Assigning claims reviewer refers to the process of designating an individual or a group of individuals responsible for reviewing and evaluating expense claims submitted by employees while conducting business-related activities on behalf of their organization.
To assign claims reviewer to the employees in bulk, the admin must perform the following actions:
- From the greytHR Admin portal, navigate to Employee > Admin > Excel Import. The Excel Import page opens.
- Click Import From Excel. Step 1: Excel Importer form appears.
- From the Importer Type dropdown list, select Claim Reviewer Details.
- Under Step 1: Excel Importer, click Download a sample file.
- Open the saved Excel file on your computer, fill in the details you want to upload and delete the blank columns. Save and Close the excel importer file.
Note: Read the notes mentioned in the downloaded excel file to avoid errors while uploading the file. Remove the dummy data from excel before saving the file - Under Step 1: Excel Importer, click Upload File and select the file you have just modified from your computer to upload.
- Click Next.
- Under Step 2: Excel Importer Mapping, map the fields from excel to the application terms, if required. To map a field, select the corresponding field under the Mapped To column.
Note: This step is mandatory if you have changed the format of the excel file. - Click Next. You are redirected to Step 3: Excel Importer Validate.
- Click Next to import claim reviewers' details in bulk.
- Click Ok to complete the process.
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Related Links:
❓FAQs-To read more FAQs about excel import, click here.
📃Documentation- To learn more about the excel import page, click here.
▶Video- To watch the video on excel import, click here.
📢Product Update-To read about the product update, click here.