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How to Manage Manager Claims

Overview​

This guide walks you through creating, updating, and deleting manager claims within the Payroll Workspace. You’ll learn how to access the Manager Claims page, create a new claim, and manage existing claims efficiently. The feature enables managers to record and track their own claims while maintaining visibility of their team through the My Team card.

Prerequisites​

  • Access to the Payroll workspace platform
  • Manager role or appropriate permissions

When You Need This​

  • Recording reimbursement or expense claims for managers
  • Updating the details of an existing manager claim (e.g., amount or category)
  • Removing claims that are no longer valid or applicable
  • Viewing claim statuses and related details

Step-by-Step Instructions​

Step 1: Access the Manager Claims Page​

  1. Log into your Organogram Payroll workspace at payroll.organogram.app.
  2. From the left-hand sidebar, click "Manager".
  3. Under the Manager section, select "Claims".

Manager Claims Page

On the Manager Claims page you’ll see:

  • A My Team card displaying all employees under the payroll system.
  • A "+ Add New" button at the top right to create a claim.
  • A message that says "No content found" if no claims exist.

Step 2: Create a New Manager Claim​

  1. On the Manager Claims page, click the "+ Add New" button.
  2. The "Create Claim" form will appear.

Manager Create Claim Form

Fill in the following fields:​

  • Employee – Select the employee submitting the claim (dropdown list).
  • Effective Date – Choose the date using the datepicker for when the claim takes effect.
  • Category – Select the claim category.
  • Amount – Enter the claim amount.
  • Remarks – Add any notes or comments.
  1. After filling in the details, click the "Save" button.
  2. A notification will appear: "Claim created successfully".
  3. The newly added claim will now display in the Manager Claims Table.

Manager Claim Table

Step 3: View a Manager Claim​

  1. Locate the claim you want to view in the Manager Claims Table.
  2. Click the three-dot menu icon (⋮) on the right-hand side of the row.
  3. Select "View".
  4. A full-screen details dialog will open, showing:
    • Amount
    • Effective Date
    • Status
    • Submission Date
    • Batch
    • Category Name
    • Category Description
    • Taxable (Yes/No)
    • Remarks

Manager View Claim Details

Step 4: Edit a Manager Claim​

  1. Locate the claim you wish to edit in the Manager Claims Table.
  2. Click the three-dot menu icon (⋮) on the right-hand side of the claim row.
  3. Select "Edit".
  4. The Edit Claim form will appear, pre-filled with the current details.

Manager Edit Claim Form

  1. Update the necessary fields (e.g., amount, category, or remarks).
  2. Click "Save".
  3. A confirmation notification will appear: "Claim updated successfully".

Step 5: Delete a Manager Claim​

  1. In the Manager Claims Table, click the three-dot menu icon (⋮) on the entry you want to remove.
  2. Select "Delete".
  3. A confirmation dialog will appear asking if you’re sure.
  4. Click "Yes" to confirm.
  5. The claim will be deleted, and a notification will appear: "Claim deleted successfully".

What You’ll See​

  • The My Team card shows all employees assigned under the manager in the payroll system.
  • Claims are displayed in a structured Manager Claims Table, with clear statuses.
  • Managers can create, view, edit, and delete their own claims directly.