Component documentationAdvanced Claims - Employee Self-Service

 

This component enables:

  • Employees to create and process the following type of requests:

    • Claim request

    • Advance request

    • Claim against Advance

    • Application

    • Claim against Application

    • Encashment

    • Application Cancellation

    • Advance Repayment

    It also enables employees to display and edit existing claims and advance requests.

  • Approvers to display, change, reject or approve the above mentioned requests.

Features

  • Request creation and approval

    Using this component the employees can create requests through a web application in the Enterprise Portal. On request creation, the system initiates the workflow, and the relevant approvers receives notification about an employee’s request through the workflow link in his or herUniversal Worklist. The approver can use the workflow link to access the request and perform the required action on it.

  • Request types

    Employees can create the following types of requests:

    • Claim request

      A claim request is a request to create a claim.

    • Advance request

      An advance request is a request to get an advance. For some reimbursements types, employee can take part of the claim amount in advance based on the Customizing data.

    • Claim against Advance

      Claim against Advance is a claim request that you create to settle an advance request. You can customize the Advanced Claims functionality, so that for some reimbursements types, employees can take advance and can later on create a claim against advance request to settle the advance amount.

    • Application

      Application is a request to seek permission for travel. You can Customize the Advanced Claims functionality, so that employees need to create an LTC application and get it approved before they can avail LTC.

    • Claim against Application

      Claim against Application is a claim request against an approved application. You can Customize the Advanced Claims functionality, so that employees need to create an LTC application and get it approved before they can avail LTC. The employees can then create a claim request against this application to claim the expenses.

    • Encashment

      Encashment is a request to encash Leave Travel Concession (LTC) or any other reimbursement type based on the Customizing data.

    • Application Cancellation

      Application Cancellation is a request to cancel an approved application.

    • Advance Repayment

      Advance Repayment is a request to return the unused advance amount to the company.

  • Multiple line item

    For some reimbursement types, you need to capture data in multiple lines. In such cases, you can customize the Advanced Claims functionality to display multiple lines for storing request details. This enables:

    • Employees to specify details of different items in different lines. The employees can also specify the break up of the total claimed amount for different bills.

      For example, an employee creates a request for medical reimbursement. You can customize the Claims functionality such that the :

      • Employee can specify details of his or her bills, including the dependents bills, in separate lines.

      • Employee can provide required details like Consultation fee or Cost of medicine for each bill or expense.

      • System sums up the various amounts that employee enters, and displays them as the total claimed amount.

    • Approvers to review the details, approve a particular line item with or without changes, or reject the same.

  • Dependent details

    You can customize the Advanced Claims functionality to display dependent detail at multiple line level or header level. You can also configure the details which should be visible to approver and one for employees.

  • Infotypes update

    The system updates infotype records for the approved requests. It updates the following infotypes based on the type of the requests:

    • Loans infotype (0045) for advance requests having payment mode as regular or off-cycle.

    • Loans Payments infotype (0078) for claim requests created against an advance request and having payment mode as regular or off-cycle.

    • Additional Payments infotype (0015) for claim requests:

      • Created against an advance and having payment mode as regular, off-cycle

      • Not created against an advance and having payment mode as regular

    • Additional Off-Cycle Payments infotype (0267) for:

      • Claim requests not created against an advance and having payment mode as off-cycle

      • Advance requests having payment mode as off-cycle

    • Exemption infotype (0582) for claims and advance requests that have tax exemption.

  • Claims disbursal

    After successfully updating claims and advance relevant infotypes, the system sends a mail to the employee to notify him or her of the status of the request. The claim approval process is complete and the system disburses the required amount to the employee through payroll.

    Note Note

    To enable the system to send mail to the employee, maintain the following in the Communication infotype (0105) for all employees:

    • System user name in subtype 0001 (System User Name SAP System (SY-UNAME)).

    • E-mail address in the subtype 0010 (E-Mail).

    End of the note.

  • Reports

    The system provides the following reports to enable processing of Advanced Claims:

More Information