How can admin review employee’s reimbursement claim request?

A reimbursement claim refers to a request made by an employee to be reimbursed for expenses incurred while carrying out their job duties or for expenses related to business purposes.

A reviewer for reimbursement claims is an individual or department responsible for reviewing and evaluating submitted reimbursement claims to ensure compliance with the organization's policies and guidelines. 

To review an employee’s reimbursement claim request, the admin must perform the following actions:

1. From the greytHR Admin portal, navigate to Workflow > Monitor > Reimbursement Claim. The Reimbursement Claim page opens.
2. From the Employee dropdown search box, search for the employee whose claim request you want to review.
3. From the List dropdown list, select Active/Completed as per your requirements.
4. Under the Applied Date Range, from the Between and And dropdown calendar, select the required dates.
5. Click OK. The claim request card appears for the selected employee.
6. Click the claim request card. The card expands to review the reimbursement claim request.

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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.