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Assigning Claim Types

How to view current employee claim entitlements and mass assign claims to existing employees

Nigel Lim avatar
Written by Nigel Lim
Updated over 5 months ago

Summary

Claim Type Entitlement is the allocation of claim types that a person can  
claim under.


How to add/remove claim types for which a person can submit a claim.

  • From the sidebar, click on Employees > All Employees > View an employee's profile > Entitlements tab.

  • Under this Entitlements tab, you can remove or add more claim types using the respective buttons.


How to mass assign claim type:

  • Go to Claims > Claim Types > View the claim type you want to mass assign > Scroll down > Click on the "Assign to mass" button.

  • You can mass assign by the whole company, organization, department, position, or individual employee.



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