Claiming reimbursement on behalf of an employee refers to the process in which an individual or entity submits a request for reimbursement of expenses incurred by an employee on behalf of the employee themselves.
To claim reimbursement on behalf of an employee, the admin must perform the following actions:
- From the greytHR Admin portal, navigate to Payroll > Payroll Inputs > Reimbursement.
-
From the select an employee search box, enter the employee number or name for whom you want to add the information.
-
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.
-
In the new row, double-click the Month & Year cell to select the month and year from the dropdown list.
-
Double-click the Reimb Type cell and select the required reimbursement type from the dropdown list.
-
Double-click the Amount cell to enter the claim amount.
-
Double-click the Reimb Status to select the current status of the reimbursement.
-
Double-click the Remarks cell and enter the remarks, if any.
-
Click Save to save the changes. The new claim row appears on the Reimbursement page.
Was this article helpful?
Related Links:
❓FAQs - To read more about FAQs on Reimbursement, click here.
📃Documentation:
- To read more about Apply claim on behalf of an employee page, click here.
- To read more about Monitor employee's reimbursement claims page, click here.
▶Video:
- To watch the video on Apply claim on behalf of an employee, click here.
- To watch the video on View employee's reimbursement statement and payslip, click here.
📢Product Update- To read our product update, click here.