[Version 3.0] How to Update Balance Amount & Annual Limit of All Financial Claims for Staff in Claim Policy (Update Claim Policy)

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



Step 6: If the type of Financial Claim is to be set as Unlimited, check Unlimited



Step 7: Click Save

Updated on: 17/03/2025