Expense Claim Management

GB HERMES HRMS – Expense Management Workflow

1. Employee Submission
Employees can easily submit their expense claims by selecting the expense type, entering the bill amount, and uploading necessary supporting documents. The system ensures all required fields are filled for smooth processing.

2. Superior/Manager Approval
Once submitted, the claim is automatically routed to the employee’s immediate superior or reporting manager. The manager can review, approve, or reject the request with remarks.

3. Managing Director (MD) Approval
After the manager’s approval, the claim proceeds to the Managing Director for final administrative approval. This ensures top-level validation and policy compliance.

4. Accounts Verification & Final Processing
Following MD approval, the Accounts Department verifies the claim, cross-checks the documents, and processes the payment. The request is then marked as Approved / Completed, concluding the workflow.

5. Real-Time Reports & Tracking
GB HERMES provides comprehensive reporting features including user-wise, department-wise, date-wise, and status-wise insights. This allows organizations to monitor submitted, approved, rejected, and paid claims with complete transparency.