How to Set Claim Approver in TimeTec Claim
TimeTec Claim is a solution that provides convenient employee claim management for various types of companies. First, start by assigning approvers directly to every user and then determine the type of approval needed. There are two methods for adding claim approvers, the first is by a single user, and the second is a batch update.
A. Single User
1. Go to User > Manage user.
2. Select User > Click on Settings (Gear Icon).
3. Go to Approval Method Tab > Click Edit.
4. Select Approval Method. There are 3 types of Approval Method :
i.Specific Sequences: This approval method lets you set the approvers for this employee and its approval sequence. Please note that the approval process will follow the sequence set, which means that the second approver cannot do an approval until the first approver has done his for the employee's expense report.
ii. Flexible Approver: This approval method lets you set the approvers for this employee and its approval sequence. Note that the approval method will follow the specific sequence method if more than one approval is selected.
iii. Auto Approve: This approval method will auto-approve all claim applications submitted by this user.
5. For Specific Sequences Approval Method, you can add more than one user as approver by clicking the Add More (+ symbol) > Submit.
B. Batch Update
1. Repeat step A (1) > Select User > Click Batch Update > Change Approval Method.
2. Select Approval Method > Select Approver > Click + Symbol to Add More than 1 approver > Submit.
TimeTec Leave - How to Set a User as a Leave Approver
Introduction TimeTec Leave is a solution that provides convenient employee leave management for various types of companies. Using TimeTec Leave, you need to start by assigning approvers directly to every User and subsequently, determine the type of ...
Manage System Roles in TimeTec Claim
Introduction TimeTec Claim offers access rights control to authorize users to manage the system roles within the organization. This article will guide you to manage the system role and add admin(s) in the TimeTec Claim efficiently. By default, there ...
How to Approve Claim via Web and Mobile Application in TimeTec Claim
Introduction Expense claims are submitted by employees to claim back costs that they have personally paid for in relation to their work on behalf of their employer. Claims might be for fuel, food expenses, other travel expenses like train or taxi ...
Creating And Choosing The Right TimeTec Claim Type Category
Introduction Every organization has its own set of claim types that employees are entitled to. This guideline will show you how to create claim types, set its category, and create claim codes. Claim Code: You can set up claim code by going to COMPANY ...
How to Add New Users in TimeTec Claim
Introduction In TimeTec Claim, users with Master or Admin roles can add new users into the system. There are two ways to add users: first, by using the Add User (add one user only) and second, Import User using Excel file (add multiple users). This ...