Help Center / HRMS / Everyday HR

Staff claims

Staff claim money they spent for the business; once approved it is paid on their next payslip.

⏱ 3 min read

Step by step

1. 
   1

   Staff send claims from the Employee portal with a photo of the receipt. To enter one yourself, open Payroll & Claims in the sidebar, then Claims.
2. 
   2

   Press + New Claim.
3. 
   3

   Pick the employee and the claim policy, fill in the amount, date and description, and attach the receipt.
4. 4

   Approve it in Approvals, or from the Claims list.
5. 5

   An approved claim is added to that person's next payslip automatically. You don't pay it separately.
6. 6

   Already paid them back yourself, in cash or by transfer? Press Mark Reimbursed so it stays off their payslip.