Some common Errors while preparing ERS by field staff
19 November 2012
- Wrong ticketing details :Ticketing screen is the important screen where the date & time is very critical . Some broad illustrations of errors are as follows
- Round tripconcept is not followed . A round trip is complete when one returns to HQ. e.g return trip from Chitoor to Tirupathi not recorded in below screen shot . Similar for other days also.
- Journey dates are with gaps e.g Sept 18, 23, 26, & 29th are missing.
- There should be separate ERS for the periods given below . i.e. one ERS for 17 th, then for period 19th to 22 nd , 24 th to 25 th & 27 th to 30 th .
- An e.g of Correct ticketing is given below : Employee left Hyd on Sept 10 th & returned on 15 th after visiting various locations
- Ticketing : Employees are not using the correct option when they have travelled with others vehicle. They are using a drop down & showing Re 1 as fare which is incorrect .If one has not spent any money for ticketing as he has travelled with his colleague , then select “Out station – Company Car. If the employee has shared a public vehicle & paid some amount for the vehicle expense then use option “ Outstation road – Hired car shared “. In this case you can indicate the amount spend in the fare .
- Ticketing: Ticketing should comprise of date with start time & end time from HQ to location “B” & again date with start time & end time from laction “B” to HQ or Location “C” till return to HQ . Many are not following this process . Employees are only showing HQ to Point “b” & return as one entry.This is wrong.
- Flat rate :For marketing staff , If the DCR is maintained properly no need to claim per diem as per process below . Instead follow instructions in point 6
- DCR for flat rate for Marketing staff: Indicate the DCR no: in the appropriate field (marked red below ) in the travel summary screen . Select the check box beside DCR no: .It will automatically calculate the flat rate based on each days hours on tour . One does not have to fill the Flat rate for many days as shown above .
- A tour is said to be complete when an employee returns tohis HQ . For those who have been travelling & returning to HQ daily can make on a consolidated ER till there is a break in travel . For e.g if an employee is on flat rate from 10 to 16 th of a month with a break on 13 th , then he should make an ER for 10 to 12 th & another from 14 th to 16 th .The tour of 10 to 16 th should not be consolidated into one ER.
- We are also observing errors in selecting dates ofticketing. Pl be careful while choosing dates .
- If you have any doubts please get help in understanding from the ERS functional anchors .
- All expenses are to be claimed within 3 working days of returning to HQ .