Summary
There are 4 main settings that you as an administrator can control for claims settings:
Set whether the claims module is available on your employees' portal
Click the checkbox to control whether the claims module appears on employees' portals. If the checkbox is not checked, employees will not be able to apply for their own claims, and it will have to be done via the admin account
Enable managers to create claims for their subordinates under approval groups
Check to enable managers to create their subordinate claims if you want designated employees to create claims for other employees. This will be based on the approval groups you have created
Set the cut-off date by which claims must be approved in order to be computed in the monthly payroll
You can set the latest date by which claims must be approved, in order for them to be included and computed in the payroll of the month. It can be set from the 1st to the 31st of the month
Set the maximum earlier receipt date that employees can choose to claim. This setting will prevent employees from creating a far backdate that affects the accounting data.
You can choose the month period in which the employees are able to apply for a backdated claim
Lastly, Click Submit to save all changes
Feel free to contact us if you face any difficulties through the support chat icon on the bottom right of the screen or email support@payboy.biz. We will get back to you within 3 working days.