Articles on: [Version 2.0 Eng] Financial Claim

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

  1. How To Setup The Type Of Financial Claim On System Setting > Claim > Financial


  • To setup the desired type of Financial 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: If necessary, 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 you 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 you 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




  1. How To Update The Financial Claim Type In System Setting > Claim > Financial


  • To update the required type of Financial Claim at System Setting > Claim > Financial, HR/Admin can refer to the following tutorial link:


https://mysyarikat.crisp.help/en/article/version-20-how-to-editupdate-financial-claim-on-system-setting-claim-financial-14hgicr/?bust=1706995436021



  1. How To Exclude A Financial Claim Type In System Setting > Claim > Financial


  • To exclude the desired type of Financial Claim, HR/Admin can refer to the following tutorial link:


https://mysyarikat.crisp.help/en/article/version-20-how-to-deletedisableexclude-financial-claim-on-system-setting-claim-financial-rldcfr/?bust=1706995775245



  1. How to Set Mileage Financial Claim (Mileage Claim Setup) on System Setting > Claim > Financial
  • To set the mileage claim on System Setting > Claim > Financial, HR/Admin can refer to the following tutorial link:


https://mysyarikat.crisp.help/en/article/version-20-how-to-set-mileage-financial-claim-mileage-claim-setup-on-system-setting-claim-financial-wvp7kv/?bust=1708393265032

Updated on: 20/02/2024

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