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Shortlist Employees#

You can restrict the usage of Claim template to certain set of employees, by short listing them under the template.

Steps:

1. Under the Shortlist tab in the template, select the criteria under which you will select the employees and Save the details.
2. This template will now be accessible to only those employees who fall under the given parameters.

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 do I create and Edit a Batch?
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