Overview of the process
This section helps you configure a sample application on One Resource platform
Application in consideration - The Reimbursement flow
The flow we need to Digitize
Let’s assume you’ve been tasked with the responsibility of digitizing a reimbursement process, this is how it would look like :
You have to maintain a master dataset of items where new items (For which reimbursement can be requested by any employee)
The employees will have access to a reimbursement form that can be filled out on both the mobile App & Web.
Depending upon the reimbursement amount, it could be approved or denied at two levels.
If the reimbursement amount exceeds INR 10,000, it will be assigned to the direct manager.
Amounts greater than INR 10,000 would be assigned to the department head.
The Invoice image/PDF must be attached while raising the reimbursement.
The manager and department head receive an Email and In-App notification whenever a reimbursement application is assigned to them.
The employee receives updates about the final status of the application.
Data to be captured
Item master
Reimbursement form
The status of the form should move automatically as per the process flow set by users.
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