Create the types of reimbursements and their details that you would process for your employees. Include all details such as period; carry forward limits, accumulation & eligibility information for each type.
Custom define the
Use our claims creation form to custom define the claim forms that you would like your employees to furnish information before submitting their claim. For eg: Your medical reimbursement form, may require pharmacy, doctor, bill date, number etc. Custom design these to make employees fill in all necessary information to request and process their claims.
Using our eligibility setups definitions, to setup the annual eligibility and monthly ceiling limits against each reimbursement category.
Our formula setup forms will help you define the formulas for approving identifying approvers, the number of approvers based on the amount claimed.
Have your employees avail their self-service to choose the claim type, provide the claim details such as bill number, amount, upload necessary documentation and submit for approval.
Processed for payroll
Depending on the claim type the eligibility and formulas for approval the claim will be routed the respective approvers and processed for payroll.