Introduction

This article is intended as a quick step by step guide for bank staff who need to identify where, or for whom, they worked when expenses were incurred during a shift. This enables the expense claim to be targeted to the appropriate person to approve the claim and to charge the relevant budget.

Steps to Follow

1. Select Expenses Claims in the Self Service menu

2. Click on Add/Edit button

3. Complete the fields before clicking on the spyglass icon for the Shift/Project Related field

4. The Search window that appears will depend on how the system has been configured for your Organisation/Employer.

Search Window - Version 1

This allows you to search for the department/team where you worked. You can enter part of the department/team name or cost centre in the search field, and then click on the Search button.

Search Window - Version 2

This allows you to search for the department/team (shown as Organisation in the screenshot below) where you worked, or the shift manager you reported to. You can enter part of the department/team name, cost centre or the shift manager in the search field, and then click on the Search button.

5. Click on the link for where you worked.

Search Window - Version 1

Select the department/team you worked for.

That will result in the department/team selected appearing in the Shift/Project Related field.

The location of where the department/team is based may also appear in the Alternate Base field. This will be treated as your Base for the day.

If the location in the Alternate Base field is not correct, click on the spyglass  icon to find the correct location for the department/team concerned.  You may need to clear this field by clicking on the red cross  icon if the location is the same as you normal base location.

Search Window - Version 2

Select the Shift Manager that was in charge of your shift from the list. You may find that there is only one person listed for the team/department as your Organisation/Employer may only have one person set up as the designated approver for bank staff claims.

That will result in the Shift Manager selected appearing in the Shift/Project Related field.

The location of where the department/team is based may also appear in the Alternate Base field. This will be treated as your Base for the day.

If the location in the Alternate Base field is not correct, click on the spyglass  icon to find the correct location for the department/team concerned.  You may need to clear this field by clicking on the red cross  icon if the location is the same as you normal base location.