How can admin claim reimbursement on behalf of an employee?

Claiming reimbursement on behalf of an employee refers to the process in which an individual or entity submits a request for reimbursement of expenses incurred by an employee on behalf of the employee themselves.

To claim reimbursement on behalf of an employee, the admin must perform the following actions:

1. From the greytHR Admin portal, navigate to Payroll > Payroll Inputs > Reimbursement. 

2. From the select an employee search box, enter the employee number or name for whom you want to add the information. 

3. From the reimbursement categories list, select the required reimbursement category.
   The page displays all the claims made by employees under the selected category.

4. Under the Claim tab, click the Add button to add a new claim. A new row appears in the table.

5. In the new row, double-click the Month & Year cell to select the month and year from the dropdown list.

6. Double-click the Reimb Type cell and select the required reimbursement type from the dropdown list.

7. Double-click the Amount cell to enter the claim amount.

8. Double-click the Reimb Status to select the current status of the reimbursement.

9. Double-click the Remarks cell and enter the remarks, if any.

10. Click Save to save the changes. The new claim row appears on the Reimbursement page.

Looking for More Support?

Find answers and insights across our resources. Refer to our detailed Knowledge Base for in-depth articles, explore our practical Video Guides, and stay informed with our Latest Product Updates.

Want to explore more features on greytHR? Talk to Us!