[Version 2.0] How To Download Financial Claim Report In The MySyarikat Website
This page displays claims made by staff in detail.
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Notes: In this section, HR/Admin can also download the claim, cancel the claim application made by the staff and change the status of the staff claim to Approve, Pending or Reject.
Additional Notes:
In the Approved Claim section, it will display how many claims have been made by the staff per the maximum number of claims that can be made by the staff. This section will also display the amount of claim value staff can make.
In the Claim Details section, there will be an explanation of the claim that has been made, the type of claim, the date the claim was made, the amount of the claim made, and proof or document of the claim made. Employees and HR/Admin can download the claim slip, make any changes to the claim, and cancel the claim application.
In the Claim Approval section, HR/Admin who needs to approve the claim applied by the staff will be displayed. HR/Admin can fill in the Approval Remark column (if necessary) and can set the claim to Approve, Pending, or Reject.
To download the Financial Claim Report, HR/Admin can refer to the steps below:
Step 1: Click Approval
Step 2: Click Claim
Step 3: Click Financial Claim
Step 4: Click Claim Report
Step 5: Fill in the desired information in the Date Period, Department, Employee, Claim Type & Claim Status column
Step 6: Click Filter
Step 7: Click Download
Step 8: Click on Download as Excel or Download as PDF
Notes: This page displays financial claim slips made by staff
)Notes: In this section, HR/Admin can also download the claim, cancel the claim application made by the staff and change the status of the staff claim to Approve, Pending or Reject.
Additional Notes:
In the Approved Claim section, it will display how many claims have been made by the staff per the maximum number of claims that can be made by the staff. This section will also display the amount of claim value staff can make.
In the Claim Details section, there will be an explanation of the claim that has been made, the type of claim, the date the claim was made, the amount of the claim made, and proof or document of the claim made. Employees and HR/Admin can download the claim slip, make any changes to the claim, and cancel the claim application.
In the Claim Approval section, HR/Admin who needs to approve the claim applied by the staff will be displayed. HR/Admin can fill in the Approval Remark column (if necessary) and can set the claim to Approve, Pending, or Reject.
To download the Financial Claim Report, HR/Admin can refer to the steps below:
Step 1: Click Approval
Step 2: Click Claim
Step 3: Click Financial Claim
Step 4: Click Claim Report
Step 5: Fill in the desired information in the Date Period, Department, Employee, Claim Type & Claim Status column
Step 6: Click Filter
Step 7: Click Download
Step 8: Click on Download as Excel or Download as PDF
Notes: This page displays financial claim slips made by staff
Updated on: 23/02/2024
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