[Version 2.0] How To Apply Financial Claim On The Website

1. Additional Notes For HR/Admin
   

• In the Version 2 website, HR/Admin can make a Financial Claim application for staff. Make a Financial Claim application as usual. Then in the Requestor column, enter the desired staff name
  
  
  
• If the following display comes out, it means that the balance or Entitlement Financial Claim for the requested Financial Claim is insufficient or RM0.00
  
  
  
  HR/Admin can review & change the following sections:
  
  i. Claim Policy (Employee Details) of the staff. HR/Admin can refer to the following tutorial link:
  
  https://mysyarikat.crisp.help/en/article/version-20-how-to-check-the-balance-amount-annual-limit-of-all-types-of-financial-claims-for-staff-in-claim-policy-1uezq7u/?bust=1706994701056

https://mysyarikat.crisp.help/en/article/version-20-how-to-update-updateedit-balance-amount-annual-limit-of-all-types-of-financial-claims-for-staff-on-claim-policy-1l0eu52/?bust=1706995915205

i. System Setting > Claim > Financial > type of claim. HR/Admin can refer to the following tutorial link:

https://mysyarikat.crisp.help/en/article/version-20-how-to-setup-financial-claim-financial-claim-setup-on-system-setting-claim-financial-yqkzmd/?bust=1706995801518

2. How To Apply Financial Claim On The Website
   

• To apply for a Financial Claim on the MySyarikat website, HR/Admin/Staff can refer to the following steps:
  
  Step 1: Click Apply
  Step 2: Click Claim
  Step 3: Click Financial Claim
  
  
  
  Step 4: In the Requestor column, enter the desired staff name
  Step 5: In the Claim Date column, enter the desired date
  Step 6: In the Particulars column, enter the desired information (if there is none, you can enter the symbol - or 0)
  Step 7: In the Claim Type column, enter the desired type of Financial Claim
  Step 8: In the Claim Amount column, enter the desired Financial Claim amount
  Step 9: In the Remark column, enter the desired information (if there is none, you can enter the symbol - or 0)
  Step 10: In the Supporting document column, enter the desired file (if necessary)
  Step 11: Click Apply Now
  
  

3. How to Apply for a Financial Claim in the MySyarikat App
   

• To apply for a Financial Claim in the MySyarikat app, HR/Admin can refer to the following tutorial link:

https://mysyarikat.crisp.help/en/article/version-20-apply-financial-claim-in-the-mysyarikat-app-qmdpel/?bust=1706996018928

Updated on: 03/02/2024