Creating Claim Items

Step 1

On your homepage, go to your left menu, click on your Settings and go to Claim, then scroll down to click Claim Item.

Step 2

You will see a list of claim categories you have made on the left, please refer to the following article if you haven't created any claim categories yet Setting up Claim Category: Knowledge Base (freshdesk.com) ".

Then on the right, you will see a list of your existing claim items. 

Click on the category you want to add a new claim item to and then press the Add New button on the top right corner of your page.

Step 3

You will then be led to this page where you have to fill in your claim item name and label.  Scroll down to fill out more information.

Next, you can choose if you want the claim to be given in cash or by payroll under the Payment Methods fields, as shown below. 

If you choose cash then it will not show up in the employee payslip.

If you choose payroll, then choose which payroll item because it will show up in the employee payslip. Please refer to this guide for more information. How to process a claim in the pay run? : Knowledge Base (freshdesk.com) 

After that, you choose if this claim is claimable based on an amount of money or in units (eg. Kilometres). This is most common when it comes to mileage and travel claims. Please refer to this guide for more information. Creating Mileage/Traveling Claim: Knowledge Base (freshdesk.com).

The next box you will fill up will be the GL Code. Just press the drop-down options to select one, or you can also refer to this guide to set up a GL Code if you haven't yet. How to link GL Code to Claim Item? : Knowledge Base (freshdesk.com) 

Step 4

You are done filling up the first half of the page, now it's time to fill up the employee self-service policy in the second half for when your employees request a claim.

Firstly, you will see the cost centers. This means that you can divide the total amount of claim entitlement into different companies. 

For example, you could put 50% for Company A to give claim allocation to their employees, while Company B pays the other 50%. 

To set up your cost centers, please refer to this article for more information.

• Can I use the same cost center for an employee who is paid by multiple companies? : Knowledge Base (freshdesk.com) 

Then you can fill in the custom fields that you can make mandatory for your employees to fill in before they apply for a claim request. 

You can choose if they are required or not by clicking the blue button on the right side of your screen. 

To set up your custom fields, please refer to this article for more information. Creating Custom Field for Claim Request: Knowledge Base (freshdesk.com).

Step 5

You are now done with the first column, now you can proceed to "Limit & Price" by clicking on it on the top half of the page as shown below. I will explain each category briefly down below. 

Firstly, you can choose what is your limit for claim entitlement. 

For example, you can choose the Limit Type by Year of Service, and then you can set the days/weeks/months/years it will take for your entitlement to refresh.

Then, you can set the dependent unit by referring to this in-depth guide explaining how dependant claims work. 

How to set up Dependent Claims? : Knowledge Base (freshdesk.com).