How to Submit a Claim Request in Workwisely | Step-by-Step

Claim Request (Reimbursement)

EMPLOYEE SELF SERVICE · CLAIMS

Claim Request (Reimbursement)

Raise expense-reimbursement claims for travel, meals, communication, or any other out-of-pocket spend — and track them all the way to payout.

Module overview
👥 WHO USES THIS
▸Employees who incur business expenses on personal funds.
▸Managers who approve team claims.
▸Finance & payroll who validate and pay out claims.
✨ WHAT YOU'LL ACHIEVE
▸Create a claim with category, amount, and receipt upload.
▸Track approval and finance review status.
▸See payout mode (payroll, direct transfer) and cycle.

A Claim Request allows employees to submit reimbursement claims for expenses incurred during official duties, as per the organisation’s policies. Employees can raise a claim by selecting the appropriate Expense Type, entering the required details, and uploading supporting documents (such as bills or receipts).

  • Navigate to My Finance → My Reimbursement → Claim Request

  • Click the +Add Claim button.

  • The Expense Type field will display available categories (e.g., Relocation-Family, and the subcategory, Miscellaneous Expenses etc).

  • Once selected, the Maximum Claim Limit (if defined) will automatically appear for reference.

  • Enter the claim details: provide the following mandatory details like : Receipt, Invoice/Bill Number, Invoice/Bill Date, Claim Amount, Comments.

  • To include more items in the same claim, click +Add New and enter details.

  • Save as Draft: If the claim is incomplete or pending receipts, it can be saved as a draft.

  • Submit for Approval: Once finalized, click the Submit for Approval button. Alternatively, use the Status button on the top-right corner to change the status to Submit for Approval.

  • After submission, the claim request automatically moves to the designated approver based on the Workflow Builder configuration.

  • The approver can review, approve, or reject the claim.





Fig: Add Claim Request

Fig: Claim Request - Submit for Approval



Fig: Submit for Approval



    • Related Articles

    • Claim Request

      EXPENSE MANAGEMENT Claim Request Let employees submit reimbursement claims with receipts, categories, and policy-aware fields right from their self-service portal. Claim request 👥 WHO USES THIS ▸Employees submitting expenses ▸HR supporting claim ...

    • Claim Request Approval

      MANAGER SELF SERVICE · APPROVALS Claim Request Approval Review team members' expense reimbursement claims — verify receipts, policy compliance, and approve or reject with clear reasoning. Approval flow ⚙ Before You Begin ▸Check the claim policy for ...

    • Claim Approval

      EXPENSE MANAGEMENT Claim Approval Review, approve, or reject employee reimbursement claims with full policy checks and audit-ready trails. Claim approval 👥 WHO USES THIS ▸Managers approving team expenses ▸Finance validating receipts ▸Payroll admins ...

    • Reimbursement Allowances

      EXPENSE MANAGEMENT Reimbursement Allowances Configure standing reimbursement allowances — fuel, telephone, meals — with caps, tax treatment, and auto-apply rules. Allowances 👥 WHO USES THIS ▸Payroll admins configuring allowances ▸HR setting benefit ...

    • Reimbursement Expenses

      EXPENSE MANAGEMENT Reimbursement Expenses Track ad-hoc reimbursement expenses against policies, approvals, and budgets with full visibility for employees and finance. Expenses 👥 WHO USES THIS ▸Employees submitting expense claims ▸Finance auditing ...