Creating Claim Group

Modified on Tue, 27 Jan at 12:07 PM

A claim group allows you to assign specific claim entitlements, limits, and approval flows to a selected group of employees.

Step 1

On the left menu, go to Settings (a) > Claim (b) > Claim Group (c).

You will be directed to the Claim Group listing page, where all previously created claim groups are displayed.

Click Add New to create a new group of employees who are entitled to a specific set of claims.

Fill in the required details for the claim group:

a.	Name	Enter the name of the claim group.
b.	Label	Add a label to help identify or categorise the claim group.
c.	Limit Refresh on	Select the month when the claim entitlement resets each year. Example: If January is selected, the employee’s claim entitlement will refresh every January.
d.	Claim Group Limit	Toggle this on to set a maximum claim amount for employees under this group. Each approved claim will deduct from the available balance. If a claim exceeds the remaining limit, the employee will not be able to submit the request.
e.	Custom Approval Route	Toggle this on to apply a custom approval workflow instead of the employee’s default approval route.
f.	Claim items	Choose which claim items to include or exclude for this claim group.

Go to the Condition tab to define which employees should be included in this claim group based on specific criteria.

Example: Using Age as a Condition

You can create different claim groups based on employee age, such as:

An employee is 40 years and a few days old.

Condition: Age = 0–40
The system will include this employee in the Optical (Below Age 40) claim group.

Condition: Age = 41–99
The system will not include this employee in the Optical (Age 41 and Above) claim group.

Here, you can include or exclude individual employees from the list generated in the previous step.

Once done, click Save at the top right to complete the setup.

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