How do I replace the Claims Approving Manager if he/she is away or has resigned?

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Background:

Currently there is no replace manager function in Claims module. If the manager is resigned, Personnel Administrator have to assign new manager for the employee (Refer to xxx to assign new manager). Claims Administrator/employee have to cancel the pending Claims application and resubmit a new application.

However, there is Claims Delegation function for the manager to delegate the approval to another manager while he/she is away.

How to:

  1. Login as a Manager. Refer to Applicable Roles on the necessary roles to access this function.
  2. Go to Claims -> My Staff Claims -> Claims Delegation.
  3. Tick the checkbox to turn on the delegation.
  4. Input the date range.
  5. Enter the delegated manager name/ID, select from the dropdown then click on the Save button.

Applicable Roles:

  • Claims Manager

Supported on:

Web portal only

Last Updated On July 03, 2019