How can employee claim reimbursement?

The reimbursement claim is a request made by an employee to be reimbursed for expenses incurred on behalf of the organization.

To claim a reimbursement, 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. An employee can choose the following options:   
   1. Add individual bills
      To add bills individually, perform the following actions:
      1. On the Add New Claim page, click Add Bills Manually. The Document Preview window appears.
      2. Click Upload to upload a bill. You can upload the bill in JPEG, PNG, and PDF format. The maximum size for each file is 5 MB. 
      3. After a file is uploaded, you can view a preview of the bill. You can also view the name and size of the file under Bills Detail.
      4. Fill the following details under Bills Detail such as Select Component, Bill Number, Bill Date, Bill Amount, and Remarks.
      5. Click Save and Add Bill to add details of the next bill. After you click Save, the Claim Summary page opens.
   2. Add bulk bills
      To add bills in bulk, perform the following actions:
      1. On the Add New Claim page, click Add Bulk Bills. The dialog box appears. 

      2. Select the required bills that you want to upload and click Open. The Claim Summary page opens.
         Note: 

         1. You can upload a maximum of 10 bills in JPEG, PNG, and PDF format. The maximum size for each file is 5 MB.

         2. Please note that while uploading bills in bulk, the bills will be saved and reflected under My Claims tab only after you have edited and saved the bills. If you have navigated to some other page before saving the bills, you must re-upload them.

         3. You can delete all the bills you have just uploaded by clicking Delete Claim. 

      3. Click Submit for approval to submit the claims for review. 

      4. Click the Edit icon available near the name of the bill to edit individual bills. 

      5. Fill in the details and click Save. You can also delete individual bills instead of all.

      6. Click Edit all bills to add details of all the uploaded bills. The Document Preview window appears.

      7. From the Select Reimbursement Component dropdown list, select the relevant claim component.
         Note: After selecting the relevant component, you can view the details related to the selected category such as Claim Approved, Claim Paid, Claim Pending, Excess Claim, Entitlement, and Balance amount. This is a mandatory field.

      8. In the Bill Number textbox, enter the bill number as displayed in the uploaded bill.

      9. From the Bill Date dropdown calendar, select the relevant Bill Date. 

      10. In the Bill Amount textbox, enter the amount of the bill.

      11. In the Remarks textbox, enter any remarks if required.

      12. Click Save and Next to add details of the next bill.
          Note: You can click Save to save the current bill. You can also click Delete Bill to delete the current bill.

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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.