Claim Types
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Claim Types

  • Dark
  • PDF

Article summary

If you’ve got staffing enabled, you may have payroll enabled as well. And if you have payroll enabled, you likely have some people who are looking to get paid. And if you have people wanting to get paid, you need to know why you’re paying, Enter: The Claim Type. Claim Types allow your users to submit specific claims under specific headings so you know what you’re paying for.

Global Setup

Setting up Claim Types in MainEvent starts at the beginning, or at least in the Global page of the Admin section. To get there, click Admin in the navigation bar and select View.

This will bring you to the Global Admin page. In the menu on the left, under the Claims header, select Claim Types.

OR, since you just arrived on the page, you can look at the first section and see that you’re already there! Claim Types are the first section on the Global Admin page. No clicks needed.

Looking at the Claim Types section, you’ll see all pre-existing Claim Types listed here. To add a new Claim Type, click the green Add Claim Type button in the upper right of the box.

This will load the Claim Type Details page. Here’s where you’ll put in the details related to your new claim type. First, you’ll need to name the Claim Type. This is what your staff will see in their Claim Type dropdown in the Staff Portal, so being as clear and specific as possible is best.

Next, you’ll select the Claim Category. This is a dropdown with three options: Time, Amount, Distance. Time refers to time-based claims, like an hourly wage, admin time, conference calls, setup time, etc. Amount means exactly that, the claim will be for a single amount. This could be recompense for Supplies, Parking Fees, or Gas. A Distance claim is one based around mileage. If your staff are paid for mileage or travel, this is where you’ll park those claims.

The following two fields are Budget Code and Pay Code. Those are for you to use if you need them for your own payroll use. They are not necessary to set up a Claim Type in MainEvent.

Next, you’ll set the Active Status for the Claim Type. You can set it to Active or Inactive. Active means your staff will see it, inactive saves it for another day. The default is to Yes.

Allow for Submission of Receipts Against Claim Type for Secondary Claims lets you to determine which claims you want to have users upload a receipt for. Sampling Supplies, Gas, Tolls, or Parking are examples of Claim Types that may require a receipt included. This field defaults to Yes.

The final initial field is Auto Approve. Toggled to yes, any claim submitted under this type will be automatically approved for payment. Toggled to no, the claim will need to be manually approved. This section is defaulted to No.

If you’re setting up an Amount claim type, that’s it! You’re done. If you’re setting up a Time or Distance claim, you’ve still got some work to do.

For Time and Distance Claims, you’ll need to set the Default Amount. This is the base amount that any claim of these types will default to if no overrides are put in place. This would be the base pay.

Next, you have the option of adding in per state minimum rates, as well as Next Rate and Next Effective Date per state. If you know that there’s a minimum wage increase coming in a specific state, put that here and let the system know in advance when those changes are coming.

If you pay different rates per state, you will want to complete these fields. If your pay scale is universal, these fields are optional.

Once you have added all the necessary detail in, click Save at the top of the page.  If you need to add more Claim Types, click Save & Add Another.

Your new Claim Type will now be included in the list. To make changes, you can click Edit. This will allow you to alter any details about any claim type. If you added a type that is not needed and has not had any claims submitted against it, you may remove it from the system by clicking Delete.

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