Joe User
Project Staff
- Complete and submit expense reports in a timely manner
- Accurately charge expenses to appropriate project/task
Hannah HR
Human Resources Director
- Maintain approval rules for each employee in Personnel Tracker, ensuring that approval cycles are correct for the employee, their position and their business unit.
Mark Manager
Project Manager
- Approve or disapprove employee/ contractor expense reports
- Verify that expenses have been charged to appropriate project/task
- Create and submit an expense report for employees or contractors who do not have access to the database or otherwise are unable to create their reports (i.e. working off-site, sick, emergency)
Boris Beancounter
Accounting
- Compare expense report with receipts to ensure accuracy
- Process all expenses to the Tracker Data Warehouse according to company policy in a timely manner