Benefit Claim

Create Benefit Claim

View Benefit Claim-Own

View Benefit Claim-Team

Approve Benefit Claim

Approve Payments

Create Benefit Claim

You can create claim against benefits applicable to you using steps below:

1. Under Reimbursement tab click on "Create Benefit Claim"

2.Below page will be displayed. It shows all the reimbursements applied by you in past.

Select the item you want to claim from the drop down, enter amount and click on Add This Expense

View Benefit Claims

You can view all the benefit claims created by you using steps below:

1. Under Reimbursement tab click on "View Benefit Claims"

2. All the benefit claims created by you will be displayed 

View All Benefit Claims

You can view all the benefit claims created by you & your team members at one place using steps below:

1. Under Reimbursement tab click on "View All Benefit Claims "

 

2. All the benefit claims created by you & your team members will be displayed 

Approve Benefit Claims

You can approve the benefit claims you are responsible for using steps below:

1. Under Reimbursement tab click on "Approve Benefit Claims "

 

2. All the benefit claims pending approval by you will get displayed with name of requester, status of request as 'Pending Approval'. Click on the item you need to take an action.

Below page will get displayed to show you all the benefit claims and actions that can be taken by you.

Approve Payments

You can pay the benefit claims you are responsible for using steps below:

1. Under Reimbursement tab click on "Approve payments"

 

2. All the benefit claims pending payment by you will get displayed with name of requester, status of request as 'Approved'. Click on the item you need to take an action.

Below page will get displayed to show you all the benefit claims and actions that can be taken by you.