How to Set Up Claim Module (HR Users)

Modified on Thu, 25 May, 2023 at 5:38 PM

A Complete Guide for Key Users

As a key user, you may be wondering where to start to set up the Claim Module as this module is related to the payroll process.

In order to ensure the employee enables to request the Claim and HR team can approve and process the claim, we need to follow the steps accordingly.

We have created a step-by-step guide for you.

You may navigate to our Need Help Button for the other information that is not enlisted in this guide :

1. Create a claim category

To define our claim category we need to create the claim category in the system label setting. Read the below article about how to create the claim category:

Setting up Claim Category: Knowledge Base (freshdesk.com)

2. Create a Claim Item

We need to define our claim item in the Worksy so then we can link our claim item with payroll. You may read the below guidance to help you create a claim item:

3. Set up Claim Approval Workflow

To set the approval level of the claim. For more information, you can refer to the below page:

Claim Approval Workflow: Knowledge Base (freshdesk.com)

4. Set up the GL Code in the Claim

GL code is used in the accounting field as their coding system to know the bill. Read the below user guide on how to link the GL code in the claim item:

GL code: Knowledge Base (freshdesk.com)

5. To View The Employee Claim Record and History

In this screen, you can manually edit the Transaction date, Approved Date, and Claim Amount of your employee.

Read the below articles to guide you on how you can perform this action :

6. Process Claim in Payroll

After a claim has been approved, we need to process payroll with the claim item.

Process claim in payroll run: Knowledge Base (freshdesk.com)

7. Generating the Claim Report

Refer to the below article about to generate the claim report:

Generating claim report: Knowledge Base (freshdesk.com)