TAM - Enter Applicant Expenses

GENERAL DESCRIPTION:

You can track applicant-related expenses using the Manage Applicant page. Within the Applicant Activity view of this page, the Expenses section shows a summary of expenses and enables you to create, delete or modify expense information. The Applicant Expenses section is restricted to Recruiter and TA Coordinator roles.

PROCESS CONSIDERATIONS:

You may click on the links below to navigate directly to a section:


PROCEDURE STEPS:

  1. Navigate to the Applicants, either through Search Job Opening or Search Applications. See KB TAM - Search for Job Opening or By Application or TAM - Recruiting Home Page , for additional information.

  2. Once selecting the applicant, click the Expenses link.

    https://kb.wisc.edu/images/group61/20275/9.2applicantexpenseslink.jpg

  3. Click the Add New Expense button.

    https://kb.wisc.edu/images/group61/20275/9.2expenseslinkaddnew.jpg

  4. Select an Expense Code from the drop down list.

  5. Enter the dollar amount in the Expense Amount field.

  6. Enter a Charge Date (or use the calendar to select the date).

  7. Enter or search for a Business Unit or Department for the expense, optional.

  8. Click the OK button.

    https://kb.wisc.edu/images/group61/20275/9.2expenseslink.jpg

  9. The expense now appears in the Expenses grid and the Total Expenses has been updated. To view or modify the detail information, click the Pencil icon.

  10. Click the Save button.


ADDITIONAL RESOURCES

Related KBs:

Related Links:


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