How to Allow Submission of Claim Request with Exceeded Amount or Policy Violated Error
Introduction
Typically companies will have their own rules or policy towards staff's claim for instance a certain amount limit or a cutoff date to claim being set in which staff need to follow in order to submit their claim requests. However, there are times for exceptions of certain claims depending on the situation. In TimeTec Claim, you are able to allow staff to still submit their claim application even though it has violated the claim policy that has been set, for example the claims amount exceeded the preset limit or the submission date has exceeded the cutoff date. Once applicants have submitted their request, any violated amount will be highlighted so that the approver will notice the policy violation when reviewing the application. It will be up to the approver then whether to still approve the request, reject or amend the requested amount (if system settings has been set to allow approver editing upon approving an application). In this article, we will demonstrate how to deal with the policy violated error should you still want to let the staff submit their request to be reviewed by the approver.
Process
1. If applicant encounter an error message stating that “amount exceeded balance” when trying to apply for claim submission, it may be due to the requested amount has exceeded the limit set in the claim policy setting or it could also due to the user is trying to apply claim for the date prior to he’s name has been assigned into the claim policy group.
2. Users may recheck the entered amount if it exceeds the amount limit that has been set. In case that your company would like to allow for submission but any of the claim policy violated amount will be highlighted or if it was due to the date applied is of the date before using the system, to bypass the restriction, system admin may go to Company > System Settings > click on edit for Claim Management section, change the Policy Violation setting to Allow Submission, then save the changes.
3. Users may need to re login into the app to apply his/her request after the changes being made to the system settings. Once the above setting has been configured, submitting the violated claim policy request will highlight the violated section. Clicking on the highlighted amount will show the setting made by the admin.
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