Superadmin and admin role holders on Talenta can Assign and update balances at once. Hence, you do not need to Assign or Update balance reimbursements one by one.
Here are the steps:
- Go to the Finance menu, select Reimbursement.
- Click Assign or Update.
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Click the “Actions” button then Assign & update balance.
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Select the reimbursement type in the Reimbursement name column.
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Determine the effective date and expiration date of the reimbursement. However, you can also uncheck Set effective and expiration date for all employees if there is no assign & update reimbursement effective and expiration date.
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Add a description if necessary.
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Click “Select employee” to select employees.
Important
you can input employee names in bulk to save time. Learn how to import and export employees for reimbursement, here. -
Select the employee names on the left list. The selected names will move to the right. Specify the Adjustment amount, then click “Save” if the selected employee names are correct.
Example of filling in the Adjustment amount:
- If you want to reduce the balance
- Balance in Talenta = 200,000
- Balance should be = 150,000
So in the balance column fill in - 50000
- If you want to add balance
- Balance in Talenta = 200,000
- Balance should be = 250,000
So in the balance column Fill in 50000
*This method of imputing the balance for reimbursement also applies to imputing balances in bulk. -
Then the employee name you selected will appear in the following list. In this section, you can still change the Adjustment amount. To delete a unit, you can click the “-” icon. Meanwhile, to delete names in bulk, you can click the checkbox on the left side of the employee name. Click “Save” to assign reimbursement to employees with the names listed.
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Then, the reimbursement assignment is saved and you are directed to the details page as follows.
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Click “Assign or update”.
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You can see the assigned & updated reimbursement actions on the Transaction History tab. Click “Action” to view the details (View detail) or to Edit.
That's the explanation of how to assign and update reimbursement at once. In addition to assigning and updating reimbursement, Superadmin/Admin roles can also set the expiration limit for the reimbursement balance, click here to learn the guide.