Claims Configuration
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      1. BrioHR | Help Center
      2. Expense Claims
      3. Claims Configuration

      Updated Claims Module: Fresh Additions and Functionality

      Discover the latest impactful enhancements to our Expense Claims module, including the introduction of the exciting new “Claims Policies” feature. This update is designed to improve your experience by simplifying the setup of different claim policies and enhancing the existing features, including “Claim Types, Claim Groups, and Settings.”

      In this article, we will explore in depth the enhanced and additional features:

      Claim Types

      Here, you can add new claim types, edit, delete, or disable existing ones. Additionally, you can modify basic configurations such as the title, description, account code, mandatory attachment rules, and custom fields. You can also set up payroll connections and enable or disable specific claim types.

      For detailed instructions on adding new claim types, click here.

      NOTE:

      When you create a new claim type, you can decide which claim policies it should be included in. Please note that new claim types will not be automatically included in existing claim policies.

      Claim Groups

      Here, you can add, edit, or delete claim groups. If you want to set a custom approval workflow for a group of claim types, you must first create a claim group.

      For detailed instructions on adding a new claim group, click here.

      NOTE:

      Only grouped claim types with defined approval workflows can be included within the same claim report.

      Claim Policies (New Feature)

      This feature allows you to add, edit, or delete claim policies. You can select which claim types and approval workflows should apply to each policy, set claim type limits (per transaction, month, or year), and assign claim policies to employees.

      For detailed instructions on creating and managing claim policies, click here.

      NOTE:

      Existing users of the claims module will be automatically assigned to the "Default Claim Policy."

      4. Settings

      Here, you can select the cut-off date, validate transaction dates, assign claim assignees, and link payroll centers to payroll items using the “Send to Payroll” feature.

      For detailed instructions on configuring claims settings, click here.

      NOTE:

      Remember to save your settings at the bottom of the page and enable access to the claims module in the HR Lounge for claim assignees.

       

       

      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.