Payout is the sum of money given by the company against the expenses raised by employees. HawkHr enables admin to view and manage list of already triggered payouts. Refer to the following steps to export expense payout report:
Navigate to: Control panel -> Expense
Click on the Payout button (given in the page navigation bar), the newly opened page will show details of payouts
You can filter the entry based on Duration/ Mode
Details: The entry will have the details of Title, Period, Payment, Mode Payout, Date Added, By Added
You can perform different actions on entries by clicking on the icons given under Actions column, you can download the payout details of filtered payout by clicking on the drop-down of Filter button and selecting Export option
You can trigger payout by clicking on Trigger payout button (given in the page action bar)
Trigger payout:
A new page will open up showing fields to manage expense payouts
Enter the Payout details by entering Title, Payment Mode, Payment Period, Payout date
Click on Next button for Selecting Expenses for Payout
Select the Expenses by marking the checkboxes
Click on Next button to have successfully triggered payout for the selected expenses
Click on Finish button to complete process
A notification of successful payout processing will be shown. You can also export list by clicking on Analytics -> Expense -> Payouts.