Claim Approval Settings Configuration

The Claim Approval Settings configuration defines the approval workflow for claims, specifying the level of approval required for different engagements and ensuring that the approval process aligns with organizational policies. This configuration is vital for managing both chargeable and non-chargeable cost centers effectively.

• All the Claim Approval Settings for Engagements, including those belonging to both Chargeable and Non-Chargeable cost centers, will be listed here.

• Users can only modify the level of approval needed for each engagement here. If the user wishes to set the engagement role for certain employees, they will need to access the settings in the Engagement Applet instead.

• Only system administrators  are responsible for configuring Claim Approval Settings. Roles for employees are adjusted via the Engagement Applet.

Key Features

1. Approval Workflow

• Purpose: Defines whether the claim is chargeable or non-chargeable.

• Example: A chargeable workflow might require multiple levels of approval, while a non-chargeable workflow might only need one approver.

2. Default Approver

• Purpose: Assigns a primary approver for the engagement.

• Example: A department manager can be set as the default approver for claims submitted by their team.

3. Job Group

• Purpose: Associates the approval setting with a specific job group or entity.

• Example: Assigning different approval workflows for "BT_Academy" and "BT_Finance."

4. Approval Levels

• Purpose: Allows for multiple levels of approval based on organizational requirements.

• Fields:

  • Approval Type: Specifies whether any or all approvers at a level need to approve.

  • Number of Approvers: Sets the minimum number of approvers required.

  • Engagement Role to Approve: Defines the role responsible for approving at each level.

• Example: Level 1 requires one manager to approve, while Level 2 requires two senior managers.

Importance of Claim Approval Settings Configuration

• Efficiency: Reduces processing delays by defining clear approval workflows.

• Accountability: Ensures that claims are reviewed and approved by the appropriate personnel.

• Compliance: Aligns approval processes with organizational policies and cost center requirements.

Example Use Case

Scenario: An engagement requires a multi-level approval process for chargeable claims.

1. The system administrator creates a new setting for "Project X."

2. The approval workflow is set to "Chargeable," and the default approver is the Project Manager.

3. Two approval levels are defined:

   • Level 1: Requires one manager’s approval.

   • Level 2: Requires two senior managers’ approvals.

4. An employee submits a claim for "Project X."

5. The claim passes through both levels of approval before being processed by finance.

To create a new Claim Approval Setting:

1. Click on the ‘+’ button; a window will slide in from the right.

2. Enter the Name and Code for the setting.

3. Select an Approval Workflow, choose the Default Approver, then select the Job Group. If Chargeable is selected, specify the Engagement Role as well.

4. Click Add Level to add any required approval levels.

5. Click on Create to finalize.

Open

To modify an existing Claim Approval Setting:

1. Search for the Claim Approval Setting from the list and click on it.

2. A window will slide in from the right, modify the changes you need to make.

3. Click on the ‘Update’ button to save the changes.

Open

This configuration ensures that claims are approved in a structured manner, adhering to organizational policies.