These training videos are designed to help HR administrators get up to speed with the Expense Module in JustLogin. The series is split into three parts, covering everything from a high-level overview to day-to-day administration and end-to-end expense processing.
Part 1: Expense Module Overview
This video introduces the Expense Module and gives you a solid foundation before diving into configuration and workflows. By the end of this section, you will understand:
- What the Expense Module does and how it fits into your HR processes.
- Key features available to administrators and employees.
- What to expect as you begin using the module.
Part 2: Expense Administration and Approver Assignment
This video walks you through the Administration page and the configuration options available to you as an admin. It covers:
- Administration settings you can manage within the Expense Module.
- Assigning Approving Officers to handle expense transaction approvals for your organization.
Part 3: Expense Submission, Approval, and Reports
This video demonstrates the complete expense lifecycle from submission through to reimbursement, including:
- Submitting an expense claim, including how to use the Claim for Others feature on behalf of another employee.
- The approval and reimbursement process, so you know what each stage looks like.
- Available reports and how to use them to track and audit expense activity.
Tip: We recommend watching the videos in order, as each part builds on the concepts introduced in the previous one. |