2.2 Claim Submission Process

1. To initiate a claim, click on the ‘+’ button beside the search bar.

2. Fill in your Claim Title and your Claimant Name before moving into the Claim Line, 

3. Then, click on the ‘Next’’ button above.

1. 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.

2. To start adding claim lines, click on the ‘+’ button.
   

Upon clicking on the ‘+’, a new window will slide in from the right, this is where you put in all the details for your claim. All mandatory fields must be filled in order for you to be able to successfully ‘Update’ your claim line.

• 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.

1. Upon selecting a non-entitlement Claim Category

2. Options of ‘Chargeable’ and ‘Non-Chargeable’ will appear.

• Chargeable Claim - Claims that allow you to charge to an engagement.

• Non-Chargeable Claim - Claims that allow you to charge to the cost center only.

Selecting either one of them will result in different input fields for you to fill up.

• Selecting ‘Chargeable’ will enable the ‘Engagement’ list for you to choose from later.

• While selecting ‘Non-Chargeable’ will enable the ‘Cost Center’ list for you to choose from later.

Next, 

1. Click on ‘Choose File’ and select a receipt from your device

2. Click on ‘Upload’ to allow the OCR feature (Optical Character Recognition) to capture the information on your receipt or can Upload Statement based on claim item .

• Claim Amount

• SST Amount

• Claim Amount after SST

• Vendor Name

• Receipt Date

• Receipt Number

This populated information should be the same as your real receipt.

After the receipt, you will need to select your engagement or cost center that you want to claim from, based on your selection on chargeable or non-chargeable earlier.