Viewing My Claim Summary on Dashboard

The My Claim Summary widget is only available if your company’s Worksy admin has added it in your dashboard. Once enabled, it provides a quick overview of your claims.

Step 1

When the widget is enabled, find My Claim Summary on your dashboard.

• Click the Year button to select the year you want to view.

• Filter your view for the summary by Year, Month, or Type using the drop-down menu in the top-right corner of the widget.

Step 2

If you choose to view summary by Month, click the mini arrow next to the month to expand a detailed summary of your claims.

You'll see Claim History such as:

• Requested Date

• Nett Amount

• Transaction Date

• Item

• Amount

• Status

Click the arrow next to a claim status to open the detailed Claim History panel for the claim item.

Step 3

In detailed Claim History panel, you can view the claim item's information:

• Claim Group

• Transaction Date

• Amount

• Limit cap for the claim as set by management

Note: All claim details are read-only after approval and cannot be edited by employees.

Refer this guide to view your claim history and balance: Viewing Claim History & Balance (Individual Record)

We hope this explanation clarifies the matter. If you require additional assistance, do not hesitate to contact our support team.