Available for plans : Foundation, Growth, Strength.

The salary structures defined in most organizations will have salary components that are tax exempted based on the claims submitted by the employee. Some of these can be reimbursements have to be claimed so they are paid. 

Employees can make component claims from their My Finances tab in such cases. These component claims can have specific approval chains and as a Payroll Admin or a Global Admin, you can approve these claims. Let's learn how you approve or reject component claims that are made by employees in your organization. 

TABLE OF CONTENTS

• Reviewing pending claims
• Viewing approved claims
• Viewing and managing rejected claims

Reviewing pending claims

To manage the various component claims made by employees, navigate to Payroll (1) from the left navigation pane and select the Component Claims (2) tab. 

Here you can see the various component claims that are pending approval, approved claims, and the claims that have been rejected. 

To review a pending component claim, ensure you're on the Pending (3) tab. 

Select the Pay Group you want to focus on from the filter on top if you have more than one configured. You can also filter the claims for particular components that you want to approve/reject. 

From the various component claims that are visible in the list, find the particular component claim you want to approve or reject. Click on Review under the Actions column to review a claim. 

In the Review Component Claim window, you will be able to see the particulars of the component claim. You can change the value of the Payable Amount and the Payable Payroll Month. Make the changes as you wish.

You can also view the attachment that the employee has submitted to support the claim. Once you've reviewed the details, add a comment and click Approve Claim to approve the claim. if you want to reject the claim, click on Reject. 

This will approve or reject the component claim as per your selection. 

Viewing approved claims

You can view the component claims that were approved in the past in the Approved tab.

Here, you'll find the details of all the past claims that were approved by the Payroll admin or the Global Admin. If the claim is approved but yet to be paid, you can review the claim and make changes to it on this tab by clicking Review under the Actions column.

Once the claim amount has been paid out, you cannot edit any information for these claims. You can view the details of these claims by clicking on View under Actions. 

Viewing and managing rejected claims

You can view the various claims that were rejected in the past under the Rejected tab on the Component Claims page. Here, you can again filter these claims by Pay Group, Component, and the Financial Year in which the claim was made. 

You also have the option of reviewing any of the rejected claims and approving them from this page. To review any of the rejected claims, click on Review next to that claim under the Actions column.

We hope this helped you understand how to view and manage component claims made by different employees! If you have any additional queries, please feel free to get in touch with our product experts.