Step 1: Creating a New Claim
To initiate a claim, users begin by clicking on the ‘+’ button located beside the search bar. 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
For some users, they may see multiple claimant name under their account, this is because they have additional on-behalf claiming access
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.
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.
Upon selecting a non-entitlement Claim Category
Options of ‘Chargeable’ and ‘Non-Chargeable’ will appear.
If the user select an Entitlement Claim, for example, Healthcare Benefits - Optical, then the user will only see one option in this part, which is Non-Chargeable Entitlement
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,
Click on ‘Choose File’ and select a receipt from your device
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 .
Upon uploading the receipt, you will see the following field will be auto populated:
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.
Please be reminded that OCR is not 100% accurate, sometimes it may capture incorrect or missing information. User must correct the responding field should that happen.
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.
Kindly expect some system delay when accessing engagement, as the system needs to load thousands of engagement in a few seconds
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