We will show you how apply for an expense application from the employee portal, and how to approve or disapprove an expense application from the line manager and HR portal.
First, download the People-i from the Google Play Store or the App Store by entering People-i in the search bar. Remember to leave a space between people and i. Once you have downloaded the app, enter your credentials to log in and select the Employee Portal. What you see on your screen now is the Employee Portal Dashboard. In order to create an expense application, click on the third icon labeled “Apply Expense”.
This will take you to the Expense Module, where you can add multiple expenses within an application. However, all expenses added within a single application must be of the same currency.
}})
Therefore, before you can proceed to adding expenses, select the currency from the drop-down menu appearing at the top of the screen.
}})
Once you have selected a currency, the “Add Expense” button at the bottom will become enabled. Click on it to add your first expense.
}})
}})
In the “Date” field, enter the date on which the expense was incurred.
}})
Next, in the “Expense Type” field, you will be able to see a list of the different types of expenses you are entitled to apply for, based on your company policy. Select the Expense type for which you would like to apply for reimbursement. Based on your selection, the app will show your entitlement for that expense type based on your company policy. A different entitlement will be shown for each expense type. For instance, if you select mileage expense, you can see the different types of entitlements based on different modes of transportation.
}})
}})
However, if you select Airfare, the app is showing that you are entitled to a 100% reimbursement of the incurred expense. Again, these are just examples of general setups, the actual entitlement is fully configurable by your HR department according to your company policy.
}})
In the “Reason” field, you can select from a number of pre-defined reasons for which the expense was incurred. These are defined by your HR department.
}})
If none of the reasons match your requirements, select the “Other” field. This will open a text box where you can freely enter the reason.
}})
Finally, you need to add the amount of the expense that was incurred. Then, In the final field you can attach any invoice, receipt or other supporting document as evidence for your expense. If supporting documentation is marked as mandatory by your HR department, you will not be able to save the application until you have added a document.
}})
Once this is done, click on save. You will be taken back to the previous screen where you can see the expense that has been added along with the total.
}})
Follow the same steps to add as many expenses as you like to the application. These will be accumulated on this screen and the total will be constantly updated to show you the total amount being applied in the expense application.
}})
Once all expenses have been added, click on Submit. The application has now been sent to your Line Manager for approval.
}})
To see the status of any previously created applications, click on the “Status” button in the top bar. You can use the bar below to see any Pending, Approved or Disapproved applications.
}})
To see the status of any previously created applications, click on the “Status” button in the top bar. You can use the bar below to see any Pending, Approved or Disapproved applications.
}})
Video Tutorials
}})
Expense Applications through Mobile App (EM Portal)
In this video, We will show you how apply for an expense application from the employee portal, and how to approve or disapprove an expense application from the line manager and HR portal.