Articles on: [Version 2.0 Eng] Financial Claim

[Version 2.0] How To Set Mileage Financial Claim (Mileage Claim Setup) On System Setting > Claim > Financial

Additional Notes For HR/Admin

In website version 2, HR/Admin has the option to set Mileage Claim for all types of Financial Claim

How to Set Mileage Claim on System Setting > Claim > Financial

To set the mileage claim on System Setting > Claim > Financial, HR/Admin can refer to the following steps:

Step 1: Click System Settings
Step 2: Click Claim
Step 3: Click Financial
Step 4: Click Create Policy

Step 5: In the Claim Name column, enter the desired Financial Claim name
Step 6: Turn on the Mileage Based button
Step 7: In the Amount per KM column, enter the desired amount
Step 8: In the Annual Limit column, enter the desired amount

Note: If HR/Admin want to set the Annual Limit as Unlimited, HR/Admin can mark Unlimited

Step 9: In the Limit per Application column, enter the desired amount

Note: If HR/Admin want to set the Limit per Application to Unlimited, HR/Admin can mark Unlimited

Step 10: If necessary, in the Excluded Employee column, enter the desired staff name

Note: If the staff name is entered in the Excluded Employee column, it means that the staff is not eligible to apply for that type of Financial Claim

Step 11: If necessary, in the Claim Remark column, enter the desired information
Step 12: Click Save

Updated on: 27/11/2024

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