Adding a Claim Request on Behalf of an Employee

Helpful Hint

Please note that claims are referred to as expenses, or expense claims in the payroll platform.

All you need to do in order to add a claim request on behalf of an employee is to click on the 'Manage Employees' -> 'Expenses' tab on your dashboard:


The Employee Expenses screen allows you to view requests, with the ability to filter by:

  • Status
  • Expense Category
  • Date Range
  • Employee
  • Location


You can also edit, approve, decline or delete requests by clicking on the relevant symbols attached to the expense line. When you approve or decline a claim request, an email will be sent to the employee confirming the action:



If you are using HR and Payroll, expense requests are managed via the HR Web Platform and Swag.

Create a single expense line:

To create a new claim request, click on the button in the top right-hand corner that says 'Create Expense Request'.

After doing this, you will be presented with a pop-up requiring the claim details:




The expense request will automatically be included in the next pay run for that employee once it is approved.

Create multiple expense lines:

If you travel for work or like to submit monthly expense reports, it’s handy to be able to submit a single expense claim with multiple line items. This means that only a single claim needs to be submitted and approved so that the claim process can be simplified. You can also attach multiple documents to a single claim so you can keep all your receipts together in a single claim.

Simply click the green '+' button next to 'Line Items' to add multiple expenses:


Managers can be given access to View, Create and Approve claims by going to Payroll Settings -> Manager Users.

Likewise, employees can be given access to create their own claim requests within the Employee Self Service Portal but they must be given access first by going into Payroll Settings -> Employee Portal Settings. 

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