On the candidate's portal, they will have an Expense sheets tab where they can create expense forms as required:
When they click New Expense Sheet they must select the assignment the expense relates to and enter the Start and End Dates for the period of the expenses. They then click Create new expense sheet and the system will generate one for them:
The new expense sheet will be visible on the Expense page for them to select:
When they select the expense, they will have the option to add their expense item as well as add supporting documents. They can also void the expense if needed.
The candidate must click 'Add New Expense item' to start entering their expenses:
If the candidate is entering an expense such as Mileage they can enter the number of miles in the Units box, and then the unit Rate, for example, 45p and the system will calculate the total mileage.
When they have completed their expense entry they will be able to see the expense item/s represented on screen and will then be able to add any supporting documentation by clicking Add Document:
Document types we accept are listed on the Upload document screen
They can upload multiple documents if they wish but they need to upload the documents one at a time. They will be able to view the images and also remove them if needed:
The candidate then submits their expenses in a similar way to how they submit timesheets for electronic signature: