How can admin download grouped claims batch report of employee?

A claims batch is a group of claims that helps you as an admin to collect all the claims raised by employees for a specific duration.  

To download the grouped claims batch report of an employee, the admin must perform the following actions:

1. From the greytHR Admin login, navigate to Expense Claims > Claims Batch. The Claims Batch page opens.
2. From the Year dropdown list, select the required year to customize the list of claims batches. A list of claims batches appears.
3. Select the required claims batch. 
4. Click ∨ arrow on the required claims batch card. The card expands.
5. Click Detailed View. A detailed view of the selected claims batch appears.
6. In the select an employee search box, enter the name/number of the employee whose grouped claims you want to download. 
7. Click the Grouped Claims tab. 
8. Click the Print button to download the grouped claims batch report of the employee. The report downloads in PDF format. 

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Related Links:

Video:

• To watch the Apply Reimbursement Claim on behalf of an Employee video, click here.
• To watch the Monitor Employee Reimbursement Claim Requests video, click here.
• To watch the View Employee Reimbursement Statement and Payslip video, click here.

FAQs- To read more FAQs about Claims, click here.

Documentation- To read more about Claims, click here.

Product Update- To read about the product update, click here.