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How to Setup Claims Policy Groups
How to Setup Claims Policy Groups

Step-by-step guide on creating your policies and approvers for different groups of employees. Claims Approval Flow. Claims Approval Structure

Danial avatar
Written by Danial
Updated over a week ago

Below, you'll find responses to frequently asked questions that we often encounter:

  1. How can we customize approval workflows for specific group of employees?

  2. What steps are involved in configuring and managing approval policies?

  3. I wan't to set up policy and approvers for different group of employees, how do I do that?

Welcome to the Claims module, the latest feature in Talenox designed to make managing expenses easier for everyone.

This 8-part walkthrough will guide you on the following:

You are currently at Part 6 of this 8-part guide - showing you the steps to set up policy groups and approval flows for your company. 😄

Great news! Admins can now set policy groups and approvers for different groups of employees.

Setting up Policy Groups

1) Head over to Claims > Policy Groups


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2) Click on Create New Group

3) Follow the Steps to create group:

Step 1: Title & Currency: Name your group, set currency and description.

Step 2: Employees: Select employees under this approval & policies

Step 3: Policies: Select expense policies for this group.

Step 4: Approval Flow: Select approvers and set approval levels.


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4) Step 1: Title & Currency: Name your group, set currency and description.

5) Step 2: Employees: Select employees under this approval & policies

Click on Add/Edit Employees

6) Search for the employees to be assigned to this policy, or mark their checkbox to include them to be assigned:

7) Step 3: Policies: Select expense policies for this group.

Click on Add/Edit Policies

8) Select the Expense Group Policy that you want to assign to this and click Save

9) Step 4: Approval Flow: Select approvers and set approval levels.
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Click on Add New Flow to create your own new Approval flow:

10) Here you can set up the following:

  1. Conditions/Limit - This flow will apply to expenses starting from your minimum amount to maximum amount of the expense.

  2. Approval and Confirmation

    1. Select type of approval:

      1. Single/Multi-level approval - Assign one or more approval levels

      2. Admin only - Only Admins can approve/reject claims

      3. Auto-approval - Claims will be approved automatically

    2. Select type of confirmation:

      1. By Admin - Approved claims will go through a confirmation step by Admin

      2. Auto-confirmation - Approved claims will be confirmed automatically for payroll processing

Setting Up Single/Multi-level Approval

If you have selected Single/Multi-level Approval under Approval and Confirmation to assign more approval levels, you can click on this link for further steps:

That's all you need to do! 😎

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