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Claim Requests

Submit a Claim

To submit a claim, your payroll administrator must have enabled this feature. If you would like to submit a claim, but the steps below are not available, please contact your payroll administrator, and request that they enable this feature.

Once the feature is enabled, you can submit a claim as follows:

  • Click on Requests > Claim Request (under Submit a new request).
  • Select the claim request that you wish to submit, e.g. Expense Claim.
  • Complete the fields, and click Next.
  • Click on Upload new files next to Supporting Documents (if applicable) if you wish to provide documents to support your claim, e.g. a receipt.
  • Enter an optional message for the approver if you wish to provide additional information on what the claim is for.
  • Click Save.

View a Claim

To view a claim:

  • Go to Requests.
  • Navigate to the request that you submitted.
  • Click on the status for the request.

You can then view the request, add additional supporting documentation or comments – if the request is still pending, or view responses from the approver under Recent Activity.

Cancel a Claim

To cancel a claim:

  • Click on Requests.
  • Navigate to the request.
  • Next to Pending (under the Status heading), click on the Cancel button. Please note that the status must be Pending in order to cancel the request. If a request has already been approved, and you wish to cancel it, you will need to contact your payroll administrator.