Users with the appropriate access rights can approve or reject employee claim applications through the Claim Transaction page. This is useful when processing claims on behalf of the designated claim approver or when administrative intervention is required.  Steps to Approve a Claim Application: Go to Human Resources > Claim Management. Go to Claim Transaction. Filter by Employee, Claim Type and Year, then click Search. Locate the claim application and click the tick icon. Enter a Remark and click Approve. The claim application will be successfully approved. Steps to Reject a Claim Application: At the Claim Management page, go to Claim Transaction. Locate the claim application and click the cross icon. Enter a Remark and click Reject. The claim application will be successfully rejected.

Users can cancel an approved claim application through the Claim Transaction page. Once cancelled, the claim status will be updated to Rejected, and the claim will no longer be included in claim processing or payroll reimbursement.  Steps to Cancel E-Claim: Go to Human Resource > Claim Management. Go to Claim Transaction. Filter by Employee, Claim Type and Year, then click Search. Locate the approved claim application and click the cross icon. Enter the Remark and click Reject. The status of the cancelled claim application will be updated to rejected.

The Claim Transaction page allows users to review the status of claim applications, including approval outcomes and action remarks entered by approvers. This helps users verify the claim approval history and ensure claims have been processed correctly.  Steps to View Claim Approval Status: Go to Human Resource > Claim Management. Go to Claim Transaction. Filter by Employee, Claim Type and Year, then click Search. Click the column chooser icon next to the search bar. Enable Action Remark. The Action Remark column will be displayed in the claim list.

A Claim Entitlement Group allows employers to assign claim types and claim limits to employees based on company policy and eligibility criteria. This ensures employees can only submit claims that they are entitled to and within the defined limits.  Steps to Create a New Claim Entitlement: Go to Tools > Entitlement Group.  Click Add New. Enter the Title of the entitlement group and ensure the Is Active option is enabled. Go to the Claim Type tab. Click Add Detail. Enter the details: Claim Type – Select the claim type (e.g., Medical Claim). Yearly Limit – Enter the maximum claim amount per year. Monthly Limit – Enter the maximum claim amount per month. Per Visit Limit – Enter the maximum claim amount per submission. BF Amount – Enter the carry forward claim balance (if applicable) Scroll down to Users in this Entitlement Group field. Tick the users entitled to the group. Click Save. The entitlement group is created. ℹ️ Note: Refer to Leave Entitlement for leave-related entitlements and Create Entitlement Group via Copy From if you wish to duplicate an existing entitlement group instead of creating a new one from scratch. 

Before configuring claim entitlements, you must first enable Limited for the relevant claim type. This allows the system to enforce entitlement limits such as yearly, monthly, per-visit, and carry-forward claim limits defined in the entitlement group. Steps to Limit Claim: Go to Tools > Classifications. Go to Claim Type. Locate the Claim Type and click the pencil icon. Enable the Limited option.  Click Save.

Claim Closing is a year-end process used to carry forward eligible claim balances from the current year to the next year. It ensures that unused claim entitlements are transferred according to the carry-forward rules defined in the employees' entitlement groups. Before performing Claim Closing, all pending claim applications must be processed to ensure accurate claim balances. Steps to Maintain Claim Closing: Go to Tools > Year-End Management. Go to Claim Closing. Click + Add New. Enter the Year and Description. Review the list of pending claim requests. All pending claim applications must be approved or rejected before Claim Closing can proceed.  Click Next. Review the claim cut-off information: Yearly Limit – Total claim entitlement allocated to employees for the year. Max BF – Maximum claim balance that can be carried forward to the following year. Approved Amount – Total claim amount approved for employees during the current year. Click Confirm & Save. Click Yes to review the information again, or No to proceed. Click Yes to confirm and complete the process. The claim closing will be created.

Users can set a default claim payroll type to define how employee e-claim submissions will be processed in payroll. This setting determines which payroll run the claims will be included in. The options includes: Month End – Claims are processed together with salary or second half payroll. First Half – Claims are processed with the first half payroll. Claim – Claims are processed separately in an individual payroll run, independent of salary payroll. Steps to Set Default Claim Payroll Type: Go to Tools > Company Profile. Go to Basic Information.  Select First Half, Month End or Claim at Claim Payroll Type field. Click Save changes.

This section allows employers to define the categories of claim employees can apply for based on company policies and entitlement rules. The system provides default claim types, including Medical Claim, Mileage Claim, Parking Claim and Toll Claim, which can be customised as needed. Steps to Create a New Claim Type: Go to Tools > Classification. Go to the Claim Type tab. Click Add New. Enter the following details: Code – Enter a code for the claim type. Description – Enter the remark of the claim type. Is Active – Ensure the box is ticked to use the claim type. Limited – Check the box if the claim amount is limited. Attachment Required – Check the box to require an attachment upon submission. An error message will appear upon submission if employees submit the claim without an attachment. Click Add Field to create custom fields for the claim type. Title – Enter the title of the field.  Field Type – Select the type of data to be captured:  Date – Date format (dd/mm/yyyy). Number – Numeric values only. String – Text input (letters, numbers, or both). Boolean – True/False selection. Required – Tick this option if the field must be completed during submission. Default Value – Set a pre-filled value for the field (if applicable). Amount (Formula) – Used to calculate values automatically during submission. Only applicable for Number field type.  Click Formula. Enter the formula at the column. Click Close. 6. Click Save. ℹ️ Tip: Use the pencil icon to edit. Use the trash bin icon to delete.

The Claim Approval History feature allows users to review the approval history of claim applications. This helps administrators and HR personnel track approval actions, review approver decisions, and maintain an audit trail of claim requests. Steps to View Approval History: Go to Human Resources > Claim Approval History. Define the filters if required: Employee Status Year ℹ️ Note: Leave the filters blank to view approval history for all employees and claim types. Click Search to load the records. Locate the claim request you wish to review. The claim approval history will be displayed accordingly.