Expense Management
End-to-end expense management process from submission to payment.
Expense Submission: Employees submit expense reports with details like category, amount, and receipts.
Approval: Requests are automatically routed to managers or finance based on predefined policies (e.g., higher amounts require additional approvals).
Sage Integration: Approved expenses are automatically recorded in Sage, ensuring seamless accounting and reimbursement processing.
Policy Compliance & Audits: Finance teams verify expenses for policy compliance, flagging discrepancies for review.
Reporting & Budget Tracking: Expenses are tracked in real-time, with Sage ERP integration providing insights into spending trends and budget utilization.
Leave Management
- White/Blue collar employee leave request
- Multi-step approval process
- Automatic accrual of leave on anniversaries based on employee seniority
- Shutdown planning and mandatory leave
- Medical report submission via mobile application
- Leave cancellation process
Employee Onboarding
Manage your employee onboarding processes from start to finish:
- Staff request and approval process
- Candidate pool management
- Interview notes
- Share contract/offer with the candidate
- Collect required documentation from approved candidates online (via OTP)
- Assign automated task to the IT to prepare new employee's PC/phone etc.
- Assign automated task to the Administrative Affairs to prepare the side benefits (meal card, gym membership, welcome pack...)
- Orientation and training
Employee Offboarding
Exit Request & Documentation: Employees or HR initiate the offboarding process, including resignation forms and required documents.
Approval: The resignation is reviewed and approved by managers and HR, triggering necessary actions like final payroll processing.
Asset & Access Management: IT and admin teams are notified to revoke system access, retrieve company assets, and deactivate accounts.
Exit Interview & Compliance: HR schedules exit interviews, ensures compliance checks, and processes legal clearances if needed.
Reporting & Handover: Tasks are tracked, knowledge transfer is documented, and final reports ensure a smooth transition.
Advance Payment Request Process
Request Form: Employees can submit advance requests with fields like amount, description, and date.
Approval: Requests are automatically routed to managers or finance based on predefined rules (e.g., higher amounts require additional approval).
Notifications: Stakeholders receive real-time updates via email or Slack when requests are approved or rejected.
Sage Integration: Approved advances can be recorded directly in the accounting system, with existing integration to Sage ERP.
Reporting & Tracking: Status, payment dates, and repayments can be monitored in real-time
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