Assigning employees to the appropriate claim types is important to ensure they can submit reimbursement requests successfully. Without proper assignment, employees will not be able to access or submit claims under the selected scheme.
This guide will walk you through the steps to assign claim types to employees.
Why This Is Important?
Claim types must be assigned before employees can submit claims. Proper configuration ensures:
Employees can access the correct reimbursement categories
Claims are submitted under the right scheme
Approval and processing workflows run smoothly
Steps to Assign Employees to Claim Types
Follow the steps below:
Head to Claims > Claim Types
You will see the list of existing claim types
Click the ‘+’ icon next to the eye icon to assign the claim type
Select the relevant scheme
Choose the employee(s) entitled to this claim type, then click Next
Review the list of selected employees along with the assignment details
If all information is correct, click Next
Once successfully validated, click Submit
After submission, the selected employees will be successfully assigned to the claim type and will be able to submit claims under the respective scheme.
You have now learnt how to assign claim types to employees. With the correct setup in place, employees can submit their claims smoothly.
Still exploring? Head over to our Help Centre for more in-depth guides and FAQs.
If you have any questions, feel free to reach out to us at support@gutsyhq.com. We'll get back to you from there.