How can admin create single claim on behalf of an employee?

Created by Product Content Team, Modified on Tue, 12 Mar at 4:13 PM by Product Content Team

Expense claims are the requests an employee raises to reimburse the expenses he/she spent on an official trip.

To create a single claim on behalf of an employee, the admin must perform the following actions:

From the greytHR Admin login, navigate to Expense Claims > Claims List. The Claims List page opens.
From the Search Employee search box, enter the name or number of an employee for whom you want to create a single claim. The Single Claims card appears.
Click New Claim. The Local Conveyance option is selected by default.
Note: Click the Local Conveyance option. A list of options that you can claim for appears.
Click Create to create a single claim. The Local Conveyance form appears.
From the Please select a claim item dropdown list, select the required item.
Click Add Entry. The Available Entitlement details appear for the selected item.
In the Receipt No text box, enter the relevant receipt number.
From the Claim Date dropdown calendar, select the relevant date.
In the Kms text box, enter the kilometers traveled, if applicable.
In the Claim Amount text box, enter the amount, if applicable.
In the Attachment, click Upload File. A dialog box appears.
Browse to the folder, select the file and click Open.
Note: You can only upload files in the PDF, XLS, XLSX, DOC, DOCX, TXT, PPT, PPTX, GIF, JPG, PNG, and ZIP formats.
In the Remarks text box, enter the remarks, if any.
Click Save to save the single claim.
In the General Remarks text box, enter the remarks, if any.
Click Send for Approval to send the claim for approval.

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.