- 3 Minutes to read
Global Claims Index
- 3 Minutes to read
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 find out how to get there, shall we?
You begin this journey as you begin most any on MainEvent, at the navigation menu. Click Claims in the global navigation menu and select Claims Index.
This will bring you to the Global Claims Index. For more information about index pages and their functionality, please check out our article here.
The claims index will, as we’ve now stated three times, display all your claims. But what details can you glean about those claims? The default columns are: Payroll ID, Month, Quarter, Event, Event Date. Expense Date, Payee, Status, Receipt, Location Name, Program, Region, Units, Unit Rate, Amount, Agency Fee Percentage, Amount with Fee, Pay Date, Payroll Period End Date, Category, Type, Submission Time, Attestation Time, Approver, Claim Comments, Pay Department Comments, Approved Note, Declined Note, Claim Description, Parent Chain, Chain, Street Address 1, City, State/Province, Postal Code, Supervisor, Hours Variance, Vendor Name, No Receipt Explanation, Transaction Date, and Route Segment.
If that’s not enough info for you straight out of the box, there are also the following options to add in if you need them: Claim ID, Payee Last Name, Position Type, Event ID, Approved Time, Processed Time, and Exception.
So, that’s a lot of information. Let’s break it down.
The ID used by your payroll system to assign the claim to the person getting paid
The month that the claim was submitted
Q1, Q2, what quarter of the year was the claim submitted.
Links to the event that the claim was made against
The date that the event took place
The date the expense was incurred
The person making the claim
The status of the claim (Submitted, Approved, Withdrawn, Paid)
An image file of an uploaded receipt
The name of the venue at which the event took place
The name of the program under which the event is assigned
The region within the market hierarchy under which the event falls
A multiplier of the Claim Rate. If the claim is being made for 8 hours of time, it’s 8 units. If the claim is being made for parking, it’s one unit
How much each unit claimed is worth (hourly rate, etc).
The total amount being claimed. Could be the same as the unit rate, could be different
Agency Fee Percentage
The percentage fee charged by a staffing agency (if used)
Amount with Fee
Total amount of the claim with the agency fee included
What day the payee will get paid
Payroll Period End Date
The last date of the payroll period under which the claim is included
The umbrella category under which the claim is organized (time, distance or amount)
The actual claim type (hours worked, expense, mileage, gas, etc)
What time the claim was submitted to the system
Only available to programs using claims attestation. What time the staff user submitted their attestation.
The name of the management user who approved the claim
Pay Department Comments
Any comments from the folks at payroll
Any comments made when approving the claim
The note assigned when declining the claim
A manually entered or system generated message outlining the claim
Parent Location Chains allows you to create nested chain entries so that subsidiary chains can be tied to their parent chain (ie. Walmart = parent, Sam’s Club, Neighborhood Market, Walmart Superstore = chain)
Subsidiary chains nested within a Parent Chain
Street Address 1
The main street address for the event venue
The city within which the event venue is located
The state or province within which the event venue is located
The zip or postal code for the event venue
The supervisor assigned to the staff user
The amount of time difference between the primary time-based claim and the hours for the shift
The name of the vendor who sold the goods being claimed
No Receipt Explanation
The reason given for being unable to attach a receipt with the claim
The date that the expense was incurred
Which portion of the travel route is the claim being submitted for
The unique ID assigned to the claim
Payee Last Name
The last name of the person who will receive payment from the claim
The position type assigned to the shift that the claim is submitted against
The unique ID for the event the claim was submitted for
The timestamp for when the claim was approved
The time that the payroll company processed the claim for payment
The reason why a claim was approved when it may not strictly fall within the standard limits/regulations