Add employees to an Expenses group before you submit expenses for them. Employees can submit their own expenses. Other users can submit expenses on their behalf. Add users on the Employees tab to submit expenses against their profile. The Managers tab only gives users permission to approve expenses. Use the same steps to add or remove employees from a group.
You can use the same steps to add or remove employees from a group
Go to Settings.
Select Expenses, then select General.
Select Eligibility on the relevant Expenses group.
Select the Employees tab.
Select employees to add them to the group, or clear employees to remove them from the group.
Select Save.
📎NOTE: Create a new Expenses group to assign employees to.
📎NOTE: Select users on the Managers tab to make them Expenses group managers. Managers can approve expenses, but they can't have expenses submitted against their profile unless you also add them on the Employees tab.
📎NOTE: If you delete an Expenses group, Sage HR moves employees who don't belong to another Expenses group to Employees without expenses.
📌TIP: Pay all submitted expenses before you remove an employee from an Expenses group. If you remove the employee first, Sage HR won't let you pay the expense, even if the employee is an Expenses group manager.