What you'll learn
Claim Management Course
Overview
This course provides a practical overview of the Claim Management module in an HRMS. It covers both configuration and operational processes involved in managing employee claims. Participants will learn how to define claim types and sub-types, set eligibility rules based on job, grade, or position, and manage claim workflows initiated by employees or administrators. The course also includes finance-related tasks such as invoice and payment processing, along with tracking claim balances to ensure accurate and compliant reimbursement practices. Ideal for HR, admin, and finance teams involved in claims processing. 
Course Objectives
- Configure claim types, sub-types, and eligibility based on grade, job, or position.
- Process claim requisitions and submissions by employees and admins.
- Manage finance workflows for invoice generation and payments.
- Maintain accurate claim balances and histories for compliance and auditing.
1: Configuration:
- Claim Types
- Claim Eligibility
2: Claim Processes
- Claim Requisition and Submission by Employee
- Claim Requisition and Submission by Admin
- Invoice and Payment Generation by Finance
- Managing Claim Balances and Historical Usage
Course Screen Information:
1: Configuration:
- Claim Types
- Claim Eligibility
2: Claim Process Screens:
For Employee:
- Claim Requisition ESS
- Claim Submission ESS
For Admin:
- Claim Requisition Admin
- Claim Submission Admin
For Finance:
- Claim Requisition Finance
- Claim Submission Finance
Free
This course include
- 3 Lectures
- Full lifetime access