How can employee raise a reimbursement claim request?

Claims refer to requests made by employees to be reimbursed for expenses they have incurred while performing their duties or carrying out specific official tasks.

To raise a reimbursement claim request, the employee must perform the following actions:

1. From the greytHR ESS login, navigate to Salary > Reimbursement. The Reimbursement page opens. 
2. Click +Add Claims. The Add New Claim page opens.
3. Click Add Bills Manually. The Document Preview pop-up appears.
4. Click Upload. The dialog box appears.  
5. Browse the required file in your desktop, select the file and click Open to upload the file. 
   Note: You can upload the bill in JPEG, PNG, and PDF format. The maximum size limit of the file must be 5 MB.
6. Under the Bills Details heading, from the Select Reimbursement Component dropdown list, select the relevant claim component.
7. In the Bill Number text box, enter the bill number.
8. From the Bill Date dropdown calendar, select the relevant date.
9. In the Bill Amount text box, enter the amount of the bill.
10. In the Remarks text box, specify any remarks if required.
11. Click Save. The Claim Summary page opens. You can also click Save and Add Bill to save the bill directly.
12. Click Submit for approval to send the claim request for approval.

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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.