Entering claim for self or dependents

Select the “Reimbursement Item” data hyperlink from the "Select To Apply Reimbursement Claim" page
The " Apply for Reimbursement Claim" page appears.
The system displays the following fields

Employee	The name of the employee who has logged in
Date Format	The date format applicable to the login user. More details
Reimbursement Item	The reimbursement item that is selected in previous page.
Reimbursement Group	The reimbursement group that is selected in the previous page.
Bill Mandatory	“Yes” indicates that a bill must accompany the individual claim and bill details entered.
Parameter Dependent	Indicates whether the reimbursement item is dependent on parameters.
	If “Yes” is displayed, it implies that the reimbursement item has attributes, against which you will require to enter values in the Enter Parameter Values page.

To enter claims for self or dependents

Enter the following

Payment To	Indicates whether the payment is made to self or to the external provider. Select “Employee” if the payment is made to self and select the name of the Provider if the payment is made to the external service provider.
Claim Date	The date on which the reimbursement claim is submitted.
Bill Exception	To indicate that an exception can be provided for a reimbursement item for which no bill has been supplied, but where the bill is mandatory, select “Yes”. When you select the “Submit” pushbutton, the system will process the claim without the bill.
	By default, “No” is displayed

Enter the following fields in the multiline

Claim For	Indicate whether the claim is made for self or dependents.
	Select “Employee” if the claim is made for self. Select the name of the dependent, if the claim is made for a dependent.
Bill No.	The distinctive number of the bill submitted for reimbursement
Bill / Expenditure Date	The date of the bill submitted for reimbursement or the date on which the expenses were incurred.
Bill Value	The amount or value of the bill submitted for reimbursement
Claim Value	The amount or value to be claimed as reimbursement
Comments	Any comment pertaining to the claim.

Check the "Select" box in the multiline record that contains the bill number to be claimed.
Select the “Compute Total Claim Value” pushbutton, to compute the total amount that the employee can claim for the bill.
The system displays the following

Total Claim Amount	The total amount that can be claimed for all the bills submitted
Sanction%	The percentage of the Claim ID value that can be sanctioned. This will be applicable when the “Eligibility” is “Limit”
Sanction Amount	The actual amount sanctioned for the Claim ID, based on the Sanction % for the Claim ID value. Tell me more.

The system displays the following in the multiline, if you had chosen the name of a dependent in the “Claim For” field

Relationship

The relationship of the dependent to the employee, if the bill was claimed for a dependent of the employee

To compute the total claim value

Select the “Compute Total Claim Value” pushbutton, to compute the total amount that the employee can claim for the bill,
The system displays the following field in the “Enter Employee Claim” page

Total Claim Amount

The total eligible value of the employee, for all the bills or claims in the multiline.

Select the “Submit“ pushbutton, to submit the “Enter Employee Claim“ form.
The system displays the following

Claim ID

A unique number / ID, to identify all the reimbursement claims that you entered in the “Enter Employee Claim” document.

To compute the total claim value after entering parameters

Enter the parameter values for the reimbursement item, in the “Parameter Values” page.
Return to this page and select the “Compute Claim Value” pushbutton, to calculate the claim value.
The system displays the following field in the “Enter Employee Claim” page

Total Claim Amount

The total eligible value of the employee, for all the bills or claims in the multiline. It will also include the eligibility value of the employee for each combination of parameter values in the “Parameter Values” multiline

To enter claims for a previous reimbursement calendar year

Enter the date of the previous year in which the expenses were incurred/the bill is dated, in the “Claim Date” field in the header
Enter the remaining fields as described in the section To enter claims for an employee or dependent

Note: Ensure that the previous calendar year is not closed. This calendar year is either closed automatically during the processing of year-end balances or closed manually.

To view the eligibility details of the employee

The system displays the following fields in the header, under the “Eligibility Details” group box

Item Eligibility	The actual quantity or amount of the item for which the employee is eligible. This refers to the employee’s eligibility for the reimbursement item for the calendar minus the quantity or amount that he has availed until date
	This quantity or amount refers only to the employee’s eligibility and does not include the eligibility of the employee’s dependents. You can view the eligibility of the dependents separately. However, if the eligibility nature is “Common for All”, the quantity or amount includes the eligibility of the employee and his/her dependents.
Payment mode	The method by which payment of reimbursement claim is made for the reimbursement item. It can be one of the following: Cash, Check or Payroll.
Eligibility Nature	The mode of eligibility that is applicable for the specific reimbursement item. See eligibility nature

Note: You can find out the amount or quantity that the employee has availed, until date within the calendar year, by calculating the difference between the (I) Total Balance, and (2) The sum of the Item Eligibility and Opening Balance. See picture.

Limit per Claim	The upper limit for a claim ID, for the given item.
Opening Balance	The opening balance, which is the amount or value brought forward from the previous Reimbursement Calendar
Total Balance	The total balance of the employee, for the reimbursement item. This is the sum of
	The opening balance and
	The quantity/amount to which the employee is eligible for the current reimbursement calendar minus
	The total quantity/amount availed till date

To view the eligibility details of dependents only

Ensure that the details of the dependents are displayed in the multiline
Select the hyperlinked “Relationship” field, inside the multiline.
The “Dependent Eligibility” page appears. Refer to the topic Viewing eligibility details of dependents

To proceed