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    Expenses Claims

    Note: All expenses depending on the circumstances must be authorised prior to purchasing or may be denied

    1. Complete all required fields on the “CPD Staff Expenses Claim form”
    2. Provide copies of receipts of purchases, tickets, invoices etc. as evidence of purchases
    3. Submit forms to John Shergill (john@posdirect.com.au) and “cc” Accounts (accounts@posdirect.com.au)
    • All expenses depending on the circumstances must be authorised prior to purchasing or may be denied
    • Copies of receipts, tickets and invoices must be provided as proof of purchase for goods and services claimed
    • Purchases of any office/work furnishings or equipment must be approved by John or accounts payable.
    • If you require office furnishings or equipment, a request must be sent to John or accounts payables to organise or approve prior to self-purchasing and claiming on your expense forms.
    • Use of personal cars must be authorised prior to use for work related purposes

    Overtime

    1. Complete all required fields on the “CPD Overtime form”
    2. All technician job tickets in JobPro must be completed prior to completing the form
    3. Submit forms to John Shergill (john@posdirect.com.au) and “cc” Accounts (accounts@posdirect.com.au)
    • All overtime depending on the circumstances must be authorised by John.
    • All hours/work completed for a job must be completed in the ticket/job in JobPro prior to submitting the form.

    Department Calendar

    Note: Each department has their own calendar for staff members to monitor the whereabouts of colleagues each day.  

    •  All Departments – If annual, sick or personal leave is taken please input into your department’s calendar
    • For days technicians are onsite, office calls or on call must be entered into the “Technicians” calendar
    • For days sales reps are doing customer visits, meetings or office sales must be entered into the “Sales calendar

    Staff Leave

    • All leave must be submitted via the Xero phone app, if you do not have access to this please let John know.
    • All Departments – If annual, sick or personal leave is taken please input into your department’s calendar
    • Must seek approval from team leader prior to starting for the day
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