How to apply a new Claim Request

How to apply a new Claim Request



Users can add a new Claim Request by following the given steps:


Step 01: Go to the “Claim” module, then select “Request”.




Step 02: Select the “Employee”, “Month”, and “Year” from the drop-down list and click the “ADD NEW CLAIM” button.






Step 03: The system will prompt to the given page. Select the “Claim Type” from the drop-down list and fill in all the fields. Select the claim checkbox finally click the “APPLY” button. 





Step 04: A successful alert appears and an email will be sent to the respective supervisor for approval if the “Claim Supervisor” option is enabled in the system.HR, Super Admin, or any other user group with appropriate rights can also apply claims on behalf of the employee.





Product Version: SMEPayrollTM Version 11

    • Related Articles

    • How to apply a new Leave Request?

      Users can add a new leave request by following the given steps: Step 01: Go to the “Leave” module, then select the “Request” from the drop-down list. Step 02: The system will prompt to the given page. Fill in all the fields as mentioned below:   ...

    • How to apply unpaid/no pay leave?

      Kindly follow the steps shown in the video. In "Leave" module, during the leave request select the unpaid/no-pay Leave option from the "Apply Leave Type", fill other details and submit it. Note: If the Unpaid/No pay leave option is not in the ...

    • How to Approve or Reject a claim

      To approve or reject the claims follow the given steps: Step 01: Go to the “Claim” module and select the “Approval” from the drop-down list. Step 02: The system will prompt to the given page with the list of applied claims. Select the checkbox ...

    • How to delete the applied and approved Claim Request

      Supervisors (HR / Super Admin) with appropriate rights can able to remove the applied and approved claim by following the given steps:  Step 01: Go to the “Claim” module and select "Claim Status" from the drop-down list. Step 02: From here select the ...

    • How to add a New Addition Type

      Users can able to add a new Addition Type by following the given steps: Step 01: Go to the “Admin” module and select the “Manage Setting” from the drop-down list. Step 02: Go to the “Payroll” tab and Click “Additions”. Note: There are 3 different ...