Configuration
Configuring the Claims Management Module follows a strict 5-phase dependency chain. Expense categories and employee grade structures must be established before entitlement caps or approval routing rules are enabled.
Configuration Dependency Chain
Warning
Employee profiles and job grades must exist in Core / HR before setting up claim entitlement caps or approval hierarchies. Always complete setup phases in order.
Phase 1: Expense Categories
What you are doing: Defining claim categories (Medical, Travel, Entertainment, Mileage) and mapping GL expense accounts.
| Setup Task | Required Applet |
|---|---|
| Expense Category & GL Account Mapping | Claim Applet / Finance Setup |
| Mileage Distance Rates & Fuel Rules | Claim Applet |
Phase 2: Employee Entitlements
What you are doing: Configuring annual claim balance caps and per-claim limits based on employee job grades.
| Setup Task | Required Applet |
|---|---|
| Job Grade Entitlement Caps Setup | Claim Cycle Applet |
| Employee Benefit Balances & Allocations | Claim Cycle Applet |
Phase 3: Approval Matrices
What you are doing: Mapping department manager sign-offs, multi-tier threshold approvals, and delegation rules.
| Setup Task | Required Applet |
|---|---|
| Department Manager Approval Routing | Claim Applet |
| Multi-Tier Finance Threshold Sign-offs | Claim Cycle Applet |
Phase 4: Finance & GL Mapping
What you are doing: Mapping Accounts Payable clearing ledgers, bank disbursement rules, and tax deductibility splits.
| Setup Task | Required Applet |
|---|---|
| Employee Accounts Payable (AP) Ledgers | Financial Accounting Configuration |
| Tax Deductibility Split Configuration | Financial Accounting Configuration |
Phase 5: Test & Validate (Smoke Test)
Before going live, complete these mandatory verification tests:
- Receipt Scan Test: Upload a sample paper receipt and verify OCR automatically populates date, vendor, and amount.
- Entitlement Limit Test: Submit a claim exceeding employee grade caps and verify the system blocks or flags the violation.
- Approval & Payout Test: Approve a test claim through managerial and finance steps and confirm GL expense posting.