Claim Setting

Setup of claim category can be done at Claim Management >Claim Setting at PeopleX Web Portal.

By default, several commonly used claim categories will be generated automatically and will be listed here. Click view for the details or edit to amend accordingly if required. You may also deactivate or delete it if necessary. If the claim categories generated matches your requirement, you may skip the following steps.

You can click Export to generate all claim categories in Excel report.

Creation of Claim Category

If you need to add a new claim category, click Add Claim to add new claim category. Input the all the compulsory items accordingly. 

• Code : Do not leave a space for the Claim Code.
• Name : Enter the Claim Name 
• Remarks :  Enter a remarks for reference

Continue to update claim policy to meet your company requirements. Click Save once done.

Define Target Rule

Next, move on to Target Rule to indicate the target if you only allow certain group of employee to be able to select this claim category for their claim submission.

• • If there's no rule being set, the setting will be applied to all.
  • 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 Preview button to check the rules.

Note: You may skip this part if the claim category is applicable to all employees.

Set Limit

Finally, you can go to Limit and set the transaction, monthly, quarterly, half yearly or yearly limit by claim category. You may enable the proration by join date as well if required.

Learn more about PeopleX Claim!