Once all the masters are created/modified, you can create your Company Policy by clicking “Create Policy” from the Menu.
Login to Paybooks using your credentials.
Click the link below to create the policy.
https://apps.paybooks.in/reimbursement/v1/expenseheads.aspx
Click "Create Policy".
Click “Create New Policy”
The first step in creating a Policy is the “Name of the Policy”.
- Enter the “Name of the Policy”
- Select “Policy Type” from the drop-down.
The general type includes all kinds of expenses where employees request amounts and attach a file.
Local Travel policy type- Under this type, the employee must enter km/Miles and the system automatically calculates the amount and the request is sent to the manager.
Outstation Travel -here, the employee should enter the location name, mode of travel, and no. of days.
- Select the “Effective Date” from the Calendar
- Fields to be Displayed- Drag and drop from the Master & Custom Fields from the right to the left side under “Available Master Fields”.
You can arrange the order in which it should be displayed in the claim submission window under Employee Self-Service
- Choose File- You can upload the relevant policy document your employee sees while submitting the claim.
The file must be less than 5 MB in size and the format should be in pdf, jpeg, jpg, or PNG.
Click “Choose File”.
Select the file.
Click “Next”
