[Version 3.0] How to Setup Expenses Claim Approval in System Setting & Employee Details (Setup Expenses Approval Claim)

1. Additional Note for HR/Admin

In Version 3 of the website, HR/Admin has the option to set up Expenses Claim Approval in System Setting > Claim > Expenses or in Employment (Employee Details).

If the Expenses Claim Approval will approve claims for all staff, HR/Admin can set it in System Setting > Claim > Expenses.




If the Expenses Claim Approval will approve claims for specific staff, HR/Admin can set it in Employment (Employee Details).




Any User Role except Employee can be assigned as Expenses Claim Approval. If the Expenses Claim Approval is currently set to the User Role Employee, HR/Admin must first change the User Role of the Expenses Claim Approval to another User Role.

2. How to Set Up Expenses Claim Approval

a) In System Setting

To set Expenses Claim Approval in System Setting, HR/Admin can follow these steps:

Step 1: Click System Setting.
Step 2: Click Claim.
Step 3: Click Expenses.
Step 4: In the First Level Approval field, enter the desired staff name.
Step 5: In the Second Level Approval field, enter the desired staff name (if needed).
Step 6: Click Save.




b) In Employment (Employee Details)

To set Expenses Claim Approval in Employment (Employee Details), HR/Admin can follow these steps:

Step 1: Click Employee.
Step 2: Click the Eye icon next to the desired staff name.




Step 3: Click Employment.




Step 4: Click Edit.
Step 5: In the Claim Supervisor section, under First Approval, enter the desired staff name.
Step 6: In the Claim Supervisor section, under Second Approval, enter the desired staff name (if needed).
Step 7: Click Save.

Updated on: 19/03/2025