HeroForce employees can submit claims in the Employment Hero Work app in the same way as any other employee. You can use the claim submission feature on the Employment Hero Work app to send through a claim request for approval, with the ability to specify the date it occurred, the amount, the tax code, and location. You can also use this feature to edit a claim and cancel a submission that is no longer required.
Helpful Hint
If claims management is one of your most commonly used features, then this will appear on the Employment Hero Work home screen as a shortcut for easy access.
Important
Please note that claims are referred to as expenses in the Employment Hero Work app.
Add a claim
- Log in to the Employment Hero Work app.
- Tap on the Work icon.
- Tap on Claims on the menu bar along the top of the screen.
- Tap on the plus icon just below the menu bar.
- If you have a receipt, tap the plus icon for Receipt to Scan. This will automatically populate Date of purchase, Supplier, Amount paid, and Includes tax of. You can still edit these fields before submitting.
- You can also simply complete the following fields:
- Date of purchase.
- Claims category.
- Cost centre.
- Supplier.
- Additional purchase details (optional).
- Currency.
- If you choose a foreign currency that is different from the default currency of your organisation, a "Reimbursement" field will appear near the bottom of your screen. It will automatically convert the amount of your purchase into your default currency. The exchange rate will be based on the date of purchase.
- Amount paid.
- Includes tax of.
- Tap Submit on the bottom part of the screen.
- On the My Claims page, expenses submitted under foreign currencies will have a globe icon beside them.
Edit a claim
- Log in to the Employment Hero Work app.
- Tap on the Work icon.
- Tap on Add and check your expense claims on the Work home screen.
- Tap on the claim you wish to edit.
- Edit your required details in the following fields:
- Claim date
- Claim category (e.g. reimbursement, new claim, etc)
- Location
- Notes
- $ Amount
- Tax code (then tax rate)
- Attachment of your tax invoice or receipt.
- Tap Submit.
Delete a claim
- Log in to the Employment Hero Work app.
- Tap on the Work icon.
- Tap on Add and check your expense claims on the Work home screen.
- Tap on the claim that you wish to delete.
- At the bottom of the claim, tap the Delete claim button.