Summary

From the side panel, go to Claims > Claim Types

Click New Claim Type on the top right

Enter the Description of the claim type

You can choose to add a Claim Limit. There are several additional functions to this:
1. Select the limit parameters. You can set limits on each claim amount, or limits for each day/week/month/calendar/financial year
2. Set the monetary quantity of the limit
3. Apply the limit to All Employees, or Specific positions
4. Allow for co-payment. This means that the employee has to contribute to paying a portion of the claim. It can be based on a percentage or fixed amount

Choose whether you want a remark field for employees to include remarks. You can also make them mandatory

Choose whether to add categories to the claim type. These will show up for your employees in a drop-down when they apply for that claim

The system will prompt for further information:

Setting this claim type to Default means that all new employees onboarded would be entitled to this claim type. If not, you would have to manually add this entitlement to the respective employee. For more information on mass assigning a claim type, refer to this article.

Choose whether employees can set claims past limits. This means that they can indicate a claim with a value greater than the limit, but they will only be reimbursed up to the limit (e.g. A food claim of $8.00 can be indicated, but the employee will be reimbursed up to the limit of $5.00)

If claims can be set past limits, you may choose to allow higher reimbursement. This means that full reimbursement is still possible if it is approved. The above "Allow Past Limits" must be selected as a prerequisite.

Prorating is a function that only applies to claim limits in the calendar and financial year. It restricts the limits based on how many months there are left in the year when an employee was hired.

Choose whether it is compulsory for employees to upload a receipt to validate their claim

The Archive function will prevent all further employees from applying for this claim.

Benefits in Kind makes the claim reimbursement subjected to Singapore's Statutory Deductions for CPF and IRAS

Allow Multiple Attachments, allows staff and admin to attach up to 5 files (pdf, png, jpg, etc) as receipts instead of the usual 1

Exclude Probationer, will make it such that Employees under probation will not be able to apply for this claim type.

If this claim type is linked to cost centers, you may Enable cost centre option here.

Always Payout: All claims that have been submitted and approved will need to be included in a payslip to be reflected as Paid.

Always No Payout: All claims that have been submitted and approved will not be included in a payslip but an approving manager will be able to key in the Reimbursement Date. This function is usually used for claims that are paid externally.

Allow No Payout: A combination of both of the above options.

Choose whether to allow foreign currencies in the claims. For more information on foreign currencies, click here
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New claim types are not entitled to any employees, do use the mass assign feature to assign to the respective employees for them to be able to claim under this new claim type. For more information on mass assign, click here
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Head to Claims > Claim Types on the side menu

Click the View, Edit, or Delete on the row of the respective leave you wish to edit

If you choose to View, you will be brought to a page where you can view the parameters of the claim. There will also be charts breaking down the number of claims and the total claimed amount, collated on a monthly basis

If you choose to Edit, you will be brought to the claim's edit page, where you can change the claim type settings (as explained above)

If you choose to Delete, you will be prompted with a warning pop-up. Click Ok to proceed
​(Note: Only claim types which do not have any claim records can be deleted. You should only delete a claim type if it was created unintentionally!)