Reimburse employees through Payroll

 

Pro tips:
Payroll items are additional items of Payroll. To see the additional items, go to payroll items page in Payroll 

Before you start, please bear in mind, this page only will be activated in the below scenario:
 
1. A company account has subscribed to Swingvy add on Payroll Module

Kindly contact Swingvy team from Monday to Friday 9 AM-6 PM (MYT/SGT) (exclude all Malaysia & Singapore public holidays) to learn more about available Swingvy's plans.
 
 
2. The currencies settings in both Payroll Module and Claims Module is matched
If the currencies are not matched, kindly contact Swingvy from Monday to Friday 9 AM-6 PM (MYT) (exclude all Malaysia & Singapore public holidays) for further assistance
 
3. Only approved claims report will be shown in this page
Normally, the submitted expense claim report by your employee goes through the workflow to the administration team. 
 
  • Submit 
  • Approved 
  • Declined
 
This is your view if your employee's claim report has been submitted but not being approved by their supervisor.
 
 
You only can see the list of claim in Pending Submission once it is approved by their approval. 
 
 
The claim report consist of the claim types with reimbursement method is via payroll
 
 

Submit to Payroll

To begin, click "Start Submitting"
 
 

Step 1 - Select the payroll cycle

Choose a payroll period and a payroll type of Payroll you wish to attach claim reports to.
 
 

Step 2 - Select employee's claim report

In this step you will see two options: 
 

All claim reports

This is the list of claim reports that are ready to be submitted to the selected payroll. You can double-check the list and uncheck the report that you don't wish to pay it out yet.
 
 

All ineligible reports

The requesters of the claim reports are not ready for the selected payroll.
 
 
Click Continue once you are done with checking all the reports or Go Back to redo these steps:
 
 

Step 3 -  Select payroll item

To submit claim reports to payroll, you need to connect claim types with payroll items.
 
 
Click Continue once you are done with checking all the reports or Go Back to redo these steps
Notes
 
Payroll items are additional items of Payroll. To see the additional items, go to Payroll items page in Payroll.
 

Step 4 - Review & confirm

Review the details of the submission. You can complete this process by clicking the “Complete submitting” button.
 
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