This is a step-by-step guide on how to enable access to Claim Module and Claim Report for HR/Admin user group.
Login to your BrioHR account:
1. On the Home, go to Settings at the top right of your account.
2. Navigate to User Groups
3. Select the user group for which you want to grant access. Click on pencil icon to edit and manage permissions.
4. Navigate to permission category: HR Modules Permission.
To enable access to Claims Report
Under the category: HR Modules Permission
5. Find the Reports Module. Turn ON the toggle button to give permission for this module.
6. Check the box for Allow access to expense claims report.
7. Click on the Save button to save the setting.
To enable access to Claim Module
Under the category: HR Modules Permission
8. Find Claim Module. Turn ON the toggle button to give permission for this module.
9. Once you toggle ON the button, you can set the permission to give
- Allow dashboard access - here is the access level for HR/Admin in the claim dashboard. This access gives rights to view all claims.
NOTE:
You can choose 'Allowed for managed offices' if you want the users to only have access to a limited set of offices, or you can choose 'Allowed for all employees' if you want users to be able to access all claims.
- Allow module configuration - here is the access level for HR/Admin in the Expense Claims settings.
NOTE:
You can choose 'Allowed for managed offices' if you want the users to only have access to the employee level customization for employees from a limited set of offices, or you can choose 'Allowed for all employees' if you want users to be able to access all settings, including claim type creation and configuration.
- Perform action on behalf of others - tick this checkbox if you allow HR/Admin to perform action on behalf of others, this action including create claim submission, approve/reject/cancel/reopen the claims.
CAUTION:
Please enable the permission of "perform action on behalf of others" as the users in this User Group can approve other approver's claim approval level!
- Edit claim after submission - tick this checkbox if you allow HR/Admin to edit/modify the claim submission by employees in HR Lounge, even after it has been submitted, and before it has been approved or reimbursed.
10. Click on Save button to save the setting.
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.