In this page, you can view the pending and approved claim details. The claim details consist of claim id, reimbursement type, claim amount, claim date and status.
This activity allows you to do the following
View the claim details
Nil
Click Claims from the Portal Login menu.
Click Approve Claim List on the right menu.
The system displays Approve Claims page.
The Claims Overview section displays the overview of Pending for Authorization, Authorized and Sanctioned Status claim ids on the left top of the page.
Enter From Date from which the claim overview details have to be retrieved.
Enter To Date until which the claim overview details have to be retrieved.
Click Get button to get the overview details of the claim ids.
The system displays the number of claim ids which are in Pending, Approved and Rejected status.
The Claim Summary section displays the graph with the total cumulative value across all the employees with the current tax year.
In the graph,
The first bar shows the claimed amount for the current tax year or the entered date range.
The second bar shows the total applied amount for the current tax year or the entered date range.
Click Recent Updates button, a popup window appears with the details of the claim ids which are in pending for authorization and authorized status, the reimbursement type of the claim id, comments identifier, the date and time of comment along with the latest claim id status.
In the Recent Claims section, choose an option from Status combo to fetch claim details in multiline. The system lists “All”, “Authorized”, “Pending Authorization” and “Rejected”.
The system lists Claim Id, EMP Name, EMP Id, Reim Group, Claim Amount, Reim Amount, Claim Date and Status of the claim in the multiline.
Click hyperlink on Claim Id in the multiline to approve the selected claim.
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Field Name |
Description |
Type |
Editable |
Mandatory |
Length |
Remarks |
|
Claims Overview Section |
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From Date |
Date from which you want to retrieve the claim details. |
Textbox |
Yes |
No |
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To Date |
Date until which you want to retrieve the claim details. |
Textbox |
Yes |
No |
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|
Recent Claims Section |
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Status |
Indicates the status of the claim. |
Combo |
Yes |
Yes |
|
The system lists “All”, “Authorized”, “Pending Authorization” and “Rejected” |
|
Multiline |
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Claim Id |
The unique identification of the claim details. |
Textbox |
No |
Yes |
|
Click Hyperlinked Claim Id, moves to the Approve Claim screen. |
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Emp Name |
Unique name of the employee who applied for the claim. |
Textbox |
No |
Yes |
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|
Emp Id |
Unique identification number of employee. |
Textbox |
No |
Yes |
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Reim Group |
The group of reimbursement selected for the claim. |
Textbox |
No |
Yes |
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Claim Amount |
Total claim amount. |
Textbox |
No |
Yes |
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Reim Amount |
Total reimbursement amount. |
Textbox |
No |
Yes |
|
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Claim Date |
Date on which the reimbursement amount has to claim. |
Textbox |
No |
Yes |
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|
Status |
The status of the claim id. |
Textbox |
No |
Yes |
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The status can be Authorized, Pending for Authorization and Rejected. |