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How can employee claim reimbursement?

Product Content Team
  • Updated

To claim a reimbursement, the employee must perform the following actions:

  1. From the greytHR ESS login, navigate to Salary > Reimbursement. The Reimbursement page opens. 
  2. Click Add Claims. The Add New Claim page opens.
    Note: If you have some draft bills saved in the application, you can view the following notification on the Add New Claim page. You can Click here to edit and submit the draft bills. 
  3. On the Add New Claim page, employee can choose to add bills in individual or bulk to claim the reimbursement.   

Add individual bills

To add bills individually, perform the following actions:

  1. On the Add New Claim page, click Add Bills Manually. The Document Preview window appears.
  2. Click Upload to upload a bill. You can upload the bill in JPEG, PNG, and PDF format. The maximum size for each file is 5 MB. 
  3. After a file is uploaded, you can view a preview of the bill. You can also view the name and size of the file under Bills Detail.
  4. Fill the following details under Bills Detail such as Select Component, Bill Number, Bill Date, Bill Amount, and Remarks.
  5. Click Save and Add Bill to add details of the next bill. After you click Save, the Claim Summary page opens.

Add bulk bills

To add bills in bulk, perform the following actions:

  1. On the Add New Claim page, click Add Bulk Bills. 
  2. Upload the bills. You can upload a maximum of 10 bills in JPEG, PNG, and PDF format. The maximum size for each file is 5 MB.
  3. After files are uploaded, you can view the Claim Summary page. Under Claim Summary page, you can view the total Amount Claimed, Claim Number, Reviewer, Created Date. You can also add more bills. The bills you have just uploaded in bulk, are grouped as Uncategorised by default. To categorize them under the relevant claim components, you must edit the bills. Once you have added all the required information, you can save the bills. You can delete all the bills you have just uploaded by clicking Delete Claim. You can also submit the claims for review by clicking Submit for approval.
    Note: Please note that while uploading bills in bulk, the bills will be saved and reflected under My Claims tab only after you have edited and saved the bills. If you have navigated to some other page before saving the bills, you must re-upload them.
  4. To edit individual bills under Claim Summary, click  available near the name of the bill. Fill the details. Click Save. You can also delete individual bills instead of all.
  5. To add details of all the uploaded bills, click Edit all bills. The Document Preview window appears:
  6. In the Document Preview window, you can view and add the following information about the bills such as Saved Bills, Preview of the uploaded bill, Name and size of the uploaded document, Select Component, Bill Number, Bill Date, Bill Amount, and Remarks
  7. Click Save and Next to add details of the next bill.
    Note: You can click Save to save the current bill. You can click Delete Bill to delete the current bill.

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Related Links:

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

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

▶Video- To watch videos on the Reimbursement, click here.

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

Updated on - April 2023

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