A benefit claim is reviewed and paid
Who is involved
| Role | What they do |
|---|---|
| Employee | Files a claim with a receipt. |
| HR manager | Approves, rejects or marks it paid. |
Step by step
- Employee
Opens My benefits and files a claim.
What they see:The claim shows as submitted.
- HR manager
Opens the benefits claims list and reviews the claim and receipt.
What they see:Claim amount, plan and ageing.
- HR manager
Approves the claim, or rejects it with a reason.
What they see:Status becomes approved or rejected.
- HR manager
Marks an approved claim as paid once the money has gone out.
What they see:Status becomes paid.
- Employee
Checks My benefits.
What they see:The final status of the claim.
Who is told what
The employee is notified when the claim is approved, rejected or marked paid.