To update reimbursement details on behalf of an employee, perform the following actions:
- From your greytHR Admin portal, navigate to Payroll > Payroll Inputs > Reimbursement.
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On the Reimbursement page, from the select an employee search box, enter the employee number or name for whom you want to add the information.
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From the reimbursement categories list, select the required reimbursement category.
The page displays all the claims made by employees under the selected category. -
Under the Claim tab, click the Add button to add a new claim. A new row appears in the table.
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In the new row, double-click the Month & Year cell to select the month and year from the dropdown list.
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Double-click the Reimb Type cell and select the required reimbursement type from the dropdown list.
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Double-click the Amount cell to enter the claim amount.
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Double-click the Reimb Status to select the current status of the reimbursement.
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Double-click the Remarks cell and enter the remarks, if any.
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Click Save to save the changes. The new claim row appears on the Reimbursement page.
Related Links:
- FAQs - To read more FAQs about the Admin portal,click here.
- Video - To watch videos on the Admin portal,click here.
- Documentation:
- To learn more about Reimbursement process, click here.
- To read more about the Admin portal, click here.
- Product Update - To read about the product update, click here.