New Employee Expense Activation for PeopleSoft

• Login into PeopleSoft
• Expense form collection from organization’s email box
• Travel and expenses menu navigation in Peoplesoft
• Bank account tab navigation: payment method as “Automated Clearing House” – ACH Selection
• Banking & transportation details Updated

New Employee Expense Activation is a process of creating the initial setups for expense distribution for the new hires so that the employees’ banking checks and expenses get routed appropriately. The process begins with an email from HR with an attachment that contains employee names and banking details. This information is read and entered on the ERP portal and saved. Along with this, there is some additional information that is chosen by default and filled as required before finally, the record is saved. There are overnight scheduled batch jobs that run and validate all these expenses from ‘No’ to ‘Yes’ and this completes the process. It is a time consuming and laborious activity when there are bulk new hires.

Thirdware bot automates this process in PeopleSoft through Automation Anywhere.