How do I create and view my benefit claim?

Click on My Benefit View under Benefit section and the following image will appear.

You can use the Search Criteria section to search for the Benefit claim you request. You can search base on the Claim Date (From) and Claim Date (To), Status, and Ref No. (all box in red as shown in the image below). After entering all the data, click on the Search button (box in orange as shown in the image below).

To create on a new Benefit view, click on the Add button (box in red as shown in the image below).

After clicking on the Add button, the following image will appear.

Under the User Information section, ensure that the name in Issue For is correct. If the data in the red box as shown in the image below is wrong, click on it and search for the employee's name you want to claim for. As you change the name in the Issue For data, the data all box in green will change base on the name you have selected.

Under the section below the Header of Benefit Claim, you can key in the details of the claim. The following table shows the details of each data that should be keyed in (all box in red as shown in the image below)

Data to be filled in	Description
Receipt Date	Date stated on the receipt
Benefit Type	Type of benefit type that you want to apply for
Description	Describe the benefit claim you are creating
Currency & Amount	The amount that you want to claim
Tax Inclusive	To be checked if the amount that you claim is inclusive of tax

After filling in all the data that is stated in the table, you can upload the receipt by clicking on the Browse button (box in purple as shown in the image below). The upload of the receipt is optional. After entering all fields, click on the Add Item button (box in black as shown in the image below) to save the data. Please note that in order to successfully create a benefit claim, you must set up a route matrix for benefit. To set up the route matrix, you can go to Route Matrix under Approval in the Setting page. You can also click on the Clear button (box in orange as shown in the image below) to delete all data.

After clicking on the Add Item button, the table box in red as shown in the picture below will be automatically uploaded. You can add as many claims that you want.  If there are data that are wrong, you can click on the Edit hyperlink (box in purple as shown in the image below) located in the last column to change the data. If you want to delete any of the items, click on the checkbox (box in orange as shown in the image below) and click on the Delete Items button (box in black as shown in the image below).

Scroll down to the bottom of the page to click on the Save button (box in orange as shown in the image below) to save the claim. Please note that all saved data will not be submitted. To submit your claim, please click on the Submit button (box in green as shown in the image below). Click on the Close button (box in black as shown in the image below) to leave this page without saving any data.

After clicking on the Submit button, an email will be to the approver's email. All claims that have been requested previously will appear in the table (box in red as shown in the image below). You can use this page to check the latest status of the claim.

There are 7 different types of status shown in the table below