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va20185141
Occasional Member - Level 2

Validation Rule for Health Allowance

Hi Experts,

 

We have an emerging requirement from Sweden to configure health allowances like gym and training. The employee is entitled to claim 5000SEK either fully or partially and this allowance can be claimed within the same Fiscal Year. IF we divide the amount 5000SEK, it would be 416.66 per month, 

Please also note that this is based on number of months, ie, if someone starts working for us in July, they will only receive half of the amount. Or in December only 1/12 of the amount and so on.

 

Requirement in Detail

 

1. If the employee joins the company in the month of January, he is entitled to claim 5000 SEK in full or partial.

2. If the employee joins the company in the month of Feb, he is entitled to claim  416.66*11 =  4583.33 SEK in full or partial.

2. If the employee joins the company in the month of Mar, he is entitled to claim  416.66*10 =  4166.6 SEK in full or partial

3. If the employee joins the company in the month of sept, he is entitled to claim  416.66*4 =  1666.64 SEK in full or partial and so on...

 

Appreciate the help.

4 REPLIES 4
KevinD
Community Manager
Community Manager

@va20185141 are you required to allow employees to be reimbursed the full amount? I'm asking for two reasons:

1. What if the user submits a full amount reimbursement in January, then leaves the company in February. Are you recovering those funds?

2. If you are not required to allow a full amount reimbursement, are you open to having a monthly amount limit?


Thank you,
Kevin
SAP Concur Community Manager
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va20185141
Occasional Member - Level 2

Hello Kevin,

 

I configured the Audit rule and it's working now. But you're recommendation is valid and i will check with the Business.

 

Thank you very much.

 

Regards

Vasantha

 

KevinD
Community Manager
Community Manager

@va20185141 so others may benefit, would you mind taking a screenshot of your audit rule conditions and posting it in this thread? Thank you. 


Thank you,
Kevin
SAP Concur Community Manager
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va20185141
Occasional Member - Level 2

Here is the screenshot

 We tried for only three months and same logic can be applied for every single month. 

 

va20185141_0-1696048533061.png

va20185141_1-1696048575408.pngva20185141_2-1696048598760.png

 

Cheers

Vasantha