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How to do Reimbursement Setup in HRXpert Software ?

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Ans.1

Overview Of Reimbursement In Hrxpert Software

Process Of Reimbursement Setup In Hrxpert Software

OVERVIEW OF REIMBURSEMENT IN HRXPERT SOFTWARE

  • Reimbursement is the amount which the employee will get only after they have spent it. For an employee to claim the reimbursement, it should be defined by the company.
  • In many cases, the employee has to produce the necessary bills in order to claim it.

PROCESS OF REIMBURSEMENT SETUP IN HRXPERT SOFTWARE

  • Go to Data Entry > Reimbursement > Reimbursement Setup.

  • A 'Reimbursement' window will appear.
  • The mention the Expenses name i.e. Travelling expense, Medical expenses etc.. as per the requirement.
  • Suppose mention 'Conveyance'.

  • In 'Reimbursement head', the employer needs to map expenses with their group.
  • Suppose select 'Conveyance'.

  • In 'Calculation head', the employer will select the calculation type Fixed or variable.
  • Suppose select 'Fixed'.

  • In 'Maximum Reimbursement', the employer enter the Maximum Reimbursement amount.
  • Suppose mention '10000'.

  • In 'Reimbursement Based On', the employer will select Base for Reimbursement calculation.
  • Suppose select 'Half-Yearly'.

In 'Treatment of Reimbursement', the employer will select the treatment of reimbursement as per the requirement.

a. Carry Forward (Limit): Select the option if needs to carry forward limited amount of reimbursement.

b. Carry Forward: Select the option if needs to carry forward whole amount of reimbursement.

c. Lapse: Select the option if don't needs to carry forward the amount of reimbursement.

  • In 'LWP Effect', the employer will place check mark if needs to effect LWP.
  • Suppose skip it for now.

  • Click on 'Save' to save the changes.

  • A Marg Payroll alert of 'Want to Save Reimbursement Setup' will appear.
  • The employer will click on 'Yes'.

After following the above steps, the employer can do Reimbursement Setup in HRXpert Software.


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