Reimbursement refers to the process of compensating individuals or employees for expenses incurred on behalf of the organization. A reimbursement claim eligibility criteria depends on the type of claim and the specific terms and conditions set by the organization.
To increase the claim eligibility amount, the admin must perform the following actions:
- From the greytHR Admin login, navigate to Payroll > Payroll Inputs > Reimbursement. The Reimbursement page opens.
- From the select an employee search box, enter the employee number or name for whom you want to add the information.
- From the reimbursement categories list, select the required reimbursement category.
- Under the Entitlement tab, click the Add button. A new row appears in the table.
- In the new row, double-click the Trans Type cell and select the required transaction type from the dropdown list.
- Double-click the Amount cell and enter the amount.
- Double-click the Remarks cell and enter the remarks, if any.
- Click Save to increase the claim eligibility amount. The new entitlement row appears on the Reimbursement page.
Note:
- Click the Delete icon on the entitlement row to delete a transaction.
- Admin can also follow the same procedure to re-examine/reevaluate the approved reimbursement claims of employees.
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.