Introduction
Users can Create and Edit Claims in the Ready Recruit product!
Follow the steps below to Create and Edit Claims within a Placement Record
Quick Navigation
Creating a Claim
Navigate to the Placement Record
In the information storage panel, click on Finance
Click on the Claims Tab
To create a Claim, click the Add button next to Claims
The Add Claim modal will appear with the following fields
- Qualifications - this area is populated based on the existing qualification details added to a candidate record (if more than one qualification exists against a record, select the relevant one from the drop-down)
- Claim types - select the claim types to add (you can select more than one)
then click
The Claim will now be added to the Placement Record!
Claim Status - will change depending on the 'Claim Due Date'
- Future Payable - Claim Due Date is in the future
- Overdue - Current date is after the claim due date
- Due - Current date is the due date of the claim
- Expired - Current date is past the expiry date
Note: Due Date is calculated based on 'Qualification Start Date + Due Date set on Claim Type'
Editing a Claim
To edit a Claim, click the Edit button next to the relevant Claim
The Update Claim modal will appear
Update the relevant information then click
The Claim is now updated!