Scribd
Upload
16 views40 pages

End User Guide (Claims)

Uploaded by

huykha
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
16 views40 pages

End User Guide (Claims)

Uploaded by

huykha
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
You are on page 1/ 40

HRMS

Employee
Training

1
Part I ： Employee Training

• Login Screen
• 1. Claims Module
Login Screen

 Login in the system at https://ap17.bipocloud.com/HTH/login


 Key in the Login ID using your Employee Code (E.g Test001)
 Password (sent to you via email)
Employee
Claim
1. Claims Module

 Select “Finance” module for the claim purpose.


1.1 Claims – Apply Claims

 Click “Claim”—”Apply Claim” to apply claim.


 Select type of the claim.
1.1 Claims --- Apply Claims

 Fill in the claim details.


1.1 Claims --- Apply Claims

 Upload the attachments.


 Save the claim application and submit it.
1.2 Claims --- Claims Record

 After apply claim, you can see records of claim application in Claim Record
1.3 Claims --- Claims Status

 Employee can see the use of the claims and the remaining claim in Claim Status.
1.4 Claims --- Claims Report

 Click Reports and user can select start/end date and approval status to preview or download
his/her own claim records, flexible claim record and claim status.
1.4 Claims --- Claims Report (Sample Claim Report)

PDF form

Excel file
Employee
Mobile Apps
Training
Part I ： Employee Training

• 1. Download Apps
• 2. Login Apps
• 3. Claims
Download Apps (IOS or Android OS)

 In the Apps store (iOS or Android


OS)
 Key in “BIPO HRMS v2” and
download it

 Open Apps
 For first time setup, Key in the
URL or Client Code “ap17.HTH” &
continue.
Login Apps

 Key in the Login ID and


password (same as web
login access details)
Employee
Mobile Claim
Mobile Claim – Apply Claim
 Select “Apply Claim”
 Select the type of the claims.
 Click Next to access claims details section.
Mobile Claim – Apply Claim
 Enter the Receipt date and the claim details.
 Click “Select a file” to browse photo /
document to attach
 Upload the attachment
 Click Save
Mobile Claim – Apply Claim (Submit)
 Click “Add New” to add a new expense
item in same claim form.
 Fill in the claim details.
 Save it and click “Submit”.
Mobile Claim – Claim Record (View)

 Select “Claim Record”.


 Check the record of your claim application in Claim Record whether the application (Pending Approval,
Approve & Rejected)
Mobile Claim – Claim Record (Withdraw / Submit Cancellation)

 the employee can withdraw


their claim application when
the application still in pending
approval

 Employee also can make


cancellation for their claim
application when the
application is approved.
 This cancellation application
need to get approval from
their claim approver.
Mobile Claim – Claim Status
 Select “Claim Status”.
 Employee can check their uses of claim
application and the balance.
Employee
Claim
2.0 Claim

 Select the “Finance” module.


 Click “Claim” for the claim purpose.
2.1 Claim – Apply Claim (on Behalf)

 Change Role to “Manager” & Select Employee


 Click “Claim”——”Apply Claim” to apply Claim.
 When applying claim, you can choose the type of claim.
2.1 Claim – Apply Claim (on Behalf)

 Select Role as Manager.


 Select Employee.
 Select the claim type.
 Fill in the claim details.
 Upload the attachments
(Eg. Receipt)
2.1 Claim – Apply Claim (on Behalf)

 Upload the attachments.


 Save the claim application
and submit.
2.2 Claim – Claim Record (View On Behalf)

 Change Role to “Manager” & Select Employee


 you can see records of claim application in Claim Record
2.2 Claim – Claim Record (View On Behalf)
2.2 Claim – Claim Record (View On Behalf)

 Change Role to “Manager” & Select Employee


 Manager can see the use of claim days and the remaining claim status in Claim Status.
2.3 Claim – Report

 Change Role to “Manager” & Select Employee


 Click Reports and Manager can select start/end date and approval status to preview or download
employee claim records.
2.3 Claim – Report

PDF form

Excel form
Employee
Mobile Claim
(Apply on
behalf)
Mobile Claim – Apply Claim (On Behalf)

 Click “Apply Claim”

 Select Role :
Manager

 Select Employee

 Click “OK”
Mobile Claim – Apply Claim (On Behalf)

 Select Claim Type and enter the


claim details.

*Note : System will auto approve


the claim upon submission (1st
Level Approver) if the Approver is
the employee’s claim approver.
Mobile Claim – Apply Claim (On Behalf)
 Enter the Receipt date and the claim details.
 Click “Select a file” to browse photo /
document to attach
 Upload the attachment
 Click Save
Mobile Claim – Apply Claim (On Behalf)
 Click “Add New” to add a new expense
item in same claim form.
 Fill in the claim details.
 Save it and click “Submit”.
Mobile Claim – Claim Record (View On Behalf)

 Select “Claim Record”

 Select Role : Manager

 Select : Employee

 Check the Employee Claim


Records Status (Pending Approval,
Approve & Rejected)
Mobile Claim – Claim Status (View On Behalf)

 Select “Claim Status”

 Select Role : Manager

 Select : Employee

 Check the Employee Claim Status

You might also like