Step 1: Creating a New Claim
To initiate a claim,
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users begin by clicking on the ‘+’ button located beside the search bar.
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Fill in your Claim Title and your Claimant Name before moving into the Claim Line,
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This action opens the New Claim interface, where users are prompted to fill in specific details before proceeding.
Once these fields are completed, the system validates the input to ensure accuracy. Clicking Next saves the information and transitions the user to the next stage
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For some users, they may see multiple claimant name under their account, this is because they have additional on-behalf claiming access |
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After saving your claim title and claimant name, System will take you on the Claim Lines tab. You will see a claim preview that displays your Claimant Name, Claimant ID, Job Group, Claim Title, Claim ID, Status and Created By.
To start adding claim lines, click on the ‘+’ button.
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Step 2: Navigating to Claim Lines
The Claim Lines tab organizes all expense details under the claim. This structure ensures transparency and enables detailed tracking of individual expenses.
Claim Preview Panel:
Displays key information, including:
Claimant Name: Identifies who is submitting the claim.
Claim ID: A unique identifier assigned to the claim for easy tracking.
Job Group and Created By: Contextual details for the supervisor’s reference.
Status: Indicates the current stage of the claim (e.g., Draft).
Adding Claim Lines: Users are prompted to click the ‘+’ button within the Claim Lines tab to input detailed expense information. This step is essential for itemizing costs and attaching supporting documentation.
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Claim Categories - Our system offers a total of 30 claim categories, including 5 entitlement claims. However, it's important to note that not all claimants may have access to certain entitlements.
Claim Item - Once you select a claim category, the claim item field will be automatically populated, except for the "Travelling - Mileage" category. For this category, you'll have two options: "By Car" or "By Motorcycle".
Cost Incurred Date - The "Cost Incurred Date" refers to the date range when the claim event took place. This ensures accurate tracking and processing of claims.
Description - Here, you can provide detailed information about your claim, including expenses and supporting documents.
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