How can admin process and approve a claim?

Updated on - May 2023

To process and approve claims, the admin must mandatorily create a Claims Batch. 

A Claims Batch is a group of claims that helps the admin to collect all the claims raised by employees for a specific duration. 

To create a Claims Batch, the admin must perform the following actions:

1. From the greytHR Admin login, navigate to Expense Claims > Claims Batch. The Claims Batch page opens.
2. Click Create Batch. The Add Claim Batch form opens.
3. In the Name text box, enter the name of the batch you want to generate.
4. From the From Date and To Date dropdown calendars, select the required dates.
   Note: These dates can be current/future dates.
5. Click Save to create a Claims Batch. You can view the new batch on the Claims Batch page.

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Related Links:

❓FAQs- To read more FAQs about Claims, click here.

▶Video- To watch the Claims video, click here.

📃Documentation- To read more about Claims, click here.

📢Product Update- To read about the product update, click here.