The Claim Applet is one of the central components of the e-Claim module. It includes 14 system configurations, each contributing to various aspects of claim processing and management. These configurations ensure that claim submissions, approvals, and reimbursements align with organizational policies.
Key Configurations
Claim Accounts:
Links specific claim accounts to organizational financial structures.
Ensures accurate tracking and reporting of claim-related expenditures.
Claim Entitlements:
Defines the claim limits and entitlements available to employees.
Ensures claims are processed within predefined limits.
Claim Item Categories:
Organizes claim items into categories for better management and reporting.
Examples include travel, medical, and entertainment claims.
Claim Items:
Details specific claimable items within each category.
Examples include airfare, accommodation, and meals under travel claims.
Claim Approval Settings:
Configures the approval hierarchy for claims.
Defines approvers based on roles, departments, or thresholds.
Professional Body and Memberships:
Tracks subscriptions and memberships reimbursable under claims.
Examples include professional licenses and organization fees.
Travel Allowance:
Sets policies for reimbursable travel expenses.
Includes mileage rates, accommodation caps, and per diems.
Claim Cut-Off Logic:
Defines submission deadlines for claims.
Ensures timely processing and compliance.
Branches and Job Groups:
Associates claims with specific branches or job groups.
Ensures claims are routed and approved appropriately.
Email Templates:
Customizes communication templates for claim-related notifications.
Examples include submission confirmations and approval notifications.
Example Use Case
A finance team member configures the Claim Approval Settings to ensure that:
Claims below $500 are auto-approved by department heads.
Claims above $500 require additional approval from the finance department.
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