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Setup - Claims Policy Configurations

Setup Claim Policy Configuration

Image 1

To ImportAdd fromNew IESClaim &Policy iHRSConfigurations

Step 1: Click [+ CreateAdd New Process]New] at the topbottom-left corner of the page, as shown in Image 1. The following popup will appear, as shown below.

Step 2: Fill up the Company, Pay PeriodYear, DataEntitlement CategoriesType, to ImportStatus and anyClaim RemarksPeriod. ToNext, savefill yourup changes,the clickEntitlement [Proceed].Proration Else,Formula, clickClaim [Cancel]Submission Setting, Instant Claim Settings and Tax Code Settings.

Step

3: To add a new Tax Code, click the [+Add Tax Code] button at the bottom-left corner of the page.

To Mass Sync/ Mass Close/ Mass Delete

Step 1: Select the Year, and all the entries from that particular year will be displayed in the table as shown in Image 1. Select the entries that you would like to Sync, Close or Delete.

Step 2: Once done with the selection, click [Mass Sync] to sync all the selected entries, or click [Mass Close] to close all the selected entries, or click [Mass Delete] to delete all the selected entries.