Government

Scenario: Expense Claim

Manual Process
When an employee has to claim reimbursement, he sends an e-mail to his manager with expense details as attachments. After the manager’s approval, it is sent to the finance department for payment. The finance department verifies each item of the claim to check if it is admissible. The expense is reimbursed after finance approves the payment. The finance department maintains a copy of the expense claim, vouchers, and employee’s acknowledgment of receipt.

Issues
Employees who are frequent travelers have problems with delays in reimbursements. On the other hand, the finance department finds that changes in employee’s designations and allowance limits make claims processing slower. The finance department has to track what the employee’s designation and his permissible limits were at the time of incurring the expense.

Automation
Skelta can automate the existing process to eliminate the hassles of expense claims. Employees can use a simple web page to log their claim requests. Claims can also be sent by email in a pre-defined format with the required attachments. The expense claim workflow gets triggered on receipt of the email or online request. Claims can be automatically routed to the employee’s manager for approval and then being routed to finance for verification. Skelta supports Active Directory and automatically uses the hierarchy, security and user details defined. Business rules to implement the expense claim policy for permissible amounts, and allowances based on designations and destinations can be implemented within the workflow.