Bulk assign claim recommender and approver

Modified on Wed, 8 Nov, 2023 at 2:58 PM

1. Click Manage Company on the left sidebar.




2. Navigate to Claim tab.




3. Scroll down until you see Claim Approval Settings.



4. Access either the Claim Approver List or Claim Recommender List and select the Actions button located next to the officer you wish to assign to the employees. Click Assign to Multiple Employee(s)




5. Tick the checkbox of the employee(s) you'd like to assign an officer to.





6. Lastly, click SAVE.




Claim Manager List: This section lists officers who have permission to Manage Claims.

Claim Approver List: This section lists officers who have permission to Approve Employee Claim.

Claim Recommender List: This section lists officers who have permission to Recommend Employee Claim.

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