Users can adjust the payroll type for a claim without affecting the system’s default settings by using the Ad-hoc Payroll Items function. Steps to Change Claim Payroll Type: Go to Payroll > Ad-hoc Payroll Items. Define the Period of the Adhoc Item. Locate the employee and click the > icon to expand the details. Under Claim, click + Add. Enter the Amount of the claim and click the Payroll Type field and update the required payroll type.  Click the tick icon to save. The claim transaction will be updated and reflected under the selected payroll type during payroll processing. ℹ️ Note: (0/1) – Claim has not been processed, payroll type can still be changed. (1/1) – Claim has been processed, payroll type cannot be changed.

Users are required to enable the e-Claim module to allow employees to use e-Claim features in the system. Steps to Enable the e-Claim Module: Go to Payroll > Employee Maintenance. Locate the employee and click the pencil icon. Ensure E-Claim is enabled. Click Save changes.

Users may set up a formula directly in the Claim Type setup. Steps to Set Up Formula for a Claim Type: Go to Tools > Classification. Go to Claim Type. Locate the Claim Type and click the pencil icon. At the Fields with Number selected as the Field Type, click Formula. Enter the required formula (e.g., VALUE * 0.5). Click Close. Click Save to apply the changes.

Claim Approval History and Claim Transaction are identical. The differences includes: Claim Approval History Used to view claim applications that require your approval or rejection. Displays claims submitted by employees under your approval authority. Claims can be filtered and reviewed based on their application status (e.g., Pending, Approved, Rejected). Claim Transaction Used to view claim records across the company, subject to your access rights. Allows you to review all claims that you are authorized to view, not limited to claims awaiting your approval. Claims can be filtered and reviewed based on Claim Type.

Users can manually adjust an employee’s Claim BF (Bring Forward) amount in Claim Balance. Steps to Edit Claim Carry Forward Amount Manually: Go to Human Resource > Claim Management. Navigate to Claim Balance. Select the Employee and Year, then click Search. ℹ️ Note: Leave the Employee field blank to view all employees’ claim balances. Locate the Claim Type and click the pencil icon. Enter the BF Amount and click the diskette icon to save. The updated carry forward (BF) amount will be reflected in the Balance column. Written by: Wai Kit (20251008) Reviewed by: Azirah (20251023)