[Version 3.0] How to Setup Expenses Claim Approval in System Setting & Employee Details (Setup Expenses Approval Claim)

• In Version 3 of the website, HR/Admin has the option to set up Expenses Claim Approval in System Setting > Claim > Expenses or in Employment (Employee Details).

• If the Expenses Claim Approval will approve claims for all staff, HR/Admin can set it in System Setting > Claim > Expenses.

• If the Expenses Claim Approval will approve claims for specific staff, HR/Admin can set it in Employment (Employee Details).

• Any User Role except Employee can be assigned as Expenses Claim Approval. If the Expenses Claim Approval is currently set to the User Role Employee, HR/Admin must first change the User Role of the Expenses Claim Approval to another User Role.

a) In System Setting

To set Expenses Claim Approval in System Setting, HR/Admin can follow these steps:

Step 1: Click System Setting.

Step 2: Click Claim.

Step 3: Click Expenses.

Step 4: In the First Level Approval field, enter the desired staff name.

Step 5: In the Second Level Approval field, enter the desired staff name (if needed).

Step 6: Click Save.

b) In Employment (Employee Details)

To set Expenses Claim Approval in Employment (Employee Details), HR/Admin can follow these steps:

Step 1: Click Employee.

Step 2: Click the Eye icon next to the desired staff name.

Step 3: Click Employment.

Step 4: Click Edit.

Step 5: In the Claim Supervisor section, under First Approval, enter the desired staff name.

Step 6: In the Claim Supervisor section, under Second Approval, enter the desired staff name (if needed).

Step 7: Click Save.

Updated on: 19/03/2025