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Help Your Managers and Employees Get Started with Expense Claims
Part of the Expense Claims data verification series for new brioHR clients. This article covers: Help your managers and employees get started.
Audience & Scope
Audience: HR and admin teams setting up brioHR for the first time
Module: Expense Claims
Country: Malaysia, Singapore
Pre-requisites: Implementation kick-off meeting with your Implementation Manager (IM) completed; Expense Claims data migrated by your IM
This article is part of the Expense Claims data verification series. It follows the Expense Claims Data Verification Guide (PDF).
Help your managers and employees get started
Share these Help Center articles with your managers and employees before go-live, so they know how to submit and approve claims on the web and in the BrioHR mobile app.
| Article | What it covers | Platform |
|---|---|---|
| For employees | ||
| Complete Guide to BrioHR Web & Mobile App for Employees and Managers (Video Recording) | Video walkthrough, with chapters on submitting claims on web and on the mobile app | Web and mobile app |
| How to Download and Log in to BrioHR Mobile App (iOS & Android Guide) | Getting the app and logging in | Mobile app |
| How to Create and Submit Claims | Creating claims and submitting a claim report | Web |
| How to Create and Submit Claims from the BrioHR Mobile App | Creating and submitting claims, including snapping a photo of the receipt | Mobile app |
| How to Upload and Preview Multiple Attachments in Your Claims | Attaching receipts and other files | Web |
| New Feature: Save and Edit Draft Claims in the Expense Module | Saving a claim as a draft to finish later | Web |
| Deleting Wrongly Created Expense Claims | What to do with a claim created by mistake | Web |
| How to Utilize Available Claim Limits | How claim limits and balances work | Web and mobile app (applies to both) |
| How Monthly Claims Limits Are Determined by Transaction Dates | Why a claim counts in the month of its transaction date | Web and mobile app (applies to both) |
| How to Request and Submit Cash Advance Claims | Requesting money up front | Web |
| How to Update and Submit a Cash Advance Settlement Claim Report | Recording what was actually spent after a cash advance | Web |
| How to Submit Claims on Behalf (Personal Assistant) | For personal assistants who submit claims for others | Web |
| For managers | ||
| Complete Guide to BrioHR Web & Mobile App for Employees and Managers (Video Recording) | Video walkthrough, with a chapter on managing team members' claim submissions | Web |
| How to Approve or Reject Team Members' Expense Claims | Approving or rejecting claims from the Team page | Web |
| How Approvers and HR Can View Claim Attachments | Opening receipts before approving | Web |
| How to Approve Cash Advance Requests and Generate Settlement Reports | Approving cash advance requests | Web |
| How to View Claim History for Submitted and Approved Requests | Seeing who has acted on a claim, and when | Web |
| How to Download and Log in to BrioHR Mobile App (iOS & Android Guide) | Getting the app, to keep up with claims waiting for approval on the go | Mobile app |
💡 Tip
Managers get email notifications when a claim is waiting for their approval, and the claim also appears in their pending actions list.
← Previous: If Your Expense Claims Data Doesn't Match, and How to Sign Off for Go-Live
Back to Expense Claims Data Migration and Verification: Start Here
Ownership
By: Aqilah