Give an employee access to Travel and/or Expenses

Learn how to grant access to Travel and/or Expenses and enable automatic access for new employees.

Give an employee access to Travel and/or Expenses manually

1. Open the employee's profile in Simployer Classic.
2. Click Travel & expenses, then select Travel settings or Expense settings.
3. Set Give access to Travel/Expenses to green.

Requirements for access to Travel and/or Expenses

The employee must have the following information registered:

• A primary address
• An employment with an employee number. A position is not required

Give new employees automatic access to Travel and/or Expenses

A main setting controls whether newly created employees automatically receive access to Travel and Expenses.

1. In the left menu, go to System settings → Travel and expenses, then show all settings.
2. Find Give new persons access to the travel module and Give new persons access to the expense module further down the page.
3. Set the relevant settings to Yes to give new employees access automatically.

Note

If employees in a specific department do not receive access even though the main setting is Yes, the setting may be overridden at the department level. See the article "New employees in a department do not automatically receive access to Travel and Expenses."