Contents of this article are applicable to the following users
Tier: NA
Product: StaffAny
Platform: Web
Access Level: Owners
A claim type categorises various expenditures such as travel, meals, accommodation, and more, for reimbursement within organisations.
Interested in using our claims module? Drop us a message via the help chat, and we’ll connect you with a sales representative.
This guide will cover the following:
Creating a New Claim Type
To create a new claim type,
Go to Claims > Claim Types.
Select “Add Claim Type.
Fill in the name, description and set claim submission limits of the new claim type. These information will be visible to all staff.
Note: If you currently practice claim deadlines, annual claim limits or have constraints on who can submit this claim type, we highly recommend to include this information in the “Description”.
The limit applies to one claim submission for that claim type. If no limit is set, the claim type has no per-submission amount limit.
Click “Save” to create the claim type.
Claim Types as Payroll Pay Items
When a Claim Type is created, a Pay Item for that claim type will also be created on Payroll. You can check the newly created Pay Items at Payroll > Pay Item.
All Pay Items related to claim types are defaulted to the following Pay Item Settings:
Category | CPF Type | IR8A Code | Amount Type | Default Amount | Entitled to |
Net Addition | - | Not Taxable | Fixed Amount | Depends on the amount pushed into Payrun. | All salaried & hourly
|
To learn more about how Claims are reflected on Payroll, click here.
Editing a Claim Type
To edit a claim type,
Select “Edit” under the Actions column of the Claim Types table.
Make the necessary changes. Click “Save” to save the changes.
Note: When you rename a claim type, existing submissions outside of payroll will display the new name. Submissions already processed inside a payrun will retain the original name as payruns read from a snapshot.
Archiving a Claim Type
If a claim type is no longer in use, you may choose to archive it so that it will not be visible to staff.
To archive a claim type,
Select “Archive” under the Actions column of the Claim Types table.
Note: Archiving a claim type will NOT remove any claim submissions or transactions specific to that claim type. You also cannot archive a claim type that has pending claim submissions that have not been processed or claims in an unpublished pay run.
Archived Claim Types on Payroll Pay Items
When a claim type is archived, the Pay Item for the archived claim type will also be archived on Payroll. You can check it at Payroll > Pay Item > Archived tab.
Unarchiving a Claim Type
To unarchive a claim type, simply select “Unarchive” under the Archived tab found in the Claim Types page.
Note: Archiving or un-archival of claim types can only be done on Claims. These actions cannot be done on Payroll.