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 a week 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.



If you come across any issues, you can contact us through the support chat icon on the bottom right of the screen, or email us at support@payboy.biz. We will get back to you within 3 working days. 

Did this answer your question?