Introduction

Every organization has its own set of claim types that employees are entitled to. For someone who always travels, mileage claim has been synonymous with their monthly routine. This guideline will show you how to create claim types that can link with your GPS clocking.

Process  

1. Create a claim type with Category Mileage. Go to Claim Settings > Claim Type > search for Mileage Claim Type. Set the claim rate accordingly based on your requirements. (Make sure the category is ‘Mileage’)

2. After successfully creating the mileage claim type, we need to assign it to the users. It can be done in two methods, the first one is by ‘Policy Assign’:

i) Set the mileage claim type into a Claim Policy, and then you can assign it to the users you choose by clicking the ‘Add User’ button.

ii) Set the mileage claim type to a single person, go to User > Manage User > Settings (gear icon) of that specific user. Go to the ‘Policy’ Tab and click on the ‘+’ button to add a new claim type. 

Tick on Claim type Mileage and Click Submit.

That’s it, we have done the setup process to add the ‘Mileage’ claim type to Users. 

3. Now let’s run a simulation test for the mileage claim request. Select the date of travel.

4. At the ‘Mode’ selection, choose ‘Clock In Location’.

5. Then click on the ‘Calculate’ button to view the GPS clocking list.

6. The GPS clocking listed will be based on the date that you selected. To calculate the distance between one point to another, you need two GPS clockings. You may click on the X button to remove the irrelevant locations. Once done, click on the ‘Calculate’ button to proceed. 

7. The total distance of the two locations selected will be shown. Click ‘Confirm’ to proceed.

8. The app will automatically show the total distance with the claimable amount. Double-check the details before proceeding.

9. That’s it! You may proceed to submit the claim request.