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Version 1.0
Created: 16 July 2024
Updated: 16 July 2024

How to Use Claim Management?

Claim Management allows users to efficiently manage and review claims related to business expenses, such as meals and travel costs, submitted by employees. It provides a comprehensive overview of claims, including details, attachments, statuses, and amounts, facilitating streamlined processing and approvals.

Navigate to the section by clicking it.

  1. At the desktop site navigation bar, go to HR Suite > Claims Management.
    Open Claims Management Here: https://system.caction.com/claim/list

    Claims Management Step 1



Default Columns

  1. Click “Default Columns”.

    Claim Management Default Columns Step 1

  2. Click “+ Create”.

    Claim Management Default Columns Step 2

  3. Select the columns you want to display.

    Claim Management Default Columns Step 3

  4. Click on the “Save” button.

    Claim Management Default Columns Step 4

  5. Scroll to right and the customize columns will be displayed as below, you can apply it next time.

    Claim Management Default Columns Step 5



Filter

  1. Click “Search” to filter the list.

    Claims Management Filter Step 1

  2. Click on the filter group you want.

    Claims Management Filter Step 2

  3. Click on the “Filter Value” you want.

    Claims Management Filter Step 3

  4. Click “Done”.

    Claims Management Filter Step 4

  5. The list with filter will be shown as below.

    Claims Management Filter Step 5



Favourite Filter

  1. Click on “Favourite Filter”.

    Claim Management Favourite Filter Step 1

  2. Click “+ Add”.

    Claim Management Favourite Filter Step 2

  3. Enter the name of the favourite filter.

    Claim Management Favourite Filter Step 3

  4. Click on the “Save” button.

    Claim Management Favourite Filter Step 4

  5. The favourite filter has been saved successfully.

    Claim Management Favourite Filter Step 5



Default Filter

  1. Click on “Favourite Filter”.

    Claim Management Default Filter Step 1

  2. Click “Default Filter”.

    Claim Management Default Filter Step 2

  3. Select the favourite filter you want to set as default filter.

    Claim Management Default Filter Step 3

  4. The default filter has been saved successfully.

    Claim Management Default Filter Step 4

Clear All Filter

  1. Click “Clear All” to remove the filter applied.

    Claim Management Clear All Filter Step 1

Change Claim Status

  1. Scroll the list to “Status” and click on the status of the overtime claim you want to take action.

    Claim Management Change Claim Status Step 1

  2. Click on the status you want for the claim.

    Claim Management Change Claim Status Step 2

  3. Click “Save X selected”.

    Claim Management Change Claim Status Step 3

  4. Click on the “Submit” button to update the claims.

    Claim Management Change Claim Status Step 4

  5. Your changes have been saved successfully when this prompt appears.

    Claim Management Change Claim Status Step 5

  6. To select more than one claim to update, tick the boxes on the left of the claims that you would like to update the status of.

    Claim Management Change Claim Status Step 6

  7. Click “Update All Status”.

    Claim Management Change Claim Status Step 7

  8. Choose the status that you would like to update the selected claim(s) to.

    Claim Management Change Claim Status Step 8

  9. Click “Save X selected”.

    Claim Management Change Claim Status Step 9

  10. Click on the “Submit” button.

    Claim Management Change Claim Status Step 10

  11. Your changes have been saved successfully when this prompt appears.

    Claim Management Change Claim Status Step 11



Refresh

  1. Click “Refresh” icon to get the latest information on claims.

    Claim Management Refresh



Export

  1. Click “Export” icon to download the claims list.

    Claim Management Export

2.Choose the type of file want to be export.

Claim Management Export




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