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.
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.
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.
Setting Up Categories
You may add specific categories under each Claim Type to organise different expense types.
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.
Setting Up Schemes
Schemes can be assigned on a per-employee basis.
a. Enter the Scheme Name.
b. Add a Description.
c. Select the Assigned Company(s).
d. You may also enable the category you have created so that it appears as an option when employees submit their claims.
e. Click + Scheme if you would like to create more schemes.
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.
Allow multiple attachments
Tick this checkbox if employees are allowed to upload multiple attachments.
Note: Each file must not exceed 5MB.
+ Attachment
Click this if you would like to request specific supporting documents.
You can:
Add a description specifying the required document
Mark it as Mandatory by ticking the checkbox
Add more requirements by clicking + Attachment
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.