Selecting a reimbursement claim to view
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Select "View Reimbursement Claim" from the left pan
The "Select Reimbursement Claim to View" page appears
The system displays the following fields.
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Date Format |
The date format applicable to the login user. |
Enter the following
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Reimbursement Claim Unit |
Select the organization unit in which you require to view the reimbursement claims |
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Reimbursement Group |
The group to which the reimbursement item belongs. |
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Reimbursement Item |
The item for which reimbursement is claimed.. |
To select through Direct Entry
Use this method if you know the complete Claim ID.
Enter the Claim ID under which the reimbursement claims must be edited
Select the “View Reimbursements Claims” link.
The View Reimbursement Claim” page appears. All details of the selected record are displayed
To select through Search Criteria
Use this method, if you know just a few characters of the employee code or the employee name. In the search criteria group box, specify the search criteria based on which the system will fetch the records.
To specify the search criteria, you must enter one or more characters that employee code or employee name contains. Optionally, you can enter the “Claim Id From”, “Claim Id To”, “Claim Date From” and “Claim Date To” fields, to narrow your search. Search based on wild card characters is also supported.
Enter the following search criteria values, in some or all of the following fields.
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Employee Code |
The unique code of the employee who applied for reimbursement. |
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Employee Name |
The name of the employee who applied for reimbursement. |
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Work Location Short Description |
To view the work location short description containing specific characters, type in the starting character(s) of the work location. Alternatively, type in these characters in any combination with wild cards. Example: c* will search for those work locations that start with c. Other examples are *c, c and c*. |
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Department Short Description |
To view the department short description containing specific characters, type in the starting character(s) of the department name. Alternatively, type in these characters in any combination with wild cards. Example: c* will search for those department names that start with c. Other examples are *c, c and c*. |
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Position Title |
To view the position title containing specific characters, type in the starting character(s) of the work location. Alternatively, type in these characters in any combination with wild cards. Example: c* will search for those work locations that start with c. Other examples are *c, c and c*. |
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Job Title |
To view the job title containing specific characters, type in the starting character(s) of the job. Alternatively, type in these characters in any combination with wild cards. Example: c* will search for those jobs that start with c. Other examples are *c, c and c*. |
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Grade Set Short Description |
To view the grade set specific characters, type in the starting character(s) of the grade set. Alternatively, type in these characters in any combination with wild cards. Example: c* will search for those grade sets that start with c. Other examples are *c, c and c*. |
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Grade Short Description |
To view the grade specific characters, type in the starting character(s) of the grade. Alternatively, type in these characters in any combination with wild cards. Example: c* will search for those grades that start with c. Other examples are *c, c and c*. |
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Claim Date From |
The date from which you require to view the reimbursement claim. |
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Claim Date To |
The date until which you require to view the reimbursement claim, |
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Claim Id |
The Claim ID for which you require to view the reimbursement claim. |
Select the “ Search” pushbutton.
Note: If only one search
criteria value is entered, the system will fetch the records that satisfy
this value.
If more than one search criteria value is entered, the system will fetch
the records satisfying all the specified values.
If you do not enter any value in the search criteria group box and select
the “Search” pushbutton, the system will fetch all the records that are
applicable to the selected reimbursement claim unit.
The system displays the following details in the multiline, for the employee records that satisfy the search criteria specified.
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Claim ID |
The unique number, which identifies a set of reimbursement claims, submitted in the “Apply for Reimbursement “ activity. |
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Claim Date |
The date on which you applied for the claim |
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Claim Amount |
The amount claimed by the employee for reimbursement |
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Employee Code |
The unique code of the employee who applied for the reimbursement |
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Employee Name |
The name of the employee who applied for reimbursement. |
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Group Description |
The group description of the reimbursement to be claimed. |
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Item Description |
The description of the reimbursement item |
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Sanctioned Amount |
The actual amount sanctioned for the claim. |
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Claim Status |
The system retrieves the claim of any one of the following statuses depending on the search criteria § Draft § Pending for Authorization § Authorized |
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Work Location |
The work location of the employee. |
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Department |
The department to which the employee belongs. |
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Position |
The position being held by the employee. |
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Job |
The job title of the employee. |
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Grade Set |
The grade set to which the employee belongs. |
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Grade |
The grade to which the employee belongs. |
Select the “Select” checkbox, to select the claim ID whose details must be viewed.
6 Hyperlinked topics below
Use this page to select a reimbursement claim ID either through direct entry or through search criteria.
What you can do in this page
To select through Direct Entry
To select through Search Criteria