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.