How can admin create claims batch?

A Claims Batch is a convenient collection of claims that allows you to consolidate all the claims submitted by employees within a specific time frame. By creating a claims batch for a particular duration, you can effectively organize and manage the expenses claimed by your employees during that period.

To create a claims batch, the admin must perform the following actions:

1. From the greytHR Admin portal, navigate to Expense Claims > Claims Batch. The Claims Batch page opens.
2. Click Create Batch. The Add Claim Batch form opens.
3. In the Name text box, enter the name for the batch you are about to generate.
4. From the From Date and To Date dropdown calendar, select the required dates.
   Note: These dates can be current/future dates.
5. Click Save. The Claims Batch page opens and displays the newly created batch.

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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.