Yes, the admin can submit a reimbursement claim on behalf of an employee after the current month payroll window is locked. Employees cannot perform any action on reimbursement after the payroll window is locked..
To apply for the reimbursement claim, the admin must perform the following actions:
- From the greytHR Admin login, navigate to the Payroll > Payroll Inputs > Reimbursement. The Reimbursement page opens.
- From the select an employee search box, search for the employee on behalf of whom the admin wants to apply for reimbursement.
- Select the reimbursement category from the list available on the page.
- Under the Claim tab, click the Add button. A new row appears in the table.
- Double click the cell available under Month & Year column, and from the dropdown list, select the required month.
- Double click the cell available under Reimb Type column, and from the dropdown list, select the required reimbursement type.
- Double click the cell available under Amount column, and enter the reimbursement amount.
- Double click the cell available under Reimb Status column, and select the status of reimbursement.
- Double click the cell available under Remarks column, and enter the valid remark.
- Click Save to apply for the reimbursement claim on behalf of an employee.
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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.