Claim Management
Handle employee expense claims and reimbursements. Replace paper receipts, email submissions, and manual tracking spreadsheets.
What this feature does
Claim Management simplifies expense claims and reimbursement tracking.
Employees submit expense claims with receipt photos
Categorize expenses (travel, meals, supplies, etc.)
Manager approval workflow with one-click approve/reject
Track claim status from submission to reimbursement
Generate expense reports by period, department, or category
Set spending limits and policies
When should you use this feature?
Employees email receipts and they get lost
Finance team manually enters expenses into spreadsheets
No clear approval process for expense claims
Reimbursements are delayed because claims pile up
No visibility into company spending by category
Problems this feature helps solve
Paper receipts get lost
Digital receipt capture and storage
Claims submitted via email get forgotten
Centralized claim inbox with status tracking
Manual data entry for finance
Automated expense recording
Unclear claim status
Real-time status visible to employee
No spending visibility
Reports by category, department, period
How this fits into TalentHR
Claim Management connects with other TalentHR features:
Employee Records
Claims linked to employee profiles for complete expense history
Mobile App
Submit claims with camera directly from phone
Announcements
Announce policy changes for expense claims
Frequently Asked Questions
What expense categories are available?
Default categories included. Add custom categories as needed.
Can I attach multiple receipts to one claim?
Yes. Attach multiple images or documents per claim.
How does approval routing work?
Claims route to employee's manager. Multi-level approval available.
Can I set spending limits?
Yes. Set limits per category.
Does it integrate with accounting software?
Export to Excel/CSV for import into accounting systems.