Create claim categories that fit your business

Every company has different reimbursement needs. While Officaid's system claim types cover the basics, you may need additional categories for training costs, professional subscriptions, uniforms, or other company-specific claims. Creating custom claim policies lets you track these properly and give employees clear options when submitting claims.

How to Add a Claim Policy

1. 1 Navigate to Team from the left sidebar.
2. 2 Click Claims from the submenu.
3. 3 Click the Claim Policy tab.
4. 4 Click the + Add Claim Policy button in the top right corner.
5. 5 Complete the Add Claim Policy form.
6. 6 Click Save to create the claim policy.

The Add Claim Policy Form

When creating a new claim policy, you will configure the following fields:

• Claim Type is the name that appears in dropdowns when employees submit claims. Choose something clear and recognizable.
• Description provides additional context about what this claim category covers. This helps employees understand when to use it.
• Max Per Claim (SGD) sets the maximum amount allowed for a single submission. Leave empty for unlimited.
• Max Per Month (SGD) sets the total monthly limit employees can claim in this category. Leave empty for unlimited.
• Applies to All toggle determines whether all employees can submit claims for this type.
• Receipt required toggle specifies whether employees must upload documentation when submitting claims.

Setting Claim Limits

Limits help control claims and prevent excessive submissions:

• Per claim limits cap individual submissions. An employee cannot submit a single claim exceeding this amount.
• Monthly limits cap total spending. Even if individual claims are within limits, the employee cannot exceed the monthly total.
• Unlimited means no cap. Leave the field empty if you do not want to restrict amounts.

You can set one limit, both limits, or no limits depending on your policy.

Applying to Employees

The Applies to All toggle controls who can use this claim type:

• On makes the claim type available to every employee. They will see this option when submitting claims.
• Off hides the claim type from the default employee view. Use this for claim categories restricted to specific roles or teams.

Receipt Requirements

The Receipt required toggle determines whether employees must attach documentation:

• On requires employees to upload a receipt when submitting claims for this type. Claims cannot be submitted without documentation.
• Off makes receipts optional. Employees can submit claims without attachments.

Requiring receipts creates a clear audit trail and helps verify legitimate claims. Consider which claim types warrant mandatory documentation based on typical amounts and risk.

Example: Creating a Training & Development Policy

Here is how you might create a policy for training and professional development:

• Claim Type: Training & Development
• Description: Courses, certifications, workshops, and professional development materials
• Max Per Claim: 500.00
• Max Per Month: 1000.00
• Applies to All: On
• Receipt required: On

This allows employees to claim training costs up to $500 per submission with a monthly cap of $1,000, and requires receipt documentation for all claims.

After Creating the Policy

Once saved, the new claim policy appears in the Claim Policy table with a Custom category label. If Applies to All is enabled, employees will immediately see this option when submitting claims through Me → My Claims.

Frequently Asked Questions

What's Next?

Learn more about managing claim policies:

• Editing a Claim Policy covers modifying existing settings.
• Understanding Claim Types explains system vs custom categories.
• What are Claim Policies provides background on claim controls.