|
| 1 | +--- |
| 2 | +sidebar_position: 2 |
| 3 | +title: App Usage |
| 4 | +description: An E Claim features in SQL HRMS app guide |
| 5 | +--- |
| 6 | + |
| 7 | +## Dashboard |
| 8 | + |
| 9 | + |
| 10 | + |
| 11 | +- **Claim Status Count Summary**: |
| 12 | + - User's total approved, pending and rejected claims in the current year |
| 13 | + - User can tap on each status to view claims with the respective status |
| 14 | +- **Claim Amount Summary**: User's total amount of pending and approved claims submitted in the current year |
| 15 | +- **Claim Balance Summary**: User’s pending and approved claims on each expenses types by month and by year |
| 16 | + |
| 17 | +## Claim Submission |
| 18 | +**Step 1:** |
| 19 | + |
| 20 | +**Default Claim:** Select expense type, claim date, amount and description |
| 21 | + |
| 22 | +**E-Invoice Claim:** Select attachment that includes a **VALID** E-Invoice QR code |
| 23 | +- User can view the MTD limit, YTD limit and claim balance for each selected expenses type |
| 24 | +- For E-Invoice Claim, post date, ref 1 and ref 2 will be filled in based on the E-Invoice and are not editable |
| 25 | +- User need to allow Camera and Photos (only for iOS device) permission in order to continue the service (refer [Android Permission](../permission.md#android-2) and [iOS Permission](../permission.md#ios-2)) |
| 26 | + |
| 27 | +**Step 2:** Submit |
| 28 | + |
| 29 | + |
| 30 | + |
| 31 | +#### Claim Submission Warning Dialog Box |
| 32 | +The app will help to do the following checkings after user click on the ***'Submit' button***: |
| 33 | + |
| 34 | +1. **Exceed MTD Limit:** Prompts if total submitted amount (including previous submission) exceed the monthly limit of the expenses type |
| 35 | + |
| 36 | +  |
| 37 | + |
| 38 | +2. **Exceed YTD Limit:** Prompts if total submitted amount (including previous submission) exceed the yearly limit of the expenses type |
| 39 | + |
| 40 | +  |
| 41 | + |
| 42 | +:::info |
| 43 | +User can choose to change the claim details by submitting a new claim (***'Reapply' button***) or proceed with the current claim submission (***'Proceed' button***) if exceed monthly limit, but **NOT ALLOWED** to proceed the submission if exceed yearly limit |
| 44 | +::: |
| 45 | + |
| 46 | +#### Claim Submission Sucessful |
| 47 | +The app will prompt this dialog message upon successful submission |
| 48 | + |
| 49 | +1. Successful Dialog Box |
| 50 | + |
| 51 | +  |
| 52 | + |
| 53 | +2. App Notification (Manager side)clai |
| 54 | + |
| 55 | +  |
| 56 | + |
| 57 | +3. Email Notification (Manager side) |
| 58 | + |
| 59 | +  |
| 60 | + |
| 61 | +## Claim Status |
| 62 | +User can view all his claim transactions once enter this page |
| 63 | + |
| 64 | + |
| 65 | + |
| 66 | +- User can apply filter and sorting order to view different claim transaction listing: |
| 67 | + - Filtering options: |
| 68 | + - Expenses type |
| 69 | + - Date range |
| 70 | + - Claim status |
| 71 | + - Sorting options: |
| 72 | + - Date |
| 73 | + - Expenses type |
| 74 | + - Claim Status |
| 75 | +- Type of claim status: |
| 76 | + |
| 77 | + | **Icon** | **Claim Status** | **Remark** | |
| 78 | + | :------- | :--------------- | :--------- | |
| 79 | + |  | Pending Approval | Status after normal employee applied a claim submission | |
| 80 | + |  | Approved | Approved by manager from app and not synced to payroll system | |
| 81 | + |  | Approved (Sync) | Synced and approved on payroll system | |
| 82 | + |  | Rejected | Rejected from app / payroll system | |
| 83 | + |  | Cancelled | Cancelled by user from app | |
| 84 | + |
| 85 | +## Claim Transaction Detail |
| 86 | + |
| 87 | + |
| 88 | + |
| 89 | +- User are allowed to edit the claim transaction details or cancel the claim on **Pending Approval** claims. |
| 90 | +- ***'View Change Log' button***: View change log of the claim |
| 91 | + |
| 92 | +## Team Claim (Manager only) |
| 93 | +Manager can view all claim transactions of his team once enter this page |
| 94 | + |
| 95 | + |
| 96 | + |
| 97 | +- Manager can apply filter and sorting order to view different claim transaction listing: |
| 98 | + - Filtering options: |
| 99 | + - Expenses type |
| 100 | + - Date range |
| 101 | + - Claim Status |
| 102 | + - Branch |
| 103 | + - Department |
| 104 | + - Sorting options: |
| 105 | + - Date |
| 106 | + - Expenses type |
| 107 | + - Claim Status |
| 108 | + |
| 109 | +### Claim Approval |
| 110 | + |
| 111 | + |
| 112 | + |
| 113 | +- Managers can apply different actions on his team’s claim transaction based on the claim status |
| 114 | + | **Claim Status** | **Allowed Actions** | |
| 115 | + | :--------------- | :------------------ | |
| 116 | + | Pending Approval | Approve, Reject | |
| 117 | + | Approved | Undo Approved, Reject | |
| 118 | + | Approved (Sync) | - | |
| 119 | + | Rejected | Approve, Undo Rejected | |
| 120 | + | Cancelled | - | |
| 121 | + |
| 122 | +- ***'View Change Log' button***: View change log of the claim |
| 123 | + |
| 124 | +#### Claim Approval Warning Dialog Box |
| 125 | +The following checkings will be carried out when manager approving a claim: |
| 126 | + |
| 127 | +1. **MTD Claim Over Limit:** |
| 128 | + - The app will prompt this dialog box if total approval amount (including previous claim transaction) already exceed the monthly limit of the expenses type |
| 129 | + - Manager can choose to cancel the claim approval (***'Back' button***) or proceed with the current claim approval (***'Proceed' button***) |
| 130 | + |
| 131 | +  |
| 132 | + |
| 133 | +2. **YTD Claim Over Limit:** |
| 134 | + - The app will prompt this dialog box if total approval amount (including previous claim transactions) already exceed the yearly limit of the expenses type |
| 135 | + - Manager is **NOT ALLOWED** to approve claim transaction that already exceed the year limit |
| 136 | + |
| 137 | +  |
| 138 | + |
| 139 | +#### Claim Comment Dialog Box |
| 140 | +Manager can enter a comment for the claim approval / claim status update (optional) before proceed the updates |
| 141 | + |
| 142 | + |
| 143 | + |
| 144 | +#### Claim Status Update Successful |
| 145 | +The app will prompt a dialog message upon successful update on the claim status |
| 146 | + |
| 147 | + |
| 148 | + |
| 149 | +### Notification |
| 150 | +#### Claim Approval |
| 151 | +User will receive the following notification once manager approves his claim: |
| 152 | + |
| 153 | +1. App Notification |
| 154 | + |
| 155 | +  |
| 156 | + |
| 157 | +2. Email Notification |
| 158 | + |
| 159 | +  |
| 160 | + |
| 161 | +### Claim Approval Failed |
| 162 | +User will receive the following notification if manager failed to approve his claim (exceed year limit): |
| 163 | + |
| 164 | +1. App Notification |
| 165 | + |
| 166 | +  |
| 167 | + |
| 168 | +2. Email Notification |
| 169 | + |
| 170 | +  |
| 171 | + |
| 172 | +### Claim Approval Rejected |
| 173 | +User will receive the following notification once manager rejects his leave: |
| 174 | + |
| 175 | +1. App Notification |
| 176 | + |
| 177 | +  |
| 178 | + |
| 179 | +2. Email Notification |
| 180 | + |
| 181 | +  |
| 182 | + |
| 183 | +## Activity Center |
| 184 | +User can view his and his team’s (manager only) claim transaction updates from the Activity Center (Dashboard | Activity Center (Bell icon on top left)) |
| 185 | + |
| 186 | + |
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