How to Fix Missing Claim Types in the Claim Drop-Down Menu

As an HR professional, you may have created a new claim type in the Expense Claims module, such as "Claim General Expenses."

However, you (or your employees) might notice that this new claim type does not appear in the 'Claim Types' drop-down menu at Home > My Claims > +New Claim.

Why is this happening?

This issue occurs because the newly created claim type has NOT been included in the relevant claim policy. As a result, it does not show up in the drop-down menu.

Follow these steps to include the new claim type in the claim policy: For a step-by-step guide on including a newly created claim type in the claim policy, please refer to [this video].

• Navigate to HR Lounge > Expense Claims.
• Go to Claim Policies and select the policy where you want to include the new claim type (e.g., Default Claim Policy).
• Click on the selected claim policy to open its settings.

• Go to Claim Types & Limit.
• Click the Manage Included Claim Types button.

• Find the name of the new claim type.
• Tick the checkbox next to the claim type name and click Save.

• The claim type is now included in the claim policy, and all employees assigned to this policy will see the new claim type in the drop-down menu.

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.