Access is Via Staffnet. Access You log onto the staff portal to access the program.
-
Upload
francis-arnold -
Category
Documents
-
view
218 -
download
0
Transcript of Access is Via Staffnet. Access You log onto the staff portal to access the program.
![Page 1: Access is Via Staffnet. Access You log onto the staff portal to access the program.](https://reader034.fdocuments.in/reader034/viewer/2022051315/56649d995503460f94a83f93/html5/thumbnails/1.jpg)
Access is Via Staffnet
![Page 2: Access is Via Staffnet. Access You log onto the staff portal to access the program.](https://reader034.fdocuments.in/reader034/viewer/2022051315/56649d995503460f94a83f93/html5/thumbnails/2.jpg)
Access
• You log onto the staff portal to access the program
![Page 3: Access is Via Staffnet. Access You log onto the staff portal to access the program.](https://reader034.fdocuments.in/reader034/viewer/2022051315/56649d995503460f94a83f93/html5/thumbnails/3.jpg)
Staff Portal
• Expenses claims is available under the MY SERVICES TAB
![Page 4: Access is Via Staffnet. Access You log onto the staff portal to access the program.](https://reader034.fdocuments.in/reader034/viewer/2022051315/56649d995503460f94a83f93/html5/thumbnails/4.jpg)
Home Page
![Page 5: Access is Via Staffnet. Access You log onto the staff portal to access the program.](https://reader034.fdocuments.in/reader034/viewer/2022051315/56649d995503460f94a83f93/html5/thumbnails/5.jpg)
Home Page
• From this screen you can see the claims history.
• Start a new claim
• Make a claim for either yourself or a delegate
![Page 6: Access is Via Staffnet. Access You log onto the staff portal to access the program.](https://reader034.fdocuments.in/reader034/viewer/2022051315/56649d995503460f94a83f93/html5/thumbnails/6.jpg)
DelegationYou can choose someone else to complete the form for you
You then choose who you are making the claim for
![Page 7: Access is Via Staffnet. Access You log onto the staff portal to access the program.](https://reader034.fdocuments.in/reader034/viewer/2022051315/56649d995503460f94a83f93/html5/thumbnails/7.jpg)
Claim Form
• When you start the claim form you need to click the declaration that you are making the claim within the University Financial Regulations
![Page 8: Access is Via Staffnet. Access You log onto the staff portal to access the program.](https://reader034.fdocuments.in/reader034/viewer/2022051315/56649d995503460f94a83f93/html5/thumbnails/8.jpg)
Claim Form
• Put a title on the claim form.
• This is also be printed on the form
• Field holds 55 Characters
![Page 9: Access is Via Staffnet. Access You log onto the staff portal to access the program.](https://reader034.fdocuments.in/reader034/viewer/2022051315/56649d995503460f94a83f93/html5/thumbnails/9.jpg)
Claim Form
• The form holds all the major categories that are allowable under the university regulations
![Page 10: Access is Via Staffnet. Access You log onto the staff portal to access the program.](https://reader034.fdocuments.in/reader034/viewer/2022051315/56649d995503460f94a83f93/html5/thumbnails/10.jpg)
Claim Form
Sub categories
![Page 11: Access is Via Staffnet. Access You log onto the staff portal to access the program.](https://reader034.fdocuments.in/reader034/viewer/2022051315/56649d995503460f94a83f93/html5/thumbnails/11.jpg)
Claim Form
• HMRC need as much information as possible about why you have incurred the expenses.
![Page 12: Access is Via Staffnet. Access You log onto the staff portal to access the program.](https://reader034.fdocuments.in/reader034/viewer/2022051315/56649d995503460f94a83f93/html5/thumbnails/12.jpg)
Claim Form
• All Expenses claims need to be supported by a valid itemised receipt to be HRMC compliant.
• One line per receipt.
• Debit/Credit card stubs are not acceptable
![Page 13: Access is Via Staffnet. Access You log onto the staff portal to access the program.](https://reader034.fdocuments.in/reader034/viewer/2022051315/56649d995503460f94a83f93/html5/thumbnails/13.jpg)
Claim Form
• Activity/Project and Task Code is needed.
• IE is entered automatically via the item that is being claimed
![Page 14: Access is Via Staffnet. Access You log onto the staff portal to access the program.](https://reader034.fdocuments.in/reader034/viewer/2022051315/56649d995503460f94a83f93/html5/thumbnails/14.jpg)
Completed Form
![Page 15: Access is Via Staffnet. Access You log onto the staff portal to access the program.](https://reader034.fdocuments.in/reader034/viewer/2022051315/56649d995503460f94a83f93/html5/thumbnails/15.jpg)
Entertaining
• Either Staff or Business entertaining is claimed on the online form.
![Page 16: Access is Via Staffnet. Access You log onto the staff portal to access the program.](https://reader034.fdocuments.in/reader034/viewer/2022051315/56649d995503460f94a83f93/html5/thumbnails/16.jpg)
Entertaining
• The PR1B has been incorporated in the new online form.
• Under new HMRC guideline we need to record certain fields.
• Therefore to be HMRC compliant we have made a number of fields mandatory.
• Full names and company details are now a mandatory.
![Page 17: Access is Via Staffnet. Access You log onto the staff portal to access the program.](https://reader034.fdocuments.in/reader034/viewer/2022051315/56649d995503460f94a83f93/html5/thumbnails/17.jpg)
Incorrect forms
• If your form is incorrect for any reason it will be returned directly to the claimant.
• The form can be corrected online and then reprinted. Return it to the Budget holder and Section Head for re authorisation.
• It will return into the normal payroll payment cycle.
![Page 18: Access is Via Staffnet. Access You log onto the staff portal to access the program.](https://reader034.fdocuments.in/reader034/viewer/2022051315/56649d995503460f94a83f93/html5/thumbnails/18.jpg)
HELP
• If you have technical issues raise an ARS• If you have a finance issue contact your school
finance office E.g.. Unknown Finance codes• Handy Guides are available if you have a
query about what you are claim for• Or email
[email protected]• Or Telephone 58213