HR Expense & Payroll Integration
| Lines of Code | 305 |
| Technical name | to_hr_expense_payroll |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/15.0/to_hr_expense_payroll |
| Read description for | v 10.0 v 11.0 v 12.0 v 13.0 v 14.0 v 16.0 |
| Required Apps | Expenses (hr_expense) Time Off (hr_holidays) Discuss (mail) Invoicing (account) Employees (hr) Calendar (calendar) Employee Contracts (hr_contract) |
| Included Dependencies | Payroll TVTMA HR Payroll Accounting Partner Date of Birth HR Contract Action Buttons Employee Relatives Viindoo Base Viin HR Expenses Employee Working Schedule Viin HR Base Viin HR Contracts HR Accounting Time-Off Custom Accounting Customization Payment with Payment Lines Account Reconciliation Widget |
Demo video: HR Expense & Payroll Integration
What it does
This module is a bridge between the HR Expense application (hr_expense) and the Payroll application (to_hr_payroll) to transfer Expenses made by employees to their payslips for later reimbursement by the company.
Key Features
The module provides additional features:
- Allow employees to propose reimbursement for their expenses on the payslips.
- Add the salary rule HR Expense Reimbursement Amount to calculate the amount to be reimbursed to an employee during a salary cycle. You can adjust this salary rule appropriately:
- Example: result = sum(payslip.hr_expense_ids.filtered(lambda exp: 'Air Ticket' in exp.product_id.name).mapped(total_amount)) will summarize all the expenses amount concerning 'Air Ticket' and return the result for the salary rule.
- Etc.
- Allows to identify information about expenses and automatically calculate the amount to be reimbursed to employees on payslips.
Editions Supported
- Community Edition
Installation
- Navigate to Apps;
- Search with keyword to_hr_expense_payroll;
- Press Install.
Instruction
Instruction video: HR Expense & Payroll Integration
1. Employee proposes reimbursement for expenses in payslip
Go to Expenses ‣ My Expenses ‣ My Expenses to Report to create and submit to the manager to approve your expenses that have been paid. Then, you need to check Reimbursed in Payslip on the expenses:
See more instructions at Create expenses by employees.
After the manager approves the expenses and the accountant posts the expense report, you will see the message All expenses in this sheet will be reimbursed in payslips. Hence, this expense report will only be completed when the corresponding pay slip declared and reconciled with the expense entries on the expense report.
2. Calculate the amount to be reimbursed to the employee
Go to Payroll ‣ Payslips ‣ Payslips to create a new payslip for an employee, press Compute Sheet, then you will see:
- Details of employee expenses during the salary cycle.
- The amount to be reimbursed to the employee is automatically calculated on the payslip based on the salary rule.
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