Feature: Claim

 

Purpose:

• Claim: Request reimbursement for work-related expenses.
• Leave from OT: Claim replacement leave days for overtime worked.

Key Points:

• Customizable Claim Names: Define different claim categories (e.g., travel, transport, mobile) and manage them by user role.
• User Permissions: Control which users can submit claims and approve them through User Level settings.
• Mobile App Submission: Employees easily submit claims with photos and descriptions through the mobile app.
• Leave from OT: Claim replacement leave for overtime days worked on holidays.
• Approvals and Reports: Managers review and approve claims on mobile or web, and access detailed reports.

Steps:

1. Setting Up Claims (for HR/System Admin):

Claim Names:

• Open Global TA Cloud Web URL.
• Go to Master Menu > Label Setup.
• Click “ Add New” and define claim names and descriptions.
• Set “ Label Type” to “ Claim.”
• Click “ Save.”

User Permissions:

• Go to User Level Management > User Level Control.
• Find user levels (e.g., employee, supervisor, manager) and click Access Permission.
• Grant appropriate Claim menu permissions (e.g., ClaimRequest, ClaimApprove, Claim Report) based on user level.
• For “ Approver/Final Approver” settings, refer to https://www.globalta.com.mm/support/approver/

2. Submitting Claims (Employee):

• Open Global TA Cloud Mobile App.
• Go to “More Settings” > Claim Request.
• Click “ Add” and choose a claim category.
• Select the claim date, value, and reason.
• Attach photos (optional) and click “ Send.”

3. Leave from OT Claims:

• Follow the steps for submitting claims (above).
• In the Overtime Request Form, check the “ Use as Substitute Leave” option for overtime worked on holidays.
• If the option isn’t available, log out and log back in, or contact HR or Global TA Cloud Operator Service.

4. Approving Claims (Manager):

Mobile App:

• Go to “More Settings” > Claim Approve.
• Check claim requests under the “ Pending” tab.
• Click on a request, review details, and click “ Approve” or “ Reject.”
• Web Browser:
• Go to Claim Menu > Claim Approve.
• Choose period, request type, label, and filtering options.
• Click “ Preview” to see claims.
• Click “ Approve,” “ Reject,” “ View Detail,” or “ Delete” under the Action column.

5. Claim Reports (for HR/Manager):

• Open Global TA Cloud Web URL.
• Go to Claim Menu > Claim Report.
• Choose period, request type, label, and filtering options.
• Select a custom template or choose “ Choosing Columns” to customize the report.
• Click “ Preview” to see the report.

Tips:

• For Leave from OT balance details, click “ Balance Detail View” in Claim Report.
• To set claim expiry days, go to System > System Setting > Application Option > General > Claim Restricted Days.

Additional Resources:

• Approver settings: https://www.globalta.com.mm/support/approver/
• Global TA Cloud Operator Service: Mobile App > “More Settings” > Chatwoot

Screenshots: