Assign Claims Reviewer in greytHR: A Step-by-Step Guide
Updated in September- 2024 | Subscribe to watch greytHR how-to video
Assigning a claims reviewer means choosing employee(s) to review the claims employees submit to the company. The reviewer's job is to make sure the claims are real, correct, and follow the company policies. Based on their observation, reviewers can decide whether to approve or reject the claims.
The Claims Reviewer page in the greytHR Admin portal allows you to assign a reviewer for claims submitted by the employees. You can add up to three reviewers as per your requirements. This page displays the existing reviewer details of the employees, such as employee name and reviewer name.
To view the Claims Reviewer page, navigate to Expense Claims > Claims Reviewer.
Assign a claims reviewer
To assign a claims reviewer, perform the following actions:
From the greytHR Admin portal, navigate to Expense Claims > Claims Reviewer.
On the Claims Reviewer page, click Add New. The Add Claim Reviewer form opens.
From the Template dropdown list, select the relevant template.
From the Employee dropdown list, select the employee for whom you want to assign a reviewer.
From the Claim Reviewer 1 dropdown list, select an employee as the first reviewer.
Note: The number of reviewers available in the form depends on your settings.Click Save to assign the reviewer to the selected employee.
Note: You can edit/delete the claims review details using the Edit/Delete icons on the required row.
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