Reimbursement Info Overview

Updated November 16, 2023 08:21

After the super admin manages the reimbursement arrangements, then employees can submit reimbursement according to the policies that have been made. On the Finance Tab, there is a reimbursement tab option which is the tab used for

1. Reimbursement Tab Display

No.	Column	Explanation
1.	Request Reimbursement	Button to submit a claim.
2.	Saldo	Display reimbursement balance.
3.	Reimbursement Request	Displays a list of claims that have been made
4.	Reimbursement Taken	Displays a list of claims submitted that have been taken.
5.	Select Period	Set the display and search for employee claim filing data based on the selected period.
6.	Select Status	Set the display and search for employee claim filing data based on the selected status (pending, approved, rejected, canceled).
7.	Showing & Search	Set the display and search for employee claim filing data based on keywords or the options provided.
8.	Reimbursement Request Table	Displays a list of employee claims filings.
9.	Detail	Displays detailed information on filing employee claims.
10.	Approval	Displays details of employee claim approval.
11.	File	Button to download employee claim attachment file.

2. Request Reimbursement

Here are the steps

Enter the "My Info" menu.
Click the Finance tab and select Reimbursement.
Click the “Request Reimbursement” button.
Select the claim filing date in the Effective Date column.
Select the type of claim submitted in the Reimbursement Name column.
Click the "Add Benefit" button.
Select the type of benefit proposed in the Benefit Name column and complete the required information.
Click “Attach File” to upload the required attachments.
Complete the reason for submitting the claim.
Click "Submit" to continue.