Understanding Group Profiles
You set up group profiles to provide default information for employees that share the same general and reimbursement criteria.
General criteria include:
Whether expense reports must be approved.
Whether travel advances are allowed.
Which policy you want associated with the group.
Which exchange rate table you want to use for multicurrency expenses.
Reimbursement criteria include:
The method by which group members should be reimbursed.
Currency reimbursement information.
Note: The reimbursement criteria can be overridden in the employee's profile on an exception basis. If the employee profile does not contain override reimbursement information, the system uses the information from the group profile.
You assign employees to a group profile when you set up their employee profiles. All of the employees assigned to a group profile must share the same general and reimbursement criteria. For example, your company might have five senior managers who travel frequently. Four of the managers travel within the U.S. and have the same expenditure limits, but the other manager travels to Japan and has different expenditure limits. You assign the manager who travels to Japan to a different group profile.
The system stores group profiles in the Expense Report Group Profiles table (F20104).