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Basics - Getting Started on Main Event
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Claims
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Claims
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Deleting Primary Claims
Deleting Claims is a role permission that we recommend granting to only a very few people in your organization. It’s pretty much the only action on this system that grants one user the ability to remove another user’s submitted claims and could ...
Approving Claims
If your program includes payroll, you may need to approve staff expenses and claims. Let’s outline what those functions look like on MainEvent. T&E Approval Index The primary location for actioning claims is the T&E Appro...
Claim Types
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: ...
Claim Admin
Claims exist on all levels of the admin in MainEvent. This allows you the flexibility to set up claims globally and tailor them to meet the needs of each Client and Program thereafter. Claim Types Claim Types are the titles for specific cl...
Pay Periods
If you have payroll enabled on your MainEvent site, you’ll need to configure your Pay Periods. This will make sure that your staff are paid on time. Pay Periods are set on the Global level. It is not possible to have varied pay periods across dif...
Claim Exceptions
Claim exceptions allow you to set limits on how large of a claim can be submitted without a warning to staff. They create limits on what you're willing to pay someone for a specific claim type without special scrutiny. Claims beyond the exception ...
Claims Overview
The Claims Overview allows you to see a year to year view of your payroll periods in MainEvent. Defaulting to the current year, view the payroll period status, start and end dates, lock date, pay date, as well as the number of pending and approved...
Global Claims Index
From either the global or client level, the Claims Index allows you to view all claims in one place. Global Claims Index To get a global view of all claims on your MainEvent site, the best place to start is the Global Claims Index. So let’s fi...
T&E Approval Index
T&E Approval Index The primary location for actioning claims is the T&E Approval Index page. This index will allow you to complete all actions needed for all claims submitted for your approval. To access the T&E Approval Index, go to ...