Managing employee claim requests and ensuring every request gets fair treatment are challenge. Timely measurement, monitoring, and approval of claim requests are major factors that impact employee engagement directly.  

Not an easy task, we agree, but what are the solutions? Is it hiring multiple HR personnel and increase the cost to the company? Is it investing in software that would charge fortune for such HR requirements? 

The answer lies throughout the blog. Give it a read and understand how smart payroll system works, steps to ensure smooth business travel claim management, and how much they cost.  

Steps to Submit, Track, and Manage Travel Claim Requests

Here are the following factors that advanced online HR management software  

1. Submitting a Travel Request 

Employees often need to commute for official visits, including meeting with clients, etc. Therefore, the transportation cost often gets reimbursed with company. And this step gets smoothly done with advanced cloud based payroll software like Kasturi HR. That’s how you can submit a travel submit- 

Log in to the HRMS portal with your credentials 

  1. Log in with your official email address and password.
  1. Go to “Travel Submit” option.
  1. Click on “Apply Travel Request” as shown in the image below.
Apply Travel Request through Kasturi HR
Apply New Travel Request
  1. Fill-in the required details like-
Apply for Employee Travel Requests
Fill-in Required Travel Request Details
  • Project Name 
  • Trave Duration 
  • Mode of Transport 
  • Advance Amount (INR) 
  • Purpose of Visit 

5. Click Submit to send the request for approval.  

Once you update the portal with required details, the request appears on the dashboard for tracking, as shown in the image below. 

Employee Travel Claim Requests Status
Check Travel Request Status

Further, the best HRMS payroll software for SMEs like Kasturi HR provides complete transparency to employees on stat 

2. Tracking Travel Request Status 

Once the travel request is submitted, employees can easily track the status in real time. Once you’re proceeding with checking the Travel Request status, click on the “Travel Claim” status.  

The online HRMS shows the following details-  

  1. After uploading required details, employees get to track the status using the “Filter” option.  
  2. Under “Select Status,” they can view the approved, rejected, or in-progress status of their travel claims.  

3. Managing Non-Travel Expense Claims 

Another major factor which is important in managing employee claim requests are “General Claims,” which are for other tasks that involve monetary expenses on things other than travel commute. Such claims and requests are managed under General Claim section. Steps to Submit a General Claim: 

  1. Navigate to the General Claim section. 
  1. Click on “Add General Claim.”
  1. Fill in the required details 

Claim Type, Claimed Amount (INR), Mention Date, Project (Optional), Description, and Upload supporting documents to the advanced cloud based payroll software.  

  1. Click “Apply Now” to submit the claim. 

Note: An employee can easily follow the mentioned steps to submit and track their travel and general claim. Read the steps to create employee profile online for detailed insights.

Impact Features of Smart Payroll System Make on Employees 

Here is the major impact that online HR management software with transparency makes on employees: 

Employee Satisfaction 

Once you provide them transparent tracking and monitoring of their travel and general claim requests, they feel satisfied with HR department. It is a major factor that companies should focus on while implementing employee claim requests management processes. 

Increased Engagement 

Once the company ensures fair and transparent practices in managing employee claim requests, employees feel heard and respected in the company. The best HRMS payroll software SMEs play a vital role in increasing employee engagement.  

Promotes Employee Self-Service 

These tools promote employee self-service where HR intervention gets reduced, and it strategic tasks can be focused effectively. Additionally, it lets HRD to shift their focus from administrative tasks to important tasks.  

Boosted Productivity 

For every organization, collaborative growth, productivity, and employee contribution are required. Cloud based payroll software like Kasturi HR ensures employee claim requests are managed transparently, enhancing overall productivity and overall company’s growth.  

Final Thoughts 

In conclusion, it is right to mention that employee self-service is crucial for advanced HRMS software. If you are eager to know the steps to add a new request about your office/official travel, read the guide thoroughly. Additionally, for more information about employee claim requests management and using smart HR management software, connect with the experts of Kasturi HR. The software caters to all your HR requirements, streamlining operations and automating complex tasks, like payroll processing.