In this article, we will guide you through the steps to create a Claim Type for Admins. This is a fundamental setup that ensures the Claim Type can be assigned to employees and used correctly for claim submissions.
Setting up Claim Types properly helps streamline the approval process, reduce errors, and maintain accurate records across your organisation.
This article contains:
Steps to Create a Claim Type
From the left-hand navigation panel, go to Claims and click Claim Types.
Click + Claim Type to create a new one.
Enter the Name of the Claim Type along with a clear Description for easy reference. This helps employees understand what the claim is for and submit it correctly.
Click Create. You will see that the Claim Type has been created successfully.
Once created, click the eye icon to set up the Claim Type Details.
Setting Up the Claim Type Details
After clicking the eye icon, you will be directed to the Claim Type Details page.
a. Editing Claim Type Details
If you would like to edit the Claim Type’s Name or Description:
Click Edit Details.
Make the necessary changes.
Click Update.
b. Setting Up Categories
You may add specific categories under each Claim Type to organise different expense types. For example, if you are creating a Meal or Food claim category, you may wish to break it down into specific meal types such as Breakfast, Lunch, and Dinner.
Click the + icon to create a category.
Enter the following:
a. Category Name.
b. Apply to all existing schemes: When checked, this category will automatically be assigned to all existing schemes under this Claim Type.
c. Category setting will follow the claim setting: Tick this checkbox if you would like each category to follow the overall Claim Type settings.
Click + Claim Category if you would like to create additional categories.
c. Setting Up Schemes
Schemes can be assigned on a per-employee basis.
a. Limit Scheme Name: Enter a name for the limit scheme.
b. Currency: Select the currency for the limit scheme. Currently, only SGD is supported by default.
c. Description: Enter a description to help identify the purpose of the claim limit scheme.
d. Claim Category: Select the claim category you created earlier from the dropdown list.
e. Assigned Company(s): Select the company or companies that will use this limit scheme.
f. Claim Type Limit: Click + Claim Type Limit to add one or more claim type limits under the scheme.
Click + Scheme if you would like to create more schemes.
d. Setting Up Claim Type Limits
After creating your Claim Limit Scheme, you can configure claim limits for each claim type. The system also allows you to define different claim limits based on an employee's years of service.
a. Claim Type Limit
Select how the claim limit should be applied:
Each Claim Amount – Limits the amount that can be claimed per submission.
Amount Per Month – Limits the total amount that can be claimed within a calendar month.
b. Enter Claim Limit Amount
Enter the claim limit under the Base column.
Depending on the claim category selected, you can set:
An overall limit for the claim type, or
Individual limits for each category.
For example above, if the Food Claim type includes the categories Breakfast, Lunch, and Dinner, each category will be displayed separately, allowing you to set a different limit for each one.
c. Configure Limits by Years of Service
If employees are entitled to different claim limits based on their years of service, click the + icon to add additional tiers.
For example:
Year 0: $100
Year 1: $200
Year 2: $300
The system will automatically apply the appropriate limit based on the employee's length of service.
d. Add Additional Claim Type Limits
Click + Claim Type Limit to configure limits for additional claim types within the same scheme.
e. Configuring Claim Type Settings
Click Edit Settings to adjust the following configurations:
Proof Requirements
Receipt required
Tick this checkbox if this Claim Type requires a receipt.
Category required
Enable this option if employees must select a claim category when submitting a claim. This is useful when you have multiple categories under the same claim type and want to ensure claims are classified correctly.
+ Add More Attachment
Click + Add More Attachment to define additional supporting documents that employees are required or encouraged to submit with their claims.
For each attachment, you can enter a description to specify the required document and mark the attachment as Mandatory or Optional.
Examples of attachment requirements include: Picture of the receipt, picture of the purchased item or meal, supporting invoice or proof of payment, etc.
You can add multiple attachment requirements as needed for the claim type.
f. Adding Remarks
The Remarks section is flexible and can be customised based on your needs. Admins can use this section to request additional information from employees.
Click + Remark.
Enter the field label (e.g. “Kindly describe the reason for this expense.”).
Click + Remark to add more fields if required.
Click Update once completed.
Well done! You have successfully created a Claim Type. A properly configured Claim Type ensures clarity, compliance, and a smoother approval workflow for everyone involved.
👉 Next, follow the guide here to assign the Claim Types to employees and complete the setup process.
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.