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Create Claim Batch#

Batches are created every month for the submission of claims. Employee are entitled to submit their claims in the given batch / period. This process will ensure smooth payouts of the claim amounts. The batch will be locked after end date to avoid confusion on the claim period.

Steps :

1. From the home page go to Employee > Claims> Claims Batch.
2. Select the year and click on Create Batch button.
3. Give details of from and to date and batch name. Ideally the batch name will be the month for which a batch is created. Remember that, the from date should be higher than the current date on which you create the batch.
4. Click on Save button to create.
5. The batch is now ready for the employees to submit their claims. Any given batch can be edited for change in dates. Select the required batch and click on Edit Batch button. Make necessary changes and click on save.

See Also#

1. Where do I create a Claim Category?
2. How do I add Claim items?
3. How do I configure Claim Template?
4. How will I restrict the claim templates to certain set of Employees?
5. How do I set reviewer for Claims?
6. For international travel claims, how to calculate forex?
7. How to assign Employees for Home Currency?
8. How does a Manager accept / reject the claim?
9. How will I submit my claim?
10. How do I edit my claim?
11. I need to withdraw one of my earlier claims. How do I do that?
12. How will I know the status of my claims?
13. Back to Claims Module