[Version 2.0] How To Update Balance Amount & Annual Limit Of All Types Of Financial Claims For Staff On Claim Policy (Update Claim Policy)

1. How To Check All Types Of Financial Claims For All Staff On Claim Policy In Employee Details Staff
   

• To check all types of Financial Claims for each 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=1706994403882

2. How to Update All Types of Financial Claims for All Staff on Claim Policy in Employee Details Staff
   

• To update all types of Financial Claims for each staff, HR/Admin can refer to the following steps:
  
  Step 1: Click on Employees
  Step 2: Click the eye icon on the desired staff
  
  
  
  Step 3: Click Claim Policy
  Step 4: Click the pencil icon on the desired type of Financial Claim
  Step 5: Click Update
  
  
  
  Step 6: In the Claim Annual Limit & Claim Balance column, enter the desired amount
  
  
  
  Step 7: If the type of Financial Claim is to be set as Unlimited, check Unlimited
  Step 8: Click Save
  
  

3. How To Exclude Certain Types Of Financial Claims For Certain Staff
   

• To exclude certain staff from receiving a certain type of Financial Claim, HR/Admin can refer to the following tutorial link:

https://mysyarikat.crisp.help/en/article/version-20-how-to-exclude-financial-claim-for-staff-in-claim-policy-vm7m1w/

Updated on: 05/03/2024