This guide is broken down into 2 parts:

  • Appointing Approvers & Recommenders

  • Assinging Approvers & Recommenders to Respective Employee(s)


Appointing Approvers & Recommenders

1. Go to Staff Information

2. Locate the employee you'd like to assign as a claim approver/recommender, select Basic Info and click GO.

3. Head over to the Employee Basic Info section and click EDIT

4. Under the Additional Access Permission, go ahead and enable the following permissions according to requirements.

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Assigning Approvers & Recommenders to Respective Employee(s)

1. Go to Staff Information

2. Locate the employee you'd like to assign claim types to, select Claim Info and click GO

3. Under the Claim Settings, click EDIT

4. In the pop-up window, tick the related approver and recommender before saving.

[Next Guide]: Syncing Claim(s) to Payroll

Additional Resources:

1. How to submit claim applications
Desktop | iOS | Android

2. How to approve claim applications
Desktop | iOS | Android

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