Personnel Administration practice cases-business trip and reimbursement approval
1. Case Background
In traditional enterprises, business trip, reimbursement, and overtime approval are generally used in a series of problems, such as paper approval form, use of paper approval form, which leads to a series of problems such as data is not conducive to preservation, and leadership approval is easy to forget, this case mainly leads you to solve this problem, making Office easier. Let's enjoy the charm of digital office together!
2. Achieve results
💡Hands-on practice business trip reimbursement full process application construction
💡Use connector to realize intelligent reminder of business trip schedule
💡Automatically obtain business trip information to fill in the reimbursement form with one click
3. Demo Video
Video source YIDA video manual Hello! Low code personnel administration practice case (second lecture), YIDA video manual document provides more teaching videos.
Further reading:https://www.yuque.com/yida/video/dazke6
4. Implementation steps
4.1 Creation and configuration of business trip approval process
4.1.1 create business trip approval form flow chart
Step 1. Create a blank application named business trip approval reimbursement 」.
Step 2. Click "Create page" in the upper-left corner> Select "create flow chart", and flow chart is named "Business Trip approval form 」.
Step 3. Click edit to enter the form design.
Create a form
Step 4. Drag the corresponding component in the component library to the form design area. For more information about the component type and naming, see the following. After the component is created, the properties of the component will be configured.
- Business travelers: member components
- Department: text component
- Travel date: Date interval component
- Start date: Date component
- End date: Date component
- Travel days: numeric component
- Travel Mode: drop-down single choice
- Business trip location and detailed address: address component
- Business trip cause: Single line text component
- Fees: group components. The following components are included in the fees group component.
- Transportation fee/accommodation fee/catering fee: numerical component
- Other fees: numeric components
- Reason: The text component is displayed when the value of other fees is entered.
- Total: numeric component
Configure components
Step 5. Edit the property of "business travelers" and select "formula Edit" under "default value". On the "formula Edit" page, configureUSER()The function formula automatically obtains the current travel member. The configuration is as follows:
Formula configuration
Step 6.Edit Department attributes,Configuration formulaDEPTNAME (business travelers)Automatically obtain the department where the current business travelers are located.
Formula configuration
Step 7.Edit 「Start dateAttribute, configure the following formula to automatically obtain the start time of the date interval:
MID (business trip date, 3,13)
Formula configuration
Step 8.Edit 「End dateAttribute, configure the following formula to automatically obtain the end time of the date interval:
MID (travel date, SEARCH(",", travel date) +2,13)
Formula configuration
Step 9.Edit 「Business trip daysAttribute,Configuration formulaCASCADEDATEINTERVAL (business trip date)Obtains the number of days between date intervals.
Formula configuration
Step 10.Edit 「TotalAttribute,Configure the formula to sum all expenses:
Transportation fee + accommodation fee + catering fee + other expenses
Formula configuration
Step 11. Configure JS code for the "other fees" component. When other fees are filled in the value, the reason for filling in other fees is displayed. The default status is set to "hidden 」.
(1) in the advanced settings of other fees, create an action and create Onchange action.
Create action
(2) open the JS panel and edit the JS code in the created OnChange event.
Configuration code
The reference code is as follows:
WillUnique identifier of the reason componentChange this text to the unique identifier of the corresponding component reason.
if(value!="")
{
this.$("理由组件的唯一标识").setBehavior("NORMAL")
}
else
{
this.$("理由组件的唯一标识").setBehavior("HIDDEN")
}
4.1.2 business trip approval process and connector configuration
Step 1. Select business trip Approval Form> Edit Flow Chart> process design.
Process Editing
Step 2. Click + under the initiator to add a conditional branch.
Step 3.The example uses the number of travel days as the branch condition for configuration. The specific configuration can be configured according to the company's requirements (for example, according to the personnel setting), and adds an approver under each branch condition as a test demonstration, the Approver is the initiator 」.
Set conditional branches
Step 4. Add a connector to the process path to automatically initiate scheduling and to-do tasks.
Connector
Step 5. Configure the schedule connector
(1) select schedule for Connector 」
Select schedule
(2) select Create schedule 」
Select execution action
(3) configure the execution action as follows:
- Schedule Title: value fill in "Business Trip 」
- Participant: Select "business travelers" in the field 」
- Start time: select start date in the field 」
- Note: Select Business trip cause in the field 」
- End time: select end date in the field 」
Configure execution actions
Step 6. Configure the to-do connector
(1) connector select to do 2.0 」
Connector selection to do 2.0
(2) select create to-do task 」
Select execution action
(3) configure the execution action as follows:
- Task owner: Select Travel personnel in the field 」
- Title: value fill in "Business Trip 」
- To-do Publisher: Select "business travelers" in the field 」
- Task Description: select business reasons in the field 」
- Deadline: select start date in the field 」
- Task priority: select normal 」
- To-do executor: Select "business travelers" in the field 」
Configure execution actions
Step 7. Save and publish the process.
4.2 Reimbursement Approval Process creation and configuration
4.2.1 create reimbursement approval form flow chart
Step 1. After creating the flow chart, go to the form editing page. The flow chart is named reimbursement approval form 」.
Step 2. Drag the corresponding component in the component library to the form design area. For more information about the component type and naming, see the following. After the component is created, the properties of the component will be configured.
- Employee name: Member component
- Employee Department: text component
- Reimbursement date: Date interval component
- Reason for reimbursement: single-line text component
- Reimbursement amount: numeric component
- Upload credential: upload image component
Configure components
Step 3. Edit the employee name attribute, select formula edit under default value, and go to the formula edit page to configureUSER()The function formula automatically obtains the current login member.
Formula configuration
Step 4. Edit the employee department attribute,Configuration formulaDEPTNAME (employee name)Automatically obtain the department where the current business travelers are located.
Formula configuration
4.2.2 reimbursement approval process configuration
Step 1. Select Reimbursement Approval Form> Edit Flow Chart> process design.
Process Editing
Step 2. Click + under the initiator to add a conditional branch.
Step 3. The example uses the reimbursement amount as the branch condition. The specific configuration can be configured according to your own needs. And add an approver under each Branch Condition. As a demonstration example, the approver here is the initiator himself 」.
Conditional Branch
Step 4. Save and publish the process.
4.3 process integration automation configuration
4.3.1 Business trip approval process integration automation
In this case, we automatically initiate a reimbursement approval after submitting a business trip approval because the integration & automation function is used in the business trip approval form. For more information, see the following steps.
Step 1. Choose business trip Approval Form> page management> Integration & Automation, and click create Integration & Automation 」.
Integrated Automation
Step 2. Create a form event trigger integration automation.
Create integration automation
Step 3. Trigger the form Event. Select the form created successfully.
Select trigger event
Step 4. Initiate the approval node and select "reimbursement approval form" to initiate the approval. The field configuration can be customized as required. The example is as follows:
- Employee Name: Select "business travelers" in the field 」
- Employee Department: Select department in the field 」
- Reimbursement Time: select end date in the field 」
- Reimbursement reason: set the formulaCONCATENATE("because",Business trip reasons, "reimbursement required:",TEXT (Total),"Yuan")
- Reimbursement amount: Select total in the field 」
Configuration initiation approval
Formula field configuration
5. Effect display
The effect is shown in the following figure:
Effect picture display
6. FAQ
6.1 Why can't the Department component set formula editing to automatically obtain the department?
The department component cannot edit the formula at present. You need to use the text component to add a formula to obtain the department. For more information about the formula, seeUSERDocument.
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