Creating Employee-Related Configurations

Objective

After completing this lesson, you will be able to create employee-related configurations.

Employee-Related Configurations Overview

You must assign the travel allowance rate and configurations sets to an Employee Related Configuration to activate the feature for the user's country.

The image displays a Travel Allowance page. A large warning banner at the top, marked with an orange icon, highlights that legacy Travel Allowance is only for maintenance and directs admins to use Travel Allowance Configuration for new setups. Tabs show Configurations, Employee-Related Configurations, Rates, Configuration Sets, Itinerary Search, and Calculation Properties. Blue action buttons—New, Modify, Remove—appear above a table with columns for Country or Region, Configuration, Organization, and Configuration Set, listing Czech Republic and Germany.

Create Employee-Related Configurations

To map a configuration set to users:

Steps

  1. From the Travel Allowance page, select the Employee-Related Configurations tab.

    The image displays a Travel Allowance page. A warning banner at the top advises that legacy Travel Allowance is only for maintenance and directs administrators to use Travel Allowance Configuration for new setups. A tab bar lists Configurations, Employee-Related Configurations, Rates, Configuration Sets, Itinerary Search, and Calculation Properties; the Employee-Related Configurations tab is highlighted in pink. Below the tabs, blue buttons show New, Modify, and Remove. A table lists Country or Region, Configuration, Organization, and Configuration Set, with rows for multiple countries.

  2. Select New.

    The Modify Travel Allowance Configuration Assignment page appears. Complete all fields and select Save.

    The image displays the Travel Allowance page with a centered popup titled “Modify Travel Allowance Configuration Assignment.” A pink outline highlights the popup. The popup shows three dropdown fields: Configuration, Country/Region, and “User selects from this set.” The Configuration and Country/Region fields have red borders. Save and Cancel buttons appear at the bottom right of the popup.

Summary

  • Create employee-related configurations in Expense Administration > Travel Allowance > Employee-Related Configurations.
  • Assign travel allowance rates and configuration sets to employees.
  • Activate the travel allowance feature for employees by country.
  • Use the "New" button to create new employee-related configurations.
  • Assign rate bundles and configuration sets to employees by country.

Learning

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