Setting up Claim Approval Workflow

Claim approval rules determine the approval flow, and the submitted claim is routed to the designated approvers, depending on the levels of approver setting. Claim approvers may approve or reject a claim.

Step 1

On the left menu, go to Settings. Then, under General, click Approval.

Step 2

Under Claim, select Request Claim.

Step 3

To set up a new approval workflow for a claim, click Add new.

Step 4

On the Approval Workflow page, fill in the Approval Name(1), and Levels of Approvers(2). After that, click Next.

Step 5

On the Conditionals page, select the conditions on how you want to filter your employees by All Active Employees or By Conditions. After that, click Next.

*All Active Employees = Every employee excluding resigned employees.

By Conditions  = Employees that only apply to selected conditions.

Step 6

On the Allocated Employees page, you will be able to see all employees that apply to the conditions that you have set in Step 5.

Note: You are able to exclude certain employees in the condition by clicking on the “Include/Exclude” button.

Step 7

Once you have included the employees that you wish to include, in the top right corner, click Save.