Follow these steps to set up and manage the Claim Module in HReasily. This checklist will guide you from creating claim types to generating reports.

Before you begin: Make sure each employee's payroll details (such as their basic salary) are complete. This ensures claims are synced and calculated correctly in payroll.

Step 1: Create Claim Types

Define the types of claims available in your company (e.g., transport, medical, meals). You can customize these claim types to match your company’s policies and specify rules like claim limits or requirements.

Click here to learn more.

Step 2: Assign Claims to Employees

Once claim types are created, allocate them to the relevant employees so they can submit claims under those categories.

Click here to learn more.

Step 3: Set Up Claim Approvers & Recommenders

Establish approval workflows to ensure claim requests are properly managed.

Click here to learn more.

Step 4: Generate Claims Reports

Generate reports to track approved claims and monitor claim balances.

Click here to learn more.

Step 5: Sync Claims with Payroll

Integrate approved claims directly into payroll so they are automatically reflected in the employee's monthly payslip.

Click here to learn more.