How can admin create multi claim on behalf of employee?

A multi expense claim refers to the process of submitting a single claim for reimbursement that includes multiple expenses incurred by an employee. Instead of submitting separate claims for each individual expense, employees can consolidate their expenses into a single claim, simplifying the reimbursement process.

To create a multi claim on behalf of an employee, the admin must perform the following actions:

1. From the greytHR Admin portal, navigate to Expense Claims > Claims List. The Claims List page opens.
2. From the Search Employee search box, enter the name or number of an employee for whom you want to create a new multi claim. A list of multi claims for the selected employee appears.
   Note: You can filter the multi claims by using the Show All/Show Open filters available besides the New Multi Claim button.
3. Click New Multi Claim to add a new multi claim. The Add multi claim pop-up appears.
4. In the Title text box, enter the title for the multi claim request.
5. From the Type dropdown list, select the expense as Billable/Non-Billable.
6. From the From and To dropdown calendars, select the required dates.
7. In the Travel Location text box, enter the location to which you have traveled.
8. From the Project dropdown list, select the relevant project name.
9. Click Save to save the multi claim request as a draft. The created multi claim card appears on the Claims List page.
   Note: You can edit/delete a multi claim request using the Edit/Delete icons on the required card.

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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.