Web Claim Process (Employee)

Modified on Tue, 7 Jan at 12:37 PM

Expense > My Expenses


The Web Claim Process in KAMI Workforce simplifies expense management, enabling employees to easily submit, track, and manage expense claims online. This feature ensures accurate documentation and transparency, streamlining approvals and saving time for faster reimbursements.



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Steps to Submit an Expense Claim


1.  Access the My Expenses and click the Submit Claim button to access the form. 



2. Fill up the necessary information for your claim. 



Key FieldDescription
Cost Center

Select Profile or Expense Type if applicable, or leave blank if not needed.

Attachments

Upload a receipt or required documentation (max size: 5MB).

Approvers

View the list of approvers to monitor the claim’s progress.

Shared Cost

Shows the employee's contribution shared for reimbursement.

Attendee Limits

Specify the number of clients/employees present to determine claim limits.

Comment

Add notes for the approver's reference.



Fields marked with an asterisk (*) are mandatory and must be completed before submission.


3. Click the Calculate button to determine the final reimbursable amount based on the provided details.


4. Once all details are complete, click Submit to finalize your claim.

  • A confirmation message will appear, indicating successful submission.
  • The claim will then be displayed in your My Expense dashboard for tracking and approval.

Claims 

Once submitted, access the Claim dashboard to view your claim's status. 


Use this dashboard to stay updated on your claim’s progress, from pending to approved or rejected, and maintain an organized view of all submitted claims.




Tracking Claims in the Dashboard

  • Use the Claims Dashboard to monitor the status of your expense claims, from Pending to Approved or Rejected.
  • Keep track of all submitted claims in one organized view for easy reference.



For additional assistance, please contact your administrator or write to support@kamiworkforce.com



That's it! - Submitting Claim Complete!

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