In this page, you can view your applied and claimed information list. My claims can be viewed in horizontal bar graph for the current tax year. You can view claim information based on selected status. The system displays the recent claim details based on reimbursement group and status of the claim id. The details consist of a unique claim id, reimbursement group, the total claim amount, the date on which the claim id is applied and status.
This activity allows you to do the following
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Click Claims from the Portal Login menu.
Click Claim Summary on the right menu.
The claim summary screen appears.
The system displays horizontal bar graph with the current tax year.
Y axis will show the details of each and every reimbursement type which the employee has so far availed in the current tax year.
X axis will show the Amount of the claim.
Click Create New Claim to create new claim details.
Choose an option from Reimbursement Group combo to specify the group for which my claim details are viewed. The system lists of all reimbursement type as options.
Choose an option from Status combo to specify the details to be viewed. The system lists of all reimbursement type as options.
Click View button to view the claim details in the multiline.
The system displays Claim Id, Reimbursement Group, Claim Amount, Claim Date, Status, Alert icon and Comments icon in the multiline.
Note: 1. If there is any addition of exceptional alert, the icon will be in Red shade.
2. If there is any addition of comments, the icon will be in Yellow shade.
Click Claim Id hyperlink in multiline to modify the claim details.
Click Recent Claims button on the right side top to view the recently updated claim details.
|
Field Name |
Description |
Type |
Editable |
Mandatory |
Length |
Remarks |
|
Reimbursement Group |
Indicates the reimbursement group. |
Combo |
Yes |
Yes |
|
The system lists all reimbursement type defined for the current tax year. |
|
Status |
Indicates the claim status for which the summary is to be viewed. |
Combo |
Yes |
Yes |
|
The system lists All, Draft, Authorized, Pending for Authorization and Amended. |
|
Multiline |
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|
Claim Id |
Unique claim identification number. |
Textbox |
No |
|
|
Click Hyperlinked Claim id to modify the claim details in Edit Claims screen. |
|
Reimbursement Group |
The group of reimbursement for the current tax year. |
Textbox |
No |
|
|
|
|
Claim Amount |
Amount which is claimed by the employee. |
Textbox |
No |
|
|
|
|
Claim Date |
Date on which the amount is claimed. |
Textbox |
No |
|
|
|
|
Status |
The status of the claim id. |
Textbox |
No |
|
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