How do sample checks work?

  • Updated

Sample checks are a way for employers to review registrations and learn about the correct processing of policy rules.

The sample check can be activated for the entire organisation. We recommend 0.5%-1.5% of employees for a statistically supported sample.

  1. The sample makes a random selection of the chosen percentage from all employees in the organisation every 2nd week of the month.
  2. The approver or HR manager checks the overview of all assigned transactions from the previous month on the 'Approval' page.
  3. If a registration is incorrect, the manager can reject the registration and assign it to another budget.
  4. The employee receives an email and can reassign the rejected transaction on the 'To be assigned' page.

Use the 'Other' filter on the 'Approval' page to filter for samples.

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