[Version 2.0] How to Setup Financial Claim Approval (Approval Claim Setup) In System Setting & Employee Details

Additional Notes For HR/Admin

In the Version 2 website, the HR/Admin side has the option to set Financial Claim Approval at System Setting > Claim > Financial or at Employment (Employee Details)

If Financial Claim Approval will approve the claim (approve claim) for all staff, HR/Admin can set it at System Setting > Claim > Financial



If Financial Claim Approval will approve the claim (approve claim) for a few staff, HR/Admin can set it to Employment (Employee Details)



All User Roles except Employee can be set as Financial Claim Approval. If Financial Claim Approval is an Employee User Role, HR/Admin needs to change the Financial Claim Approval User Role to another User Role first. HR/Admin can refer to the following tutorial link for how to change User Role:

https://mysyarikat.crisp.help/en/article/version-20-user-role-in-mysyarikat-system-1e07gn0/


How to Setup Financial Claim Approval

a) On System Settings

To set Financial Claim Approval on System Settings, HR/Admin can refer to the following steps:

Step 1: Click System Settings
Step 2: Click Claim
Step 3: Click Financial
Step 4: In the First Level Approval column, enter the desired staff name
Step 5: In the Second Level Approval column, enter the desired staff name (if necessary)
Step 6: Click Save Changes




b) On Employment (Employee Details)

To set Financial Claim Approval on Employment (Employee Details), HR/Admin can refer to the following steps:

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



Step 3: Click Employment



Step 4: Click Update
Step 5: In the Claim Supervisor section, in the First Approval column, enter the desired staff name
Step 6: In the Claim Supervisor section, in the Second Approval column, enter the desired staff name (if necessary)
Step 7: Click Save

Updated on: 07/02/2024