As an Admin/Supervisor/HOD user, you can assign claims for your employees based on their requirements. If a situation where while your teammate is traveling for another country for a project and he/she needs to apply for a claim by that time, It is possible for as an Admin/Supervisor/HOD to assign claims behalf of them.
The Admin can assign claims for their employees based on;
- Approved Travel Requests
To assign claims for your employees, Select, Expenses > Claims > Employee Claims
Step 1 - Click the ‘Add’ button on the screen to assign expense claims for employees.
Step 2 – Select the employee and the Local Currency.
Step 3 – Select the Basis of Claim. If the basis of the claim is selected as 'Approved Travel Request' or 'Project', then select the Travel Request ID or Project name respectively from the drop-down list. In the summary section, it displays the summarization of the expenses paid by the employee.
Step 4 - If there any attachments to be added to the particular claim, under "Attachment" section, by clicking the "Add" icon user can add attachments. Click "Upload"
Step 5 – If the basis is selected as Approved Travel Requests, it will show the requested expenses and allow to submit actual expenses against them. (See below Figure)
Step 6 – Click Add button in the Expense Details section to add Actual Expenses. Add Expenses Screen will appear. Below listed are the multiple templates of expenses with their respective information fields.
Step 7 – Select the Expense Type. The form generated will be different for each Expense type you are selecting.
Step 8 – Fill the form based on the required fields and click Save. The Add Claim Screen will be updated with the information. (See below Figure)
Step 9 – Once all the expenses are added, click Assign. The created claim request will be assigned to that employee and it will be shown under his/her 'My Claims' section.
Watch Video - Add Claim and the approval process