The Claim Component Settings screen

The Claim Component Settings screen

Claim components are created on the Claim Component Settings screen.

Navigate > Configuration > Payroll > Payroll Config > Claim Component Settings


      

Field explanations

component - The components that can be configured as claim components, will be available from the dropdown list.

value type - Select the input type that the employee must use when submitting the claim. This can be hours, kilometres, quantity, or an advised amount. Note! The same component can be configured for different value types. The employee will have the option to select the correct value type when submitting the claim.

      For example, when processing an Overtime claim component, employees can advise an amount or capture overtime hours worked on ESS

      

value type label override - The value type specified in the previous field, will be the default description when an employee processes the input type when submitting the claim. The default description can be changed in this field.

      

message to display to user - Instructions or guidelines may be provided in this field to display when the employee submits the claim.

      

attachments are compulsory - Selecting this option will make attachments compulsory when submitting the claim.

ODO options - Utilising these options, allows the employee to capture detailed information when submitting a claim that relates to business kilometres travelled.

      show ODO options - 

            

            This option is commonly used if travel claims are recorded per month. The system will automatically calculate the business kilometres as follows:  Arrival ODO – Departure ODO – Private Travel. When submitting the next claim, the Arrival ODO value of the previous claim will be carried forward to the Departure ODO Field. This field may be overwritten.

            Employees will be prompted to complete the following fields:

                  

      show detailed ODO - 

            

            This option is commonly used if travel claims are recorded per trip.

            Employees will be prompted to complete the following fields:

            

      Selecting both options will prompt the employee to complete the following fields:

            

show end date - Activating this field, will result in the employee recording the arrival date and time when submitting a claim.

            

show rate field - Selecting this option, the employee will be prompted to input a rate value when submitting a claim. This rate will be used to calculate the claim amount.

deny access - Should employees not be able to submit a claim for this component, you may deny access to the component. If selected while an employee has claimed for this component, the following icon will reflect next to the claim with a message that the component is no longer available and will not be processed:

      

append value of following component to the end of the msg above - Select a component from the dropdown list that will display at the end of the message defined when the employee submits a claim. Only values calculated on the current open run can be appended.