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PamSciarra
Occasional Member - Level 3

Re: Terminated employees final expense reports

We have the same process as Sandra A (identify someone to act as delegate on behalf of the employee.)  We will then change the email on the account (not the log-in) to be the delegate's email so any follow up messages (especially automated ones) are sent to the delegate.

Because corporate card charges can come in after an employee has left the company, we don't deactivate their account until everything has been resolved.

Also, because we are a California employer, we can't hold up the final paycheck just to address outstanding expenses.

patilr1982
Routine Member - Level 1

Re: Terminated employees final expense reports

I think you have enough responses from a process point of view. So I will not talk about that.

Most of my clients have integration with SAP i.e. Master data comes from SAP to Concur and expenses posted to SAP

So in addition to establishing a process to actually do the expense report, two things are done.

1. Employee profile in Concur is kept active (without the approver role). The period varies from 60 to 90 days based on the company. This allows for claim creation as a delegate. A delegate also means that you have a history in the Audit trail. Delegates obviously are set up to receive emails.

2. Employee vendor in SAP is kept open to allow posting of any expense reports created/approved after the last day.

Best Regards,
Rohan
SAP Concur and SAP FICO Implementation Functional Consultant
StaceyS
Occasional Member - Level 2

Re: Terminated employees final expense reports

Thank you to everyone who responded!  It is really helpful to see and know what other companies are doing.   We currently use a delegate at the location as our process.  Many comments confirmed others do the same thing. 

Have a wonderful week-

Stacey

KathyT
Occasional Member - Level 2

Re: Terminated employees final expense reports

We also setup a delegate.  Since this is a repetitive task throughout a day we wanted to automate the delegate setup with the 550 record every night.  Unfortunately, a delegate can't be assigned to a termed employee with a 550 record.  We've submitted an enhancement request and solution sugggestion.  Anyone else ran into this?  

Routine Member - Level 3

Re: Terminated employees final expense reports

The delegate option works for most cases when the employee resigns or has time to add receipts. An employee who's been fired is walked out with barely a chance to pack their things, much less finish their expense reports. The reason I mentioned logging in as the termed employee was because that's the only way to use the missing receipt affidavit. 

Since we require receipts, and even a termed employee's use of the MRA has to be documented, that's the only way to attach one. If you don't require receipts to submit or you don't mind not documenting missing receipts you could add a blank piece of paper or upload a hard copy of the MRA and kick it old school. 

Now, if we want to get on to solving this problem, since signing-in as someone else is a huge no-no (that's the legal term), what we need is a 'termed' status with a unique missing receipt affidavit a delegate can use legally. It can be set to automatically change to inactive after 30 days to limit the amount of account management needed. It doesn't even have to be a new field, it can be as simple as setting the term date in the future so any day before that the delegate can use it.

OR if you want to get real crazy and make things a lot easier, let's just create that unique missing receipt affidavit designed with the delegate in mind. That way all the Executive Assistants doing expense reports for their executives who refuse to sign in will have the option as well. 

The reason it's not an option now (I've been told) is because the MRA is a legal document the employee is signing every time they use it. The delegate version would be the same thing but with the added line saying, "I have been granted authority to use this affidavit."

 


ค๓๒єг ɭєє - ᴄᴏɴᴄᴜʀ ᴄᴏɴɴᴏɪssᴇᴜʀ
(っ◔◡◔)っ  ☆ Fort Worth, Texas ☆
Routine Member - Level 3

Re: Terminated employees final expense reports

Is there a way to set it up where it can't deactivate a profile with unsubmitted expenses/reports and then send an alert to the team so they know action is required?

ค๓๒єг ɭєє - ᴄᴏɴᴄᴜʀ ᴄᴏɴɴᴏɪssᴇᴜʀ
(っ◔◡◔)っ  ☆ Fort Worth, Texas ☆
lperez-lopez
Occasional Member - Level 3

Re: Terminated employees final expense reports

Hi Stacy,

We submit the expense report on behalf of the associate.

1. If we receive prior notice of a termination, then we ask the associate to send us the final receipts in an email. We then create the report and attach the receipts provided. If any receipts are missing for credit card transactions then we use the statement as documentation.

2. If we did not receive prior notification, we only process the credit card transactions for reimbursement and attach the statement as documenation.

Let me know if there are any questions. I am curious how other businesses are handling.

Lisa 

PamSciarra
Occasional Member - Level 3

Re: Terminated employees final expense reports

Our process is pretty much the same as @SandraA.  We do also leave the account open in case the terminated employee would like to do any of the reporting themselves (because the former employee knows the details such as business purpose the best.)  But frankly, the former employee almost never does the reconciliation.....it's the delegates.  We also check the list of terminated employees with open expenses and hound the delegates to get them done so they are not sitting out there forever.

Entrepreneur64
Occasional Member - Level 1

Re: Terminated employees final expense reports

doesnt witholding their check kind of get you in hot water legally?

Routine Member - Level 3

Re: Terminated employees final expense reports

Yes and no. Some companies include a section in their policy saying the employee agrees to the company withholding any personal/unapproved amount from their paycheck. This technically covers them legally but I e only ever seen it actually done one time and that was a case of employee theft/fraud over $10k that was already being dealt with in court.

ค๓๒єг ɭєє - ᴄᴏɴᴄᴜʀ ᴄᴏɴɴᴏɪssᴇᴜʀ
(っ◔◡◔)っ  ☆ Fort Worth, Texas ☆