+91 91767 11312
lakshminarayan.nj@buildhr.co.in

HR Process Automation using Zoho Platform
(Expense Reimbursement)

They are an AI-enabled solution provider focused on empowering the workforce and transforming industrial workflows through smart digitization.
History: They implemented Zoho People to manage their HRMS and sought a cost-effective way to manage internal expenses in accordance with the company's reimbursement policies.
The table below outlines the pain points resolved by BuildHr using Zoho People.

Reimbursement

Challenges

They faced difficulties managing reimbursement requests from employees, including:

  • General Reimbursement
  • Food Reimbursement
  • Accommodation
  • Travel Reimbursement
  • Booking Requests.

Solutions

We implemented the requisition process through Zoho People and customized the reimbursement workflow according to each expense type, based on designation and eligibility criteria.

Expense policy

Challenges


Managing expenses for individual travel was straightforward, but splitting costs for employees traveling together based on their eligibility was challenging.

Solutions


We automated the eligibility checks for each employee, allowing the system to validate expenses when tagging another employee against the designated expense limits.