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Expense Reimbursement (HR View) Workflow

Metadata​

FieldValue
PhasePhase 4c (Tier 3)
FWCR CategoryHR & Payroll
OwnerProduct Team
Status⚪ Planned
Linear:BAY-45

Overview​

Process approved employee expense reimbursements and include them in monthly payroll for seamless reimbursement.

Actors​

RoleDescription
EmployeeSubmits expenses
ManagerApproves
HR/FinanceReviews and processes
SystemCalculates, exports to payroll

Preconditions​

  • Expense policy configured
  • Approval workflow active
  • Payroll integration ready

Postconditions​

  • Expenses reimbursed
  • Tax implications handled
  • Records archived

User Flow​

  1. Employee submits expense with receipt
  2. Manager approves
  3. HR reviews for policy compliance
  4. Calculate tax implications (if applicable)
  5. Add to payroll batch
  6. Reimburse with salary
  7. Update expense status
  8. Archive documents

Compliance​

  • Saudi labor law for allowances
  • ZATCA requirements for input VAT
  • Tax deduction rules

Acceptance Criteria​

#CriteriaTarget
1Processing timeunder 3 days
2Policy compliance100%

Metrics​

MetricTarget
FWCR85%
Reimbursement accuracy100%

Status: ⚪ Planned Last Updated: May 2026