AutoCount Payroll

AutoCount eClaim : Claim Entitlement

Manage employee claim entitlements with ease using AutoCount HRMS. HR teams can monitor eligibility and limits in real time, ensuring accurate claims and better cost control.

What is Claim Entitlement?

Claim Entitlement in AutoCount eClaim lets your company define which types of expenses employees are allowed to claim, how much they can claim, and under what rules — all based on things like role, department, seniority, or company policy. It ensures clarity and fairness in your expense process.

Features of Claim Entitlement

Explore the essential features that help HR teams control claim entitlements and ensure policy compliance.

  • Admins can easily create and manage Entitlement Groups to categorize employees based on different benefits or entitlements.
  • Configure entitlements based on employees’ roles, seniority, or departments, and set rules for how these entitlements are allocated.
  • Once an Entitlement Group is configured, the system automates the distribution of claim entitlements, making it seamless for employees to access what they are entitled to.
  • Employees can submit claims directly through the eClaim system, which ensures the process is streamlined and efficient.
  • Set specific rules such as claim limits, rollover policies, and eligibility criteria.
  • For example, you can define the maximum amount of claim entitlement an employee can use annually or configure rules based on their tenure with the company.
  • The system provides an approval flow for claims submitted by employees, allowing managers and HR to review and approve claims before they are processed.
  • The approval process ensures that all claims are justified, and entitlements are used according to company policies.

How to Set Up Claim Entitlement

Learn how to configure employee claim entitlements accurately for smooth and compliant claim management.

1

Go to Tools > Entitlement Group under User Settings to begin configuring claim entitlements for employees.

Screenshot showing AutoCount HRMS main menu with “Claim Entitlement” highlighted
2

Identify the Entitlement Group that you want to set claim entitlements for, then click the pencil icon to edit the selected group or use Add New button to add new Entitlement Group.

This step allows you to define different claim rules for different groups of employees, such as management staff, operational staff, or contract employees.

Screenshot of the list of entitlement groups with a pencil (edit) icon highlighted
3

Inside the Entitlement Group, navigate to the Claim Type section and click Add Detail.

This allows you to add a new claim type to the entitlement group, such as Medical, Mileage, Meal Allowance, or other company-defined claim categories.

Screenshot highlighting the “Add Claim Detail” button within the selected entitlement group
4

Select the claim type you wish to add and enter the required entitlement details, including:

Once all details are entered, click the diskette icon to save the claim type settings.

Screenshot showing the “Claim Type” dropdown and input fields for Yearly, Monthly, Per Visit, or BF Amount
5

After completing all claim settings, click the Save button at the top right corner of the screen to apply the changes.

The claim entitlement will take effect once the Entitlement Group is saved, and employees under this group will be able to submit claims based on the configured limits. Payroll users can also cancel a claim and check its approval status if needed.

Screenshot showing the save button being clicked to confirm all changes

Benefit of using AutoCount eClaim for Claim Entitlement

Efficiency

By automating the process, it reduces paperwork, manual calculations, and errors.

Transparency

Both employees and managers have a clear view of available entitlements and used claims.

Flexibility

Admins can easily modify entitlements and add new claim types as business needs change.

Integration

Seamlessly integrates with AutoCount HRMS and Payroll systems, ensuring accurate and timely processing of claims.

Common Use Cases

Leave Claims

Employees can submit leave requests, and the system automatically deducts it from their available entitlement.

Medical Claims

Admins can set up a separate entitlement for medical claims and easily track usage.

Bonus or Allowance Claims

Easily configure specific claims for bonuses or allowances that employees are entitled to based on their tenure or role.

Conclusion

Claim Entitlement in AutoCount eClaim brings clarity, control, and automation to your company’s expense claim process. It ensures that employees know exactly what they’re eligible for, while managers and HR teams get built‑in checks, entitlements, and approval workflows that follow policy rules, all without piles of paperwork or manual calculations. With clear limits, customizable rules, and integrated approval tracking, you get a faster, fairer, and more transparent claim experience from start to finish.

Frequently Asked Questions

How do I enable eClaim for an employee?

Admins must enable the eClaim module first in the employee’s settings before they can access claim features.

Yes! You can configure rules and limits based on roles, departments, or employee groups so each group follows its own claim policy.

Yes — upload images or files when submitting a claim, and they stay linked to the claim record for review.

Get started with AutoCount Payroll for free!

Unlock all AutoCount Cloud Payroll features for free and then think carefully which plan is best with your business needs.

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