Configure the organization’s claim template

Updated in September- 2024 | Subscribe to watch greytHR how-to video

For ease of calculation, your organization might prefer to categorize reimbursements under various claim categories. The employees can select the category and apply for reimbursement.

The Claim Templates page in the greytHR Admin page helps you to configure various categories of claims as per your requirements. The page also allows you to define the appearance of the claim form, the workflow of the claim application, and custom fields. You can also filter the employees who will be able to view the configured claim template. The page displays the list of existing templates.

To view the Claim Templates page, navigate to the Settings icon > System Settings > Claims > Claim Template.

Configure claim template

To configure the claim template, perform the following actions:

1. From the greytHR Admin portal, navigate to the Settings icon > System Settings > Claims > Claim Template.

2. On the Claim Template page, click the Add Claim Template button. A form appears and displays the General, Workflow, Entitlements, Custom Fields, and Shortlist cards.

3. Under the Configure tab, in the Template Name text box, enter the claim template name.

4. In Claim Type, select Single Claim (No Advances)/Multi Claim (With Advances and Multiple Submissions) options as per your requirements.

5. Click General card to customize the form layout of a claim. The card expands.

6. Select Stacked Form Layout/Table Layout as per your requirements.

7. Under Icon, from the Select an icon for the template dropdown list, select the required icon.

8. Select Associate project with template and Enable template option if required.

9. Click the Workflow card to customize the workflow level of the claim application. The card expands.

10. In the Number of approval levels for claims for this template type, select the Single Approval/Two level approval/Three level approval option as per your requirements.

11. Under Override Various Permissions, in the Configure Override/Reject permissions for different workflow levels, select the Amount Override and Reject option if you want to enable the payroll admin to override or reject the claim application.

12. Click the Entitlements card to add the claim entitlement. The card expands and displays the table.

13. Under the Configure template level entitlement per claim, per month and per year table, in the Per Claim, Per Month, Per Year spin boxes, enter or select the required entitlement.

14. Click the Custom Fields card to add more fields to the claims template. The card expands and displays the table.

15. In the table, double-click the blank row in the Description column and add the required description.

16. Double-click the blank row in the Type column and the claim type.

17. Click the Shortlist card to select the employees. The card expands.

18. From the Employee Filter dropdown list, select the required employee type.
    Note: You can also create a new filter by clicking the + icon next to the Employee Filter option.

19. Click Save to configure the claim template.

Other related links:

• Assign claims reviewer

• Manage claim group customs field

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