Before you start using the Mileage Claim module in PeopleX, it's essential to set up the mileage rate to automate the mileage claims calculations accurately.
Setting Up the Mileage Rate in PeopleX
Navigate to Claim Management > Mileage Group from the PeopleX Web Portal.
- Look for the option to Add Mileage Group and click on it to create a new group.
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Provide a descriptive name for the Mileage Group, specify the Effective Date, and add remarks for reference accordingly (Optional).
- Complete the Policy setup and claim category mapping.
- Next, navigate to the Rate section. You will find the option to set up the mileage rate for Car and Motor categories. You can choose between a Fixed Rate or a Multi-Tier rate structure, depending on your company's policies.
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Fixed Rate
- Simply Enter the rate per kilometer.
- Simply Enter the rate per kilometer.
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Multi-Tier
- Click on the Add button to create a new tier.
- Enter the tier range and the nested tier within the range and set up the corresponding rate for each tier. Click Ok once complete.
- Click on the Add button to create a new tier.
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Fixed Rate
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- The tier range and its corresponding rate will be displayed. If you need to create another tier, click Add button and repeat the above steps. You may click on Copy To button to duplicate the same mileage rate structure for the Motor category.
- Review all the configured mileage rates and click on the Save button to save the rate settings
- The tier range and its corresponding rate will be displayed. If you need to create another tier, click Add button and repeat the above steps. You may click on Copy To button to duplicate the same mileage rate structure for the Motor category.
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- Finally, move on to Target Rule to indicate the target if this mileage rate is only applicable to a certain group of employees. If there's no rule being set, the setting will be applied to all.
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- Click Add Criteria if you need to set the rules.
- Select the Criteria Key from the drop-down menu. All available selections based on criteria selected will be displayed. Select the relevant Value and click OK. By default the condition is set to In where you can change if not relevant.
- If you need more than one criteria, click Add Criteria and repeat the above step.
- Click the Preview button to check the rules.
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Note: You may skip this part if the claim category is applicable to all employees.
Simplified Mileage Submission
With your Mileage Rate all set, the next step is to seamlessly submit mileage claim via PeopleX mobile app or PeopleX Web Portal, whichever whichever suits your preference.
Click here to unlock the Know-How!
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