This guide will assist you in changing the payroll type for the claim without having the need to change the default claim payroll type. To change he payroll type for claim without having the need to change the default claim payroll type, click on Payroll > Adhoc Payroll Items under Payroll Management. Identify the staff that you would like to change the payroll type for the claim transaction and click on their profile and go to the Claim tab. The Claim tab should be showing (0/1), meaning it has not been processed. After that, click on the pencil icon to edit. If it shows (1/1), this means that it has been processed and the payroll type cannot be changed. Change the Payroll Type by simply clicking on it and choosing a different one, for example, from Claim to Month End / Second Half. Once done, click on Save. The claim transaction will now reflect and be processed in the amended payroll type. END OF GUIDE

This guide will assist you in enabling the claim module Note: You need to enable to the e-Claim module in order for your employees to utilise the e-Claim features. Click on Payroll > Employee Maintenance under Employee. Identify the staff that you would like to enable the e-Claim module and edit by selecting the pencil icon. Ensure the Has E-Claim checkbox is ticked. Click on Save at the top right corner to save the changes made. END OF GUIDE

This guide will assist you in setting up a formula for a claim type. Note: There are numerous ways to set a claim formula, this is just an example that is commonly used  Once user is in the company, click on Tools > Claim Type under General Maintenance. Identify the claim type that you would like to set formula for and edit by clicking onto the Pencil icon. System will calculate the final amount based on the value you key into any of the column, in this scenario, mileage claim will be used as an example. Click on the pencil icon to edit the item. Click on Formula. Click on the tabs such as Functions / Claim Type / Conditions and drag and drop the icon into the blank space provided.  Example: VALUE * 0.5  Result: [Amount key in by user] * 0.5 = Final claim amount. Once done, click on Save to save the changes made. Click on the diskette icon to save and the Save button at the top right corner to save the changes made in the claim details. END OF GUIDE  

This guide will explain what are the differences between Claim Approval History and Claim Transaction.  The functionality of Claim Approval History and Leave Transaction is very identical. The only main differences between these two is that Claim Approval History is strictly for previewing staff's claim whom you are in charge of approving / rejecting whereas for Claim Transaction is for you to preview the entire company / whomever leave you are eligible to view. Furthermore, you can also preview based on Claim Type for Claim Transaction and preview based on status for Claim Application Status for Claim Approval History. END OF GUIDE

This guide will assist you in manually editing an employee's Claim Bring Forward (BF) amount. To edit the BF amount: 1. Go to Human Resource > Claim Management > Claim Balance. 2. Select an employee and click on Search to view the specific employee's claim balance.  If you would like to preview all employee's claim balances, leave the Employee field blank and click Search. 3. Identify the claim type that you would like to adjust for the bring forward, then click the pencil icon to edit. 4. Enter the desired Bring Forward amount, then click the diskette icon to save the changes. 5. The updated bring forward amount will now be reflected in the employee's claim balance, allowing them to utilize the additional amount. By WaiKit 251008, Azirah 251023