A Complete Guide for Employees on How to Use Claim Module
This is a guide that we have created specifically for you to go step by step in the Claim Module in order to get to know your Claim Details in Worksy
1) View Claim Summary
As employees, we wanted to view our claim record and balance. The below user guide will help you to view the claim summary:
- Viewing Claim History & Balance: Knowledge Base (freshdesk.com)
- Viewing Claim Summary on Dashboard: Knowledge Base (freshdesk.com)
2) Request Claim
The below user guide will teach you how to request a claim:
3) Check the claim request status
We need to check our claim status whether it has been approved or rejected by HR Management. The below user guide helps you to navigate to the claim request status screen:
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