After successfully logging in, click on the Claims Management module in the left navigation menu
Employee will be able to see the Employee Dashboard and Claim Request
By default, Employee Dashboard will be displayed
Dashboard contains Claims Count by Status (‘Current Month’), Claims Scorecard, Reimbursement Type by Paid Amount
“Claims Count by Status (‘Current Month’)” - Displays the claims count by status for current month. Pending, Verified, Approved, Paid, Rejected, Total Claims count is displayed
Settlement Ratio is displayed for Claims paid Vs Total Claims
Alerts are displayed for the claim requests
Claims Scorecard – Displays the Total Claims, Approved, Rejected, Paid counts for Previous and Current Months with their variance for both Count and Amount
Reimbursement Type by Paid Amount – Displays the graphical representation of Paid Amount for Reimbursement Types
Claims Approval:
On clicking 'Claim Approval', the Claim Approval page will be displayed
On the Claim Approval page, ‘Select Employee’, 'From Date' and 'To Date' fields will be displayed, along with 'Search' and 'Clear' buttons. By default, the current date will be displayed in the date's fields
Based on the employee selected in the 'Select Employee' column, the manager will be able to view their claim requests
A Search box will be displayed at the top right of the table
Manager can search for any claim Approval in the table as needed
In the table, there are five tabs (Pending, Verified, Approved, Paid and Rejected) available for viewing the claim approval status
If the claim request is waiting for verification from the manager, it will remain under the 'Pending' tab until the manager reviews it
If the claim request is being verified by the manager, it will remain under the 'Verified' tab
If the Finance Manager approves the claim request, it will remain under the 'Approved' tab
If the claim amount has been settled with the employee, it will remain under the 'Paid' tab
If the Manager or Finance Manager rejects the claim request, it will remain under the 'Rejected' tab
Manager can check the claim request by using the View Icon under Action column
Clicking on Claim Report in the side menu displays the Claims Employee Detailed Report page
On the Claims Employee Detailed Report page, ‘Select Employee’, 'From Date' and 'To Date' fields will be displayed, along with 'Search' and 'Clear' buttons. By default, the current date will be displayed in the date's fields
Based on the employee selected in the 'Select Employee' column, the manager will be able to view their claim requests
A Search box will be displayed at the top right of the table
Manager can search for any Employee claims Detailed Report in the table as needed
Manager can download reports for the chosen dates in both Excel and PDF formats by clicking on the respective Excel and PDF icons
In the table displays the following columns: S.No, Applied On, Employee, Claim ID, Bill (Count), Requested Amount, Approved Amount, Receipt Number, Claims Status, Action On, and Action By