Absence Reimbursement without Expense Module

Introduction

In an organization, there will be multiple times where the reimbursement process is been used. We all have to agree that in a growing organization reimbursement play a vital role. In Oracle Fusion it provides a way to track the reimbursement process and history and that is Expense module. But this blog is all about tracking reimbursement process and history without Expense module. This can be achieved by the integration Absence, compensation and payroll element.

Procedure

 

 

 

·       Step 1:- Create an Absence Type as Business Trip (Please note we are not creating any absence plan. So, in one way we are not adding any absence plan in employee history)

         Step 2:- Prepare a workflow as per the requirement

·       Step 3:- Create a new value set from setup and maintenance (In this value set the details of Business Trip will be listed)

·       Step 4:- Create a Payroll Element from setup and maintenance (In this the value set will be added)

·       Step 5:- Define an Individual Compensation Plan from setup and maintenance (In this the payroll element will be added)

·       Once the Absence of Business Trip is approved from the management side, the approved absence will display in Manage Personal Contribution.

·       Step 6:- Navigate to Me>>Show More>>Manage Personal Contribution>>Select Add

·       Step 7:- Select the Individual Compensation plan and give the amount and submit.

·       Step 8:- Prepare a workflow as per the requirement

·       Once it approved the amount will be added in the payroll element.

·       Now the payment process can be taken ahead using the payroll element.

Advantages

·       Expense module is not been used which makes it economical.

·       User friendly.

·       Easy to track from employee, admin and manager side.

·       Absence Record can also be kept in record.

·       For every action workflow can be set. 

Creds: Samarpan Das