[Version 2.0] How To Apply Financial Claim On The Website
Additional Notes For HR/Admin
In the Version 2 website, HR/Admin can make a Financial Claim application for staff. Make a Financial Claim application as usual. Then in the Requestor column, enter the desired staff name
If the following display comes out, it means that the balance or Entitlement Financial Claim for the requested Financial Claim is insufficient or RM0.00
HR/Admin can review & change the following sections:
i. Claim Policy (Employee Details) of the staff. HR/Admin can refer to the following tutorial link:
https://mysyarikat.crisp.help/en/article/version-20-how-to-check-the-balance-amount-annual-limit-of-all-types-of-financial-claims-for-staff-in-claim-policy-1uezq7u/?bust=1706994701056
https://mysyarikat.crisp.help/en/article/version-20-how-to-update-updateedit-balance-amount-annual-limit-of-all-types-of-financial-claims-for-staff-on-claim-policy-1l0eu52/?bust=1706995915205
i. System Setting > Claim > Financial > type of claim. HR/Admin can refer to the following tutorial link:
https://mysyarikat.crisp.help/en/article/version-20-how-to-setup-financial-claim-financial-claim-setup-on-system-setting-claim-financial-yqkzmd/?bust=1706995801518
How To Apply Financial Claim On The Website
To apply for a Financial Claim on the MySyarikat website, HR/Admin/Staff can refer to the following steps:
Step 1: Click Apply
Step 2: Click Claim
Step 3: Click Financial Claim
Step 4: In the Requestor column, enter the desired staff name
Step 5: In the Claim Date column, enter the desired date
Step 6: In the Particulars column, enter the desired information (if there is none, you can enter the symbol - or 0)
Step 7: In the Claim Type column, enter the desired type of Financial Claim
Step 8: In the Claim Amount column, enter the desired Financial Claim amount
Step 9: In the Remark column, enter the desired information (if there is none, you can enter the symbol - or 0)
Step 10: In the Supporting document column, enter the desired file (if necessary)
Step 11: Click Apply Now
How to Apply for a Financial Claim in the MySyarikat App
To apply for a Financial Claim in the MySyarikat app, HR/Admin can refer to the following tutorial link:
https://mysyarikat.crisp.help/en/article/version-20-apply-financial-claim-in-the-mysyarikat-app-qmdpel/?bust=1706996018928
In the Version 2 website, HR/Admin can make a Financial Claim application for staff. Make a Financial Claim application as usual. Then in the Requestor column, enter the desired staff name
If the following display comes out, it means that the balance or Entitlement Financial Claim for the requested Financial Claim is insufficient or RM0.00
HR/Admin can review & change the following sections:
i. Claim Policy (Employee Details) of the staff. HR/Admin can refer to the following tutorial link:
https://mysyarikat.crisp.help/en/article/version-20-how-to-check-the-balance-amount-annual-limit-of-all-types-of-financial-claims-for-staff-in-claim-policy-1uezq7u/?bust=1706994701056
https://mysyarikat.crisp.help/en/article/version-20-how-to-update-updateedit-balance-amount-annual-limit-of-all-types-of-financial-claims-for-staff-on-claim-policy-1l0eu52/?bust=1706995915205
i. System Setting > Claim > Financial > type of claim. HR/Admin can refer to the following tutorial link:
https://mysyarikat.crisp.help/en/article/version-20-how-to-setup-financial-claim-financial-claim-setup-on-system-setting-claim-financial-yqkzmd/?bust=1706995801518
How To Apply Financial Claim On The Website
To apply for a Financial Claim on the MySyarikat website, HR/Admin/Staff can refer to the following steps:
Step 1: Click Apply
Step 2: Click Claim
Step 3: Click Financial Claim
Step 4: In the Requestor column, enter the desired staff name
Step 5: In the Claim Date column, enter the desired date
Step 6: In the Particulars column, enter the desired information (if there is none, you can enter the symbol - or 0)
Step 7: In the Claim Type column, enter the desired type of Financial Claim
Step 8: In the Claim Amount column, enter the desired Financial Claim amount
Step 9: In the Remark column, enter the desired information (if there is none, you can enter the symbol - or 0)
Step 10: In the Supporting document column, enter the desired file (if necessary)
Step 11: Click Apply Now
How to Apply for a Financial Claim in the MySyarikat App
To apply for a Financial Claim in the MySyarikat app, HR/Admin can refer to the following tutorial link:
https://mysyarikat.crisp.help/en/article/version-20-apply-financial-claim-in-the-mysyarikat-app-qmdpel/?bust=1706996018928
Updated on: 03/02/2024
Thank you!