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Add a pre-approved claim from the day drawer

Managers can add a claim directly for an employee's day from the Timesheets day drawer. Claims added this way are pre-approved.

Updated

Steps

  1. Open Timesheets and select the employee's day to open the day drawer.
  2. Open the Assign menu and choose Add Claim.
  3. Choose the claim type, enter the amount and details, and save.

A claim added by a manager this way is pre-approved and doesn't need a separate review.

More in Claims and allowances

  1. Add a pre-approved claim from the day drawer
  2. Apply for a claim on the web
  3. Assign an allowance to a day or shift
  4. Attach an allowance to a shift code
  5. Give an employment type a recurring allowance
  6. Remove an unpaid claim or allowance
  7. Review pending claims
  8. Set up allowance types
  9. Set up claim types