt Based Expense Report 1 Click on Detail icon

  10. 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.

  11. 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

  12. 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

  13. 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!

  14. 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

  15. 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

  16. How Do I Claim Advance? • Login to Oracle Application • Navigate to Internet Expense from the left menu • Create Expense Report from the IExpensehome page

  17. 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

  18. Create Receipt Based Expense Report 1 Click on Detail icon

  19. 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

  20. 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

  21. 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!

  22. 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

  23. 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’

  24. 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

  25. 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

  26. Create Receipt Based Expense Report 1 Click on Detail icon

  27. 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

  28. 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

  29. 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

  30. 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

  31. 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!

  32. 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

  33. 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’

  34. 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

  35. 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

  36. 5. Create Receipt Based Expense Report 1 Click on Detail icon

  37. 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

  38. 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

  39. 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!

  40. 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’

  41. How do I Approve IExpense Claims • Login to Oracle Application

  42. 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

  43. Approval of Expense Reports 1 You can Approve/ Reject/ Reassign or Request for more information from Employee

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

  45. Claim Process Flow

  46. 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

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