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Set Claim reviewer#

Any claim made by employees will have to go through levels of approval from their Manager, Manager’s Manager and Final reviewer. The approving hierarchy is set for the templates. This will enable a smooth flow of the claims through the series of approval. The level of approval will depend on the work flow that would have been defined while creating the template.

There is an also an option to upload the details of claims reviewers for bulk employees using the excel importer tool.

Steps :

1. From the home page go to Employee > Claims > Claims Reviewer.
2. Select the Template and click on Add.
3. Select the template and the employee and reviewer details and click on Save. You can notice that there are only 2 levels of approval for this particular template (based on the rules set for this template)
4. The details of the reviewer is saved and listed under the templates. You can edit the reviewer details by clicking the edit icon.

The option to import reviewer data in bulk works similar to any other importer type. Prepare the data in the prescribed format before importing and use Excel Importer tool > Claim Reviewer Details to upload the file.

Sample Claim Reviewer Data

See Also!

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