Claims Configuration
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      1. BrioHR | Help Center
      2. Expense Claims
      3. Claims Configuration

      How to Add a New Claim Group

      NOTE:

      To set a custom approval workflow for specific claim types, you must first create a group for those claim types.

      To create a new claim group in BrioHR, follow these steps:

      Login to your BrioHR account.

      • Go to HR Lounge.
      • Navigate to Expense Claims.
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      You will be directed to the Expense Claims landing page (Claim Request).

      • Go to Claim Groups.
      • Click the "+ Create Claim Group" button to start creating a new claim group.
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      • In the "Add Group" pop-up window, enter the following details:
        • Group Name (required): Enter a name for the group, e.g., "Business Trip."
        • Claim Type: Select the claim types from the dropdown menu, e.g., "Meals" and "Hotel."
      • Click "Save" to complete the process.
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      Need Assistance?

      If you have any questions or require assistance, please reach out to our support team via live chat or email us at support@briohr.com.