The workflow for claim requests is the same as travel requests. When an employee raises a claim request, it needs to go through the approval of Supervisor/HOD and Admin. However, the cancel option is not present for Claims at any stage.
The table below describes the initial status, possible actions by the user role and respective resulting status in sequential order.
Refer the following article to learn how to assign a claim and request for a claim.
|
User |
Request Status |
Possible Actions |
Resulting status |
|
ESS |
Draft |
Save, Delete, Submit |
Draft, Deleted, Pending Supervisor Approval |
|
Supervisor/HOD |
Draft |
Save, Delete, Submit |
Draft, Deleted, Pending Final Approval |
|
Admin |
Draft |
Save, Delete, Submit |
Draft, Deleted, Approved |
|
Supervisor/HOD |
Pending Supervisor Approval |
Save, Reject, Approve |
Pending Supervisor Approval, Rejected, Pending Final Approval |
|
Admin |
Pending Supervisor Approval |
Save, Reject, Approve |
Pending Supervisor Approval, Rejected, Approved |
|
ESS |
Rejected |
Save, Submit |
Draft, Pending Supervisor Approval |
|
Admin |
Pending Final Approval |
Save, Reject, Approve |
Pending Final Approval, Rejected, Approved |