era document final-entp.pdf

7/27/2019 ERA Document Final-Entp.pdf

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PROCEDURE FOR CREATING ERA CLAIM IN PS(F).

The purpose of this document is to explain the procedure involved in creating an ERA

claim in PS-F. Please perform the steps as given below.

1. Login toMy beat.2. Click on PS(F) icon on top left of the window.

Finance and Operations window appears.

3. Enter your LAN ID and Password.

4. Click Login.Menu screen appears.
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5. Click on Employee Self-Service link.

Employee Self-Service window appears.

6. Select Travel and Expense Center from the main menu.

Travel and Expense Center window appears.

7. Click on Expense Report.Expense Report window appears.

8. Click on Create link to create an expense report.


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9. Message pop-up appears. Click OK and then enter the date of expenses From and To in the Date Rangefield and click OK button.

ERA category list appears below the Date Range.

10.Select the category accordingly.


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12.Check the appropriate expense type/s under Add Expense Types and click OK.

Expense Report Entry window appears.

14.Enter the following information in the General Information category apart from the default data.a. Description: Enter the nature of expensesb. Project ID: Enter the ID of the project to which the user belongs to.

c. Project Activity ID: Contact the PMO for this detail

15.Click on Details tab of the Details category and enter the Description.

16.Click on Overview tab and enter the below details:a. Expense Incurred Dateb.

Claim Amount


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17. Press the Tab button from the keyboard for Reimbursable amount to appear.System picks the eligible amount in Reimbursable Amount field.

18.Click on VAT/Service Tax tab.

19.Uncheck the Service Tax box for all the categories except for Mobile and Telephone category.

20.Click on Air/Hotel/Mobile Tab for Mobile and Telephone related claims.21.Enter the Bill Number.

22.Click on Overview tab and enter the Net Amount in Claim Amount (Amount before Service Tax in thebill).


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23.Press Tab button in the Key Board for system to pick the eligible amount in Reimbursable Amount as perthe company policy.

24.Select the Vat/Service Tax Tab and perform the following:a. Check the Service Tax box.b. Check for STAX in Service Tax Code field.c. Click on Calculate Tax button below.

Details of the net amount and service tax appear below.

25.Click on Overview Tab and click on Check For Errors Tab to check for missing information. The systemflags the missing details which need to be entered to proceed further. If there are no errors, go to next step.

26. Click on Submit button.


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CreateExpense Report Submit Confirmation window appears.

27.Click OK to submit your claim.Result: The Report ID is generated on submission of your claim.

Navigation for performing post-submit tasks

The link to verify where your claims have been routed is:(PS F > Employee Self-Service > Travel & Expense Center > Expense Report > View > Emp No >

Search > Select The Claim No).

Link to take Print:(PS F > Employee Self-Service > Travel & Expense Center > Expense Report > View > Select Claim No

> Right Click In Your Mouse On The Claim Screen To Take A Print).

Process for approval and submission of claim

If the claim has been routed to multiple approvers, please get the claims approved in the system.Once the claim has been approved, take a print of the expense report. Sign on the claim sheet and

attach all the original bills/transfer letters and staple it. Please drop your approved claims in the

respective drop box which is at ITC 5 location. (Please do not use envelop cover, in case your claims

is bulky only then use envelop cover). The claims will be finally approved by the ERA Administrator

(Ashok V K) for Bangalore location on receipt of the Claim document.


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IMPORTANTPOINTSTOBENOTED:

Any claims prior to 1st April 2013 will not be accepted. If the claim no is not printed properly, then mention your claim no and Employee No on top of the

claim sheet.

Please submit the original bills to finance (Except Rental Agreement). For relocation claims, please submit copy of Notarized Rental Agreement. For Team Outing & Team Lunch/Dinner, attach hard copy of H R Head mail approval. For all food expenses, attach hard copy of IBU Head mail approval. All training related claims needs to be routed through ESG Department and should be attested by

ESG Head. Approval is also required from the Learning World GLC.

For weekend claims, attach screen shot of both Flash Card and approved Time Sheet. For Telephone claims, please submit Mobile/Telephone bills/invoice (Detailed billing report is not

required). Only current month charges will be considered for reimbursement and not the previous

dues. Payment receipts will not be considered for reimbursement.

Please submit only approved claims with all supporting documents to finance. On receipt of the hard copy of the claim documents, we will check and revert/process your claim

within next 10 working days. In case your claims are not processed within 10 working days you candrop a mail [email protected] by mentioning your Emp No. and Report id.

Finance will process claims as per the amount which is in the reimbursable amount and not as perthe Claim amount. The ERA module automatically checks for all the policies of the company.

Claims prior to 15th August, 2013 a template will be shared and need to update the details in the tempand sent it to bangalore finance only alongwith hard copies and approvals enclosed alongwith the hard

copy. Please also send the soft copy of the template [email protected].

Finance will process claims only to the extent of bills submitted. Please submit Hard copy of Etravel desk or CS confirmation mail approval for the Hotel/Lodging/Guest

Expenses alongwith the claim documents for Travel within country related claims.

In case of any doubts please refer policies in the following link -https://hr.techmahindra.com/Show/Content/Policies_Processes .

Food bills are mandatory for claiming Travel boarding for Travel - within country category.
mailto:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]://hr.techmahindra.com/Show/Content/Policies_Processeshttps://hr.techmahindra.com/Show/Content/Policies_Processesmailto:[email protected]:[email protected]

era document final-entp.pdf

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