How can the admin add claim items?

Managing claims group custom fields refers to the process of defining and organizing custom fields specific to claims groups within a system or software application. 

To add claim items, the admin must perform the following actions:

1. From the greytHR Admin portal, navigate to Settings icon > System Settings > Claims > Claim Items. The Claim Items page opens.
2. Click the Add Claim Item button. A form appears.
3. From the Category dropdown list, select the required category.
4. In the Name text box, enter the name of the claim item.
5. In the Code text box, enter the claim code.
6. In the Account Code text box, enter the account code.
7. Select the Enabled option if required.
8. In the Instruction description box, enter the necessary instructions for claims.
9. Click Save to add the claim item for the organization.
   Note: You can edit or delete the existing claim item by clicking the Edit or Delete icon available next to the Enabled column in the table.

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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.