Mileage Claim Form Setup

Mileage Claim Form

Claim forms are used to track employee time for work performed. Approval paths are defined, starting with the employee and email notifications can be setup for the approval chain.

SchoolFront users with Administrator and Human Resources Roles have access to the Process Form menu.

1. Create a new form category for the Mileage Claim Form

2. Select New Process Form
3. Enter in the appropriate information

4. Select Save
5. Select Template Builder

6. Within the Template Builder, design your form as needed and use the necessary Notification Markers

   -Mileage Claim Form Route Table - This will display the mileage grid within your form.

               -Mileage Claim Form Total Expense - Total Expense (Miles x Rate)

               -Mileage Claim Form Mileage Deduction - Gives the ability to deduct mileage.

               -Mileage Claim Form Total Miles - Total Miles (Input - Deducted)

Insert ----Mileage Claim Form Route Table----

Insert Total Expense: ---Mileage Claim form Total Expense---

Insert Totals Miles: ---Mileage Claim Form Total Miles---

7. Select Save
8. Select Mileage Reimbursement Value

9. Select New Mileage Reimbursement Value
10. Enter Start Date and the Reimbursement Amount

11. Select Save