HR: Claim Requests (Feature)

 

 

 

The Claim Request Lifecycle

 

1 Employee
An Individual needs to be employed into a company to be able to complete a claim request.
2 Claim Request
Complete the claim request form.
3 Upload Evidence
Upload evidence for claim.
4 Superior Approval
Superior approve / decline the claim request.
5 Approved
Approve claim request.
6 Decline
Decline claim request.
7 Notify Employee
Employee gets notified that the claim has been decline.
8 Notify Employee/Finance
Notifies employee and finance that the claim has been approved.
9 Pay Claim
Finance pays out the claim.
10 Flag Paid
Finance flag claim as paid and capture the date paid.
11 Notify
The employee and superior gets notified that the claim has been paid out.

 

How To Create a Claim Request (Employee)

Follow these steps to CREATE A CLAIM REQUEST.

  1. Click on the MY START tab in the mybar.
  2. Click the CLAIM REQUEST tool in the toolbar.
  3. Complete the FORM and click SUBMIT.

How To Approve / Decline Claim Request (Superior)

Follow these steps to APPROVE / DECLINE CLAIM REQUEST.

  1. Click on MY START.
  2. Select the EMPLOYEE CLAIM REQUESTS.
  3. Click on the BLUE CLAIM REQUEST number.
  4. Click on the QUICK APPROVE / DECLINE tool in the toolbar.

How To Pay Claim (Finance)

Follow these steps to flag the CLAIM as PAID.

  1. View the EMPLOYEE PROFILE.
  2. Click on the CLAIM REPORT tool in the toolbar.
  3. Click on the BLUE CLAIM REQUEST number.
  4. Click on the PAY CLAIM tool in the toolbar.
  5. Click on the LOAD PAYMENT tool in the toolbar.
  6. Add a NEW ENTRY.
  7. Complete the FORM and click SUBMIT.


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