How to Create and Manage Claim Policies

Claim Policies allow you to define the claim type, limit, and approval workflow that applies to specific employees.

This article provides a comprehensive guide on how to create, configure, and assign claim policies effectively.

Steps Covered in This Article:

A. Create a Claim Policy

B. Configure a Claim Policy

C. Assign a Policy

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A. Create a Claim Policy

Login to your BrioHR account:

• Go to HR Lounge.
• Navigate to Expense Claims.
• Click on Claim Policies.
• Select the + Create Policy button to create a new claim policy.
  
• Enter the Policy Name (e.g., Marketing Department Policy) and click Create.
  

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B. Configure a Claim Policy

• Click on the new claim policy you just created on the Claim Policies page.
  
• A new tab will open where you can configure the settings for the new policy.

Policy Eligibility

The first section is Policy Eligibility. This allows you to decide who is eligible for the policy.

• Eligibility Options:
  • Eligible to all employees
  • Restricted to certain groups of employees (e.g., specific office, department, gender, job grade, or employment type)

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Claim Types & Claim Limits

The second section covers Claim Types & Claim Limits. This allows you to link claim types to the policy and set claim limits for all employees and specific employees assigned to this policy.

• Include Claim Types in this Policy:
  • Click on the Choose Claim Type button.
    
  • Select the checkbox next to the specific claim type you wish to link.
  • Click Save once done.
    

• Set Claim Limits Applicable to all employees assigned to this policy:
  • Click on the + Set Limit button under Limit per Transaction/Month/Year.
    
  • Choose a limit type:
    • No limit
    • Follow default policy (click the eye icon to check the limit in the default policy)
    • Set a specific limit (input the maximum limit amount and assign it to specific offices)
      
  • Click on + Add Limit if you need to set different limits for different offices.
  • Click Save once done.
• Set Claim Limits for Specific Employees (customize per employee per claim type):
  • Click on + Create Custom Limit under Custom Limit per Employee.
    
  • Set limits under Limit per Transaction/Month/Year.
  • Click Apply and then Save Customization once done.
    

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Approval Workflow

The third section is Approval Workflow, where you can select the approval workflow for all employees and specific employees assigned to this policy.

• Select the Approval Workflow for all employees assigned to this policy:
  • Click the Edit button under the Approval column for Non-grouped Claims and Grouped Claims (if you have created a claim group).
    
  • Select the appropriate approval workflow.
    
  • Click Confirm Selection once done.

• Set the Approval Workflow for Specific Employees:
  • Click on + Create Custom Approval under the Custom Approval Workflow for Employees.
  • Decide who the first approver is, and click + Add Approver if more approvers are needed.
  • Select the checkbox next to the specific employee that needs to follow this custom approval workflow.
  • Click Apply Customization once done.
    

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C. Assign a Policy

• Click on the Assign Policy button on the Claim Policies page.
  
• Change Policy for an Individual Employee:
  • Click on the dropdown list under the Policy column for the specific employee.
  • Select the policy you wish to assign to this employee.
    
• Change Policy for All Employees:
  • Select the checkbox next to the employee(s).
  • Click on the dropdown list beside Assign Policy.
  • Choose the policy and click Apply.
    

 

 

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.