This guide will assist you in cancelling an e-claim application as a payroll user regardless of whether the leave has been approved or rejected. Note: Only payroll users can cancel claim applications that has been approved, if the claim has been processed then you are not able to cancel it. Once user is in the company, click on Human Resource > Claim Transaction under Claim Management. Once you’re in the claim transaction, you may apply filters to search such as Name, Claim Type and Year. Click Search to search for the entire company’s claim transaction if there’s no filter applied. Once the result has loaded out, identify the approved claim that you would like to cancel and click on the X icon to cancel the approved claim application. The user would then be required to key in the reason for the cancellation of the approved claim. Once done, click on Yes to cancel the approved claim. END OF GUIDE

This guide will assist you in checking the claim approval status as a payroll user. Once user is in the company, click on Human Resource > Claim Transaction under Claim Management. Once you’re in the claim transaction, you may apply filters to search such as Name, Claim Type and Year. Click Search to search for the entire company’s claim transaction if there’s no filter applied. Right click anywhere on the screen and click on Column Chooser. In the column chooser, search for Action Remark and tick the checkbox. The action remark / status will then appear alongside with the claim transaction for user to track the status. END OF GUIDE

This guide will assist you in setting up the claim entitlement for an entitlement group. To setup the claim entitlement, click on Tools > Entitlement Group under User Settings. Identify the entitlement group that you would like to set the claim limit / entitlement for and edit by clicking the pencil icon. Once in the entitlement group, click on Claim Type and Add Detail to add a new type of claim to the entitlement group. Select the type of claim that you would like to add and key in the necessary details for the claim such as the Yearly Limit, Monthly Limit, Per Visit Limit and BF Amount. Once done, click on the diskette icon to save. Once done, click on the Save button at the top right corner to save the changes made. END OF GUIDE

This guide will assist you in setting up the default claim payroll type. The default claim payroll type function is to help system determine where you would like the e-claim submissions submitted by employee to appear in. There are three options of you to choose from :  i) Month End / Second Half  - Processed together with your salary / second half of the month ii) First Half -Processed together with your first half of your salary / second half of the month iii) Claim - Process separately with salary and in an individual payroll process. To set the Default Claim Payroll Type, click on Tools > Company Profile under Company. Once you’re in the company profile, in the first tab, you should see Default Claim’s Payroll Type. Click on it and select your preference.   5. There will primarily be 3 options: First Half – For claim to appear in the First Half payroll type. Month End / Second Half – For claim to appear in the Month End / Second Half payroll type which is together with the full month salary. Claim – For claim to appear separately from First Half and Month End / Second Half. Recommended if preferred to process claims separately from basic salary. Once done, click on Save at the top right corner to save the changes made. END OF GUIDE

This guide will assist you in enabling limitations on the leave type you desire. Note: You are required to enable limitation on certain leave type before proceeding to setting up the entitlement. To enable the limitations on a leave type, click on Tools > Claim Type under General Maintenance. Identify the claim type that you would like to turn on the limit for the claim and edit by clicking onto the pencil icon to edit. Tick the Is Limited to defined amounts? checkbox. Once done, click on Save at the top right corner to save the changes made.     END OF GUIDE