Course

Claims Management

Claim Management

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.Shape

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. 

Course Content

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 

Shape

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 

 


					

					
					  Available Language : English					   Lectures : 0 
				

				
 

				

			

		

	

	

		
 
			
 
				
 
					

						
 What you'll learn 
 
						
Claim Management
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.Shape
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. 
Course Content
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 
Shape
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 
 

					

					

						
 Course content
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								TOOLKIT 
								

								

								

													
 HRM207 - Claim Manangement Quiz  

													
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																Claims Management							

							


								
Free 
 
									
 This course include 

											
     
												
  •  0 Lectures
    • 
												
  •  Full lifetime access
    •