[Version 2.0] How To Check The Balance & Annual Limit Of All Types Of Financial Claims for Staff On Claim Policy (Check Claim Policy)

How to Check All Types of Financial Claims for All Staff on Claim Policy in Employee Details Staff

To check all types of Financial Claims for each staff, HR/Admin can refer to the following steps:

Step 1: Click on Employees
Step 2: Click the eye icon on the desired staff



Step 3: Click Claim Policy
Step 4: Check the Financial Claim amount in the Annual Limit & Balance column



Note: HR/Admin must ensure the balance amount & Annual Limit Financial Claim according to the formula below:
1. The value in "Balance" must be smaller than the value in "Annual Limit"
2. The value in "Annual Limit" must be greater than the value in "Balance"
3. The value in "Balance" & "Annual Limit" is the same


How to Update (Update/Edit) All Types of Financial Claims for All Staff on the Claim Policy in Employee Staff Details

To update (update/edit) the type of Financial Claim for each staff, HR/Admin can refer to the following tutorial link:

https://mysyarikat.crisp.help/en/article/version-20-how-to-update-balance-amount-annual-limit-of-all-types-of-financial-claims-for-staff-on-claim-policy-update-claim-policy-1l0eu52/?bust=1709625726932

Updated on: 05/03/2024