Can I prevent employees from submitting expenses for all or certain categories?

Overview

There maybe some instances where certain groups of employees should not have access to submit expenses for certain or all expense categories. Thus, this guide aims to show you how you will be able to do this via Omni HR. 

TABLE OF CONTENTS

• Step-by-step guide
• What this will mean for the group of employees?

Step-by-step guide

Step 1: Go to Expense > Settings > Categories

Step 2: Click on the category and under category settings, go to availability scope

Step 3: If your availability scope is set to Everyone, switch to Specific Criteria

Step 4: Click Select Field and choose from the options; Company, Department, Employees, Location or Position

Step 5: Click Exclude and then choose from the options the groups of employees you wish to exclude

Step 6: You will be able to add multiple rules here dependent on your expense policy requirements

Step 7: Once done, click Next and then Save

Step 8: Repeat Steps 2 - 7 for other categories as well depending on your company policies

What this will mean for the group of employees?

For the employees, when they go to Expense > Submission > Add Expense, as long they have been excluded from the categories, they will see no option of those categories in the category drop down.

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