How to Submit Claims on Behalf (Personal Assistant)

Introducing our latest feature: the Personal Assistant, which allows you to designate an employee as a 'Personal Assistant' to a manager or CEO.

This feature enables the assigned personal assistant to view, create, and submit claims on behalf of the manager or CEO directly from the personal assistant’s Home page. A new menu, "Claims on Behalf," will appear on the Home page.

If you are an HR professional looking to set up Personal Assistant module permissions, please refer to this article:

Streamline Claims with the New 'Claims on Behalf' Personal Assistant Feature

 

  1. Login to BrioHR.
  2. Go to the Home page.
  3. Look for the menu "Claims on Behalf."

 

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.