Bulk Upload of Bills and Leave Travel Allowance Claims

Prepare Bills and LTA claim data for bulk loading through HDL. The load can carry claim details and approval information, allowing administrators to review loaded records and make approved amounts available for the payroll processing.

  • For Bills, load the employee number, claim type, claim amount, claim date, financial year, and component or element mapping. The business object supports create, update, and delete operations.
  • For the bills that require an approval, load the claim without an approved amount and approve it later in Bill Verification and Approval.
  • For submitting the preapproved bills, include the approved amount and approval status in the load. The record is then available as an approved claim, and payroll calculations use the approved amount.
  • For LTA, a HDL created claim can appear in the Leave Travel Allowance claim flow. Approval details can also be included with the loaded claim, and the approved LTA amount is considered in the payroll processing.
  • Upload the proof attachments associated with Bills and LTA claims in bulk.

Reduce the payroll processing delays and administrative overhead by loading the preapproved claims in bulk instead of routing each claim through the employee self-service submission and approval. Bulk attachment support also helps to keep  the claim evidence available for the compliance and audit readiness.

Steps to enable and configure

You don't need to do anything to enable this feature.

Tips and considerations

  1. Configure the required Bills element specifying the element name, element type and the effective date.
  2. Generate the bills configuration HDL file (.zip) with the effective date
  3. Load the bills configuration HDL file, using My Client Groups > Data Exchange > Import and Load Data task and then verify that the configuration is available in Bills Submission.
  4. Create the India LTA Journey Claim Element before loading the LTA claims.
  5. Define the required extended lookup codes for:
  • Leave Type
  • Mode of Transport
  1. Load the LTA Claims HDL file using My Client Groups > Data Exchange > Import and Load Data task and then verify that the configuration is available in Leave Travel Assistance