How can admin assign claims reviewer to employee?

Expense claims is the process by which employees or individuals request reimbursement for expenses incurred while conducting business-related activities on behalf of their organization. 

Assigning claims reviewer refers to the process of designating an individual or a group of individuals responsible for reviewing and evaluating claims submitted within an organization.

To assign a claim reviewer to an employee, the admin must perform the following actions:

1. From the greytHR Admin portal, navigate to Expense Claims > Claims Reviewer. The Claims Reviewer page opens.
2. Click Add New. The Add Claim Reviewer form opens. 
3. From the Template dropdown list, select the relevant template.
4. From the Employee dropdown list, select the employee you want to appoint as a claim reviewer.
5. From the Claim Reviewer 1 dropdown list, select the reviewer.
6. Click Save to assign a claim reviewer to the employee.

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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.