How to set multiple layers of approval for claim applications?

Modified on Tue, 05 Mar 2024 at 05:31 PM

1. Login as user who has Manage Claims permission to be able to access company claim setting.

2. Go to Manage Company

3. Navigate to the Claim Info tab

4. Click the expand arrow on the right of Claim Approval Setting section to expand it then click Edit.

5. Set the number of claim approver(s) and recommender(s) then click Save.


  • Once the "claim approval setting" is configured, you will need to set the approving and recommending officers of the employees accordingly.

For example, if you've set 2 approvers and 2 recommenders, you will have to select 2 approving officers and 2 recommending officers in the staff claim settings.

  • Claim approval workflow will be: Creation > Draft > Pending for Approval > Approved

  • When an employee submits a claim application, the status will be in Draft, then they need to submit it for approval. The claim application status will only be changed to "Approved" once all the approvers and recommenders assigned to the employees has approved/recommend the claim application.

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