Finance Staff Guide

The entry point to the system. Choose your module, then sign in with your email and password.

Login

• Switch between HRMS and E-Office using the toggle at the top of the form before signing in.
• Enter your registered email address and password to log in.
• Use "Forgot Your Password?" to receive a password reset link by email.
• A security check (CAPTCHA) may appear before the Login button becomes active, depending on your organisation's settings.

1. Select HRMS or E-Office using the toggle.
2. Enter your email and password.
3. Complete the security check if shown.
4. Click Login.

Your home screen after login. Gives a Finance Staff a quick summary of what needs attention today.

Dashboard

• Greeting and profile menu, top-left ("Hi, [Name]!").
• Finance Login toggle and Quick Links button in the top bar.
• Dashboard is organized into one section per claim/advance module (Tour Approval/Advance, Tour Claim, and so on for every module in the workflow list).
• Each module section shows a badge with the total pending count for that module (e.g. Tour Approval/Advance: 5, Tour Claim: 11).
• Within each module, three panels mirror the processing stages:
• Assignment — Pending, Assigned, Rejected counts, each with an Open button.
• For Passing — Pending, Passed, Rejected counts, each with an Open button.
• Payment — Ready for Payment, Paid / Change Cheque, Payment History counts, each with an Open button.
• Rows with a non-zero count are highlighted (e.g. "Payment History: 5", "Ready for Payment: 7") to draw attention to items needing action.
• Clicking Open on any row jumps straight into that specific queue for processing.
• The dashboard effectively works as a control panel across all claim types at once, rather than a single summary — you can see and act on every module's backlog from one screen.

Shortcut panel above the main menu (Finance Staff sign in via the "Finance Login" toggle).

Quick Links

• Jump straight to frequently used claim types without navigating the full menu.

Every claim/advance module below (Tour Claim, Conveyance, Medical, Recoupment, and so on) follows the same three-stage cycle. Learn it once — it applies everywhere.

• Assignment — claims land here first, grouped as Pending, Assigned, or Rejected, and are assigned to a Finance Staff member for processing.
• For Passing — the assigned claim is checked and passed for payment, or rejected. Grouped as Pending, Passed, or Rejected.
• Payment — passed claims are grouped as Ready for Payment, Paid / Change Cheque, or Payment History, until the payment is actually made.

Each of these uses the Assignment → For Passing → Payment cycle explained above.

Each of these opens with the same Assignment → For Passing → Payment tabs — see "How claim processing works" above.

Reporting on payments made through the bank.

Bank Reports

• Generate reports of payments processed, for reconciliation with bank statements.