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Human Resource: Create a new claim type and claim policy in the Human Resource module

How do I add a new claim type?

Updated over 3 weeks ago

To create a new claim type and claim policy in Access EasyPay, please follow the steps below:

Claim Type

  1. Go to Human Resources, Setup.

  2. Go to Claim, Claim Type and click New.

  3. Enter the Claim Type ID, Range Basis, and Pay Element ID for linking to Payroll.

  4. In the General tab, select Limit per cycle.

  5. Go to the Details tab and click New.

  6. Select ??? as a category, select No Co Payment and click Save.

Claim Policy

  1. Go to Human Resources, Setup.

  2. Go to Claim, Claim Policy and click New.

  3. Enter the Claim Policy ID, Range Basis, Description and click Save.

  4. Click the plus icon to add the claim type ID.

  5. Click the right icon to save the record.

  6. Click the Cycle tab to add the claim cycle and amount limit per cycle if necessary.

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