HR Expense & Payroll Integration
| Lines of Code | 299 |
| Technical name | to_hr_expense_payroll |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/17.0/to_hr_expense_payroll |
| Read description for | v 10.0 v 11.0 v 12.0 v 13.0 v 14.0 v 15.0 v 16.0 |
| Required Apps | Expenses (hr_expense) Time Off (hr_holidays) Invoicing (account) Discuss (mail) Employees (hr) Calendar (calendar) Employee Contracts (hr_contract) |
| Included Dependencies | Payroll HR Payroll Accounting Employee Relatives Viindoo Base Advanced HR Expense Management Viindoo Accounting HR Contracts (Viindoo) Employees Customization Work Entry Work Entry - Contract HR Accounting Base Addendum Viindoo Holiday & WorkDay Manager Viin Time-Off Viin - Holiday Work Entry |
Demo video: HR Expense & Payroll Integration
What it does
This module is a bridge between the HR Expense application (hr_expense) https://viindoo.com/intro/expense and the Payroll application (to_hr_payroll) https://viindoo.com/apps/app/17.0/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.
Business Value
- Streamlined Reimbursement Process: Simplifies the management of employee expense reimbursement by integrating it directly into the payroll process.
- Accuracy and Transparency: Ensures that expense reimbursement amounts are accurately calculated and clearly documented in employee payslips.
- Time-saving: Reduces administrative workload by automating the transfer of approved expense data to payroll for reimbursement.
- Policy Compliance: Ensures alignment with company reimbursement policies by enabling configurable salary rules for expense categories.
- Financial Insights: Provides a unified view of expense reimbursements and salary payments, facilitating better financial management and planning.
Who Should Use This Module
This module is ideal for:
- Companies managing frequent employee expenses requiring streamlined reimbursement processes.
- HR and payroll teams seeking to integrate expense management with salary calculations efficiently.
- Organizations looking to maintain transparency and accuracy in reimbursing employee expenses.
- Businesses wanting to align expense reimbursement with payroll policies to minimize manual errors.
- Enterprises seeking to optimize time and resource utilization in handling expense-related payroll adjustments.
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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