How to create & assign expense policies?

1. Tap on the DROP DOWN menu located at the top right corner of your HOMEPAGE.
2. Choose CONFIG MODE from the options.

3. Navigate to the EXPENSE section under the PAY tab.

4. Opt for EXPENSE POLICY.

5. Press CREATE, customize the policy according to your needs, and then click SAVE.

• After creating the expense policy, proceed with the following steps to assign it to employees:

1. Access the OPERATIONS feature located under the CLOCK IN/OUT button.
2. Locate the EXPENSE CLAIMS POLICY.

3. Select EXPENSE CLAIMS POLICY.

4. Upon opening, you can assign it to all employees by choosing the BULK ASSIGN option or by double-clicking on the empty space in front of each employee's name under the expense policy.