This activity is used to link Expense Rules and Travel Request Configurations to a specific employee or employee category in a company. Linking an Expense Rule to an employee will set that rule as the default rule when the employee creates a new Expense Sheet/Travel Request. However, the employee will still have the option to choose from other available Expense Rules.
If an employee has a specific agreement with the company, you must define the Expense Rules and connect the rules with the employee information in this page. Expense Rule is not company dependent.
The system will use the following order of priority when identifying the Expense Rule / Travel Request by default:
In the Rule Assignments page, specify an employee category if you want the rule assignment to apply for all employees belonging to a specific category. Otherwise, you can specify an employee in the Employee field to define the assignment for one employee.
In order to perform this activity,
As a result of this entry, the information in the expense form will be based on the connection to the selected Expense Rule with either the Company ID or Employee Category for the employee.