Claim

In this module, user was allowed to add a new claim and check the history of their claims. Besides, user will also get to know more about different types of claims.

Claim Type Maintenance

How to add a new claim type?

1. Click on Claim Type Maintenance.

HR > Claim > Claim Type Maintenance

Claim Type Maintenance in Claim

Claim Type Maintenance 1.0

3. Enter the general info. The user info within asterisk (*) must be filled in such as Code, Name, Description and Deductions. There are 2 types of tax form, Form EA which refers to an annual salary report provided to employees that includes their income details whereas Form CP58 is a statement of income given to agents. Click on Save once completed. 

Claim Type Maintenance 2.0

Claim
Type Maintenance 3.0

Claim Type Maintenance 4.0

New Claim/History

1.Click on New Claim/History

HR > Claim > New Claim/History

New Claim/History in Claim

2.User can check the history of their claim. Click on New.

New Claim/History

3. There are 3 parts after click on New which are Claim Info, Claim Type and Approver Level.

a. Claim Info

1. Enter the status, description, prepared by and the total amount of the claim. Make sure the date is correct. Click Save after complete entering the details.

Claim Info

b. Claim Type

1. Click on Add. 

Claim Type 1.0

2. Choose the claim type, employee and the amount. Payment Voucher and Image can be fill later. Once completed, click on Save.

Claim Type 2.0

3. User can update and delete the claim record by clicking on the Delete and Update Payment Voucher on the top.

Submission

c. Approval Level

1. The approval level and the name of the approval will display here.

Approval Level

How to view Claim?

1. User can view their claim at Payroll section.

Claim in Payroll