How to Add New Claim Types

This article explains how to create a new claim type and configure the necessary settings for this new claim type and customize claim payroll connection.

Login to your BrioHR account:

1.   Go to HR Lounge.

2.   Navigate to Expense Claims.

You will be directed to the Expense Claims landing page.

3.   Go to Claim Types.

4.   Click on the + Create Claim Type button to add a new claim type.

A pop-up form titled "Add Claim Type" will appear.

5.   Fill in the Basic Configuration form:

• Add Claim Title: Enter the name of the claim type.
• Add Claim Description: Provide a brief description of the claim type.
• Add Account Code (if necessary): Input the account code if required.
• Add Claim Group (if necessary): Select the relevant claim group.
• Set Claim to Cash Advance Type (if applicable).
  • Generic Expense: For regular expenses where the entered amount equals the reimbursed amount (e.g., meal claims, office supplies).
  • Mileage: For expenses based on mileage. Employees will need to enter the distance traveled in kilometers (KM).
  • Per Day Allowance: For expenses based on daily rates (e.g., Per Diem). Employees will need to enter the relevant dates.Set Expense Type: Choose from the following options:
  • Set Mandatory Attachment: Specify if an attachment is required.
  • Add Custom Fields: Include any custom fields needed (e.g., hotel name, flight name, hotel check-in date).

6.   Configure Payroll Connection: Select the payroll item to which this claim type should be linked. This is a custom payroll connection for this claim type to a specific pay item in the payroll center.

For more information on general and custom claim payroll connection, refer to [this article].

Options include:

• Payroll Expense Item (Addition)
• Payroll Deduction Item (Deduction)

7.   Click Save once you've completed all the necessary fields.

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.