How to Submit Claim Request via Desktop

For mobile version, refer this guide: How to Submit Claim Request via Worksy App

Step 1

On the right-side menu, click My Request.

Step 2

Select Claim from the left panel, then click New Request in the top-right corner of the screen.

Step 3

Choose the relevant claim group and claim item, then enter the claim amount. Fill in all the other required details in the claim request.

Once completed, click Save or Save & Add in the top-right corner of the screen. 

Step 4

If you select Save & Add, the claim will be saved under the Draft tab.

After reviewing the draft, tick the checkbox and click Submit to send your claim for approval.

How to Delete a Claim

Go to the Draft tab, click on the arrow next to claim amount.

Click Delete.

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