[Version 2.0] How To Update Balance Amount & Annual Limit Of All Types Of Financial Claims For Staff On Claim Policy (Update 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 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=1706994403882


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

To update 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: Click the pencil icon on the desired type of Financial Claim
Step 5: Click Update



Step 6: In the Claim Annual Limit & Claim Balance column, enter the desired amount



Step 7: If the type of Financial Claim is to be set as Unlimited, check Unlimited
Step 8: Click Save




How To Exclude Certain Types Of Financial Claims For Certain Staff

To exclude certain staff from receiving a certain type of Financial Claim, HR/Admin can refer to the following tutorial link:

https://mysyarikat.crisp.help/en/article/version-20-how-to-exclude-financial-claim-for-staff-in-claim-policy-vm7m1w/

Updated on: 05/03/2024