This guide will assist you in setting up various types of claims in your company by providing a checklist of items required for the creation of a new claim type.
Checklist of items / information required when it comes to setting up claim types in a company:
i) Code
- A code used to identify the type of the claim. Usually in a form of short form, example; code for 'Parking Claim' could be 'Park', code for 'Marketing Claim' could be 'Mkt'.
ii) Description
- A description is the full description of the leave type, usually used to describe the leave. Example; Description for 'Park' could be 'Parking Claim', description for 'Mkt' could be 'Marketing Claim'
iii) Is Limited to Defined Amounts?
- To determine whether the claim has a limitation to it. If yes, tick it and the limitations / entitlements can be set in Entitlement Group.
iv) Attachment is Required for Claim Submissions?
- To determine whether the an attachment is required during the claim submission process. If yes, tick it and system will prompt the user an error message upon submission if they attempt to submit the claim without an attachment.
v) Index
- Numbering, usually auto filled in by system.
vi) Title
- Name / Title of the information you would like to acquire from user, example : 'Date'
vii) Type
- To determine the type of data. There are generally four types of data:
a) Date : (dd/mm/yyyy)
b) String : A sequence of characters, can be alphabets, numbers or a mixture of both.
c) Number : A sequence of numbers only.
d) Boolean : Only 'True' & 'False' option.
viii) Is Required
- To determine whether that field is required for employees to fill in any information during submission process.
ix) Amount (Formula)
- To preset a formula for calculation purpose during submission process.
END OF GUIDE