How to Set Up Claim Module (HR Users)

Modified on Wed, 8 Apr at 4:27 PM

As a key user, you may be wondering where to start when setting up the Claim Module, as it is related to the payroll process.

To ensure the employee can request the Claim and the HR team can approve and process it, we need to follow the steps.

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

1. Create a Claim category

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

Setting up Claim Category

2. Create a Claim Item

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

3. Create a Claim Group

A claim group allows you to assign claim items to employees based on selections with claim group limits, refresh limit, and approval flow settings.

Creating Claim Group

4. Set up Claim Approval Workflow

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

Setting up Claim Approval Workflow

5. 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 user guide below on how to link the GL code in the claim item:

Linking GL Code to Claim Item

6. 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 articles below to guide you on how you can perform this action :

7. Process Claim in Payroll

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

8. Generating the Claim Report

Refer to the article below to generate the claim report:

Generating Claim Reports

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