Contents of this article are applicable to the following users
Tier: NA
Product: StaffAny
Platform: Web
Access Level: Owners
Claims approval routing involves setting up an approval flow by assigning up to two levels of approvers. These approvers are responsible for reviewing and either accepting or declining claims submissions.
Setting up approval routing
To set up the approval routing,
Go to Claims > Approval & Routing.
Here you will see the approval routing table that associates each staff to 1 or 2 approvers. By default, the approval routing follows the “Default newly added staff to:” setting at the bottom of the page.
IMPORTANT NOTE:
“Section Managers” or “Section Owners” refers to the managers or owners that are tagged in the location/outlet that the claim submission is tied to, regardless of staff's home section.
For example, If the staff selects “Outlet A” under “Location/Outlet of Claim” when they are submitting the claim, then the approvers will be either the section managers or section owners of Outlet A.
To make changes to the approvers for each staff, simply click “Select staff and edit approvers"
Check the boxes of staff that you want to make changes to.
Select “Edit Approvers” to proceed to editing.
Make changes to the first and second approvers of the selected staff. You may also choose an individual (e.g. the head of HR / Finance) to be an approver. Click “Save” once you are done editing.
For organisations that only have 1 level of approval, simply select “None” for 2nd Approver.
Your changes will be updated. To exit from editing approvers, simply click “Cancel”.