How can admin assign claims reviewer to employee?

Created by Product Content Team, Modified on Thu, 19 Jun at 11:32 AM by Product Content Team


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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