How can employees make edits to draft claims before submitting them?

Created by Product Content Team, Modified on Mon, 26 Feb at 5:53 PM by Product Content Team

Reimbursements are introduced by the company in the salary structure to repay an employee any money that is spent for official purposes and to reduce the employee's income tax.

To edit the draft claims, the employee must perform the following actions:

From the greytHR ESS portal, navigate to Salary > Reimbursement. The Reimbursement page opens.
Click the My Claims > Draft tab.
Under the Draft tab, you can view all the claims you have saved but have not submitted for approval. You can Edit these claims, Print them for your reference, or even Delete them. You can view Claim No., No. of Bills, Amount, and Claim Date of each draft.
Under any one of the draft claims, click Edit. The Claim Summary page opens. You can then edit the required details and submit the bill for approval.

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Related Links:
Video :

To watch the video on Apply claim on behalf of an employee, click here.
To watch the video on View employee's reimbursement statement and payslip, click here.

FAQs - To read more about FAQs Reimbursement, click here.
Documentation :

To read more about Apply claim on behalf of an employee page, click here.
To read more about Monitor employee's reimbursement claims page, click here.

Product Update - To read about the product update, click here.