Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2023-06-23
Create Expense Reports for Pre-Hires

Create Expense Reports for Pre-Hires

Configure:
  • Payment elections for pre-hires.
  • The
    Expense Report Event
     business process and security policy in the Expenses functional area.
You can create expense reports on behalf of pre-hires to detail their incurred expenses and report and analyze spend.
  1. Access the
    Create Expense Report for Pre-Hire
     task.
  2. As you complete the task, consider:
    Option Description
    Copy Previous Expense Report
    Workday doesn't copy:
    • Expense itemizations
    • Attachments
    Worktags
    Use worktags as keywords to more easily classify and find transactions. Configure the allowed worktag types on the
    Maintain Worktag Usage
     task. When you select a worktag type that has related worktags, Workday automatically populates transactions with the related worktag values.
    Reimbursement Payment Type
    Workday populates the reimbursement payment type based on the expense payment elections that you configure for the expense payee.
    If you don't configure payment elections for an expense payee, Workday uses the payment elections defined for your company.
    Select payment types with a payment method of
    Check
     or
    Manual
    .
  3. (Optional) On the
    Header
     tab, edit the expense report header details.
Create and itemize expense report lines.