PeopleHR Ideas Portal
Apparently you have designed the system so expenses of leavers cannot be viewed in the same way, even though invoices / receipts should be held in case of investigation as per accounting requirements.
You currently have the most bizarre flow in that you need to re-hire the employee to see it? Rather than just allowing it be accessible with a toggle like the rest of your system.
Also you need expenses to be accessible for the last month the employee is employed rather than having it drop off to process. Now we're in a situation where we have to 're-hire' the employee to get their receipts and then re-proccess them as a leaver.
According to your support it is not a bug, which I really think it is:
I understand your concerns and I want to clarify that the system is currently designed this way.
While you can query and view leavers’ information and expenses on the system, you cannot take action on any pending items unless the employee is temporarily rehired or still active.
This design ensures leavers are separated from active employee workflows but does require the rehire process for handling outstanding expenses.
I recognize this may not be ideal. Your feedback is valuable as this would be a great idea for you to give feedback on as I know that some other users are looking to have this added to the system as well.
| Describe the Challenge | Actually allowing you to see expenses for leavers so they can be proccessed. |
I have had feedback from Valentin at Access:
We have reviewed this internally and confirmed that the system is designed to function in this way.
Expenses associated with a former employee will not be accessible in the system. To view these expenses, you will need to rehire the user.
This is the intended system behavior. If you have not done so already, I recommend submitting your feedback about this functionality on our Ideas portal.
So someone has specifically set this up as a good way to run the system! Hopefully as this is open for voting and a number of us have commented on this it will be sorted!
This is absolutely ridiculous and the reason explained above makes no sense. As usual clearly this has been designed by someone not in finance or HR. I have very nearly missed paying someone £200 expenses due to this feature, how is that good practice. Please please review and change this.
As others have mentioned, this creates issues for companies and employees (if they don't get paid for their expenses because finance were not able to see them).
It would be very beneficial if there was any way to view expenses after someone leaves (toggle function for example).
This is a function we require for audit purposes. When the auditors are carrying out there checks against financials we have to make the leavers active in order that they can view receipts against expenses, which in turns makes all our charts and stats incorrect causing issues with board reports etc.