Available for the following HR plans: Premium, Platinum
Available for the following user access levels: Manager , Admin
The Claim Management feature allows you to review and approve employee-submitted claims, either individually, or in bulk, and approve expenses that require additional information before being processed. You can also mark claims as paid, download a CSV file of your claims, edit the information provided, and delete any unnecessary submissions.
Getting started
Warning
You will need to add expense categories in your payroll platform first for items to sync to your HR platform. See this article for instructions how to add expense categories in payroll and watch this video.
Daily activities
Important
For HR and payroll-connected organisations, an expense will sync to your payroll platform once it has been submitted in the HR platform. It appears on the Expense Management page and will be paid in the next pay run.
- Log into your HR platform.
- Click the Pay menu.
- Click the Management submenu.
- Click the Actions button.
- Click the Approve button.
- Click the Approve button.
- Click the Got It button.
Helpful Hint
If you are an HR and payroll user, once you have approved a claim, this will automatically sync to your payroll account. Once you see the claim in your payroll account, lock the claim in your payroll account so no further changes can take place.
Important
For HR and payroll connected organisations, a claim will sync to your payroll platform once it has been approved in the HR platform. It appears in the Expense Management page and will be paid in the next Pay Run.
- Log into your HR platform.
- Click the Pay menu.
- Click the Management submenu.
- Select the claims that need approving.
- Click the Actions button.
- Click the Approve Selected button.
- Click the Approve button.
- Click the Got It button.
Helpful Hint
If you are an HR and payroll user, once you have approved a claim, this will automatically sync to your payroll account. Once you see the claim in your payroll account, lock the claim in your payroll account so no further changes can take place.
Editing and changing data
Removing data
- Log into your HR platform.
- Click the Settings menu.
- Under Payroll Settings, click the Claim Categories submenu.
- Toggle the Sync expenses to payroll button off.
Helpful Hint
You have now disabled the option to sync your claims to your payroll platform. The switch is grey when the sync option is disabled, as shown in the photo below. To enable the feature again, you can simply toggle the switch on.
Further information
Below are a few points around who can approve an expense claim:
- Primary and secondary managers can approve their reports for claims.
- Users with admin access will also be able to approve claims.
- An admin user cannot approve their own claims.
- A user with owner access is the exception to this, and they can approve their own claims and all the see all the claim information.
- Admins and direct managers will receive expense notifications triggered from Employment Hero. At this stage, it is not possible to edit which admins and managers receive the expense notification emails.
Explore related content
- How do I manage leave via the HR platform This feature allows you to approve or decline employee-submitted leave requests, with the ability to see their leave balance and any conflicting leave requests.
- Employee benefit allowances | HR Web Platform This feature allows you to create a new benefit category, edit the information if it changes, and delete the record if it is no longer relevant.
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