Define Expense claim payment task

Preparing and assigning the task of paying the Expense claim payment clearance to the competent person

In the event that the facility's policy, regarding paying the Expense claim submitted by employees, through the self-service application, is to pay them outside the payroll,

Therefore, to automate this process on the Jisr system correctly, it is necessary to appoint the competent person, who will be assigned the task of paying, for the required clearance amount, after the final approval of the request, based on the approval chain.

How to activate and assign the task of paying the expense claim?

The Jisr system provides the ability to create a task and assign it to the person responsible for paying the expense claim for employees.

This task allows the ability to review the details of the expenses claim before confirming its payment to the employee.

To activate this feature, please follow the following steps:

Go to the settings page
Click on the Tasks option
Click on the Expense claim tab
Go to the Expense claim payment task section.
Select the person responsible for the task of paying Expense claim payment through the option: Assign to an employee, then click Save.