Introduction
Administrators can create Claim Types and Claim Statuses to be used in the Ready Recruit product!
This guide will show you some useful features to help you set up Claim Types and Claim Statuses on the Ready Recruit Product!
Quick Navigation
- Creating a Claim Type
- Creating a Claim Status
- Editing or Deleting a Claim Type
- Editing or Deleting a Claim Status
Creating a Claim Type
Click on the Admin Settings dashboard icon from the left-hand side navigation panel.
In the Finance Settings section, click on Claim Types.
To create a New Claim Type, click the Add button next to New Claim Type
The New Claim Type modal will appear with the following fields
- Name- Name of the Claim
- Code- Claim Type code
- Amount- Amount to be paid by claim
- Description- Description of the claim
- Completion Claim Type?- Tick this box if the claim is to be paid upon completion of Qualification
- Calculate Due/Expiry Dates?- Tick this box if you would like to automatically calculate dates when the claim is added
- Due after(months)- Amount of time in months the claim is due after
- Enabled- Tick this box to Enable the claim to be selected
Once the relevant information has been added click
The Claim Type is now completed! The Claim Type can be added in the finance section of the candidate profile page or when a qualification is added to the record!
Creating a Claim Status
Click on the Admin Settings dashboard icon from the left-hand side navigation panel.
In the Finance Settings section, click on Claim Status.
To create a New Claim Status, click New Claim Status in the top right of the window
The New Claim Statis modal will appear, name your Claim status and add a description if you like
When all relevant information is added, click
Claims statuses for -
- Due
- Future Payable
- Overdue
- Expired
will update automatically depending on the 'Claim Due Date'
The Claim Status is now created! Claim Statuses are used to track the status of a claim in the finance section of the candidate profile page or when a qualification is added to the record!
Editing or Deleting a Claim Type
To edit a Claim Type, click the edit button next to the Claim Types name
Update the Claim Types information and click
The Claim Type is now updated! This feature is useful if the amount for a claim has been raised or lowered. It allows you to edit the claim instead of having to create a new one from scratch and reapply it to everyone!
To delete a Claim Type, click the delete button next to the Claim Types name
This will create a prompt, click OK to delete this Claim Type
The Claim Type is now deleted!
Editing or Deleting a Claim Status
To edit a Claim Status, click the edit button next to the Claim Statuses name
Update the Claim Statuses information and click
To delete a Claim Status, click the delete button next to the Claim Statuses name
This will create a prompt, click OK to delete this Claim Status
The Claim Status is now deleted!