Can admin apply for reimbursement claims on behalf of an employee if the current month payroll window is locked?

Yes, the admin can submit a reimbursement claim on behalf of an employee after the current month's payroll window is locked. Employees cannot perform any action on reimbursement after the payroll window is locked.

To apply for the reimbursement claim, the admin must perform the following actions:

1. From the greytHR Admin login, navigate to Payroll > Payroll Inputs > Reimbursement. The Reimbursement page opens.
2. From the select an employee search box, search for the employee on behalf of whom the admin wants to apply for reimbursement.
3. Select the reimbursement category from the list available on the page.
4. Under the Claim tab, click the Add button. A new row appears in the table.
5. Double-click the cell available under Month & Year column, and from the dropdown list, select the required month.
6. Double-click the cell available under the Reimb Type column, and from the dropdown list, select the required reimbursement type.
7. Double-click the cell available under the Amount column, and enter the reimbursement amount.
8. Double-click the cell available under the Reimb Status column, and select the status of reimbursement.
9. Double-click the cell available under the Remarks column, and enter the valid remark.
10. Click Save to apply for the reimbursement claim on behalf of an employee.

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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.