How can admin add new claim on behalf of employee?

Reimbursement allows employees to be reimbursed for work-related expenses, such as travel, training, and equipment purchases.

The greytHR's Reimbursement page helps the admin view the reimbursement claims and also apply claims on behalf of an employee.

To add a new claim on behalf of an employee, 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, 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 new claim on behalf of an employee. The new claim row appears on the Reimbursement page.
    Note: Click the Delete icon on the claim row to delete a claim.

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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.