You can use the Expense submission feature on the Employment Hero Work app to send through an expense request for approval, with the ability to specify the date it occurred, the amount, the tax code, and location. You can also use this feature to edit an expense claim and cancel a submission that is no longer required.
Helpful Hint
If claims management is one of your most commonly-used features, then this will appear on the Employment Hero Work home screen as a shortcut for easy access.
Important
Please note that claims are referred to as expenses in the Employment Hero Work app.
- Log in to the Employment Hero Work app.
- Tap on the Work icon.
- Tap on Add and check your claims on the Work home screen.
- Tap on the plus icon in the top right-hand corner of the screen.
- Fill in the following fields:
- claim date
- claim category (e.g. reimbursement, new claim etc)
- Location
- Notes
- Amount (this will be in your country's currency)
- Tax code (then tax rate)
- Attachment of your tax invoice or receipt.
- Tap Submit.
- Log in to the Employment Hero Work app.
- Tap on the Work icon.
- Tap on Add and check your claims on the Work home screen.
- Tap on the claim you wish to edit.
- Edit your required details in the following fields:
- Claim date
- Claim category (e.g. reimbursement, new claim, etc)
- Location
- Notes
- Amount (this will be in your country's currency)
- Tax code (then tax rate)
- Attachment of your tax invoice or receipt.
- Tap Submit.
- Log in to the Employment Hero Work app.
- Tap on the Work icon.
- Tap on Add and check your claims on the Work home screen.
- Tap on the claim that you wish to delete.
- At the bottom of the claim, tap the Delete claim button.
Further information
- Log in to the Employment Hero web platform.
- On the left-hand side menu, click on Settings.
- Click on Menu.
- Tick the Expenses check box.
- Click Save at the bottom of the screen.
- Now your employees will have access to expenses in Employment Hero and the Employment Hero Work app.
If you want to remove expenses from your Employment Hero account, you will need to remove it as a menu item. An account admin will need to follow the steps below:
- Log in to the Employment Hero web platform.
- On the left-hand side menu, click on Settings.
- Click on Menu.
- Untick the Expenses check box.
- Click Save at the bottom of the screen.
- Now your employees will no longer be able to see expenses in Employment Hero and the Employment Hero Work app.
If your employee cannot see the expense category that they wish to use on their account, try to re-sync from payroll to ensure the expense categories on payroll match the available expense categories on Employment Hero. See this article for full details.
If you use Employment Hero only (not attached to a payroll account), then you will manage the expense categories from within the Settings section of Employment Hero. see this article for further details.
Explore related content
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- How do I see and acknowledge workplace policies and documents? This feature lets you upload documents required by your company and also view the statuses of your previously acknowledged policies.
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