Claim Template

Our template is fully customizable, and you can create more than 1 template to fulfil different needs.

Create a Claim Template

1. On the left menu, choose Setting > System Setting. Expand Designer Tool tab and choose Template. Click on Clone button from standard Xin Claim Template.

2. Enter a name for your template and choose Save Changes button.

Design a Template

1. Click on Design button from the template.

2. Refer Template/Report Designer for more information about the functionalities in the designer.

Use a Template

1. To set your template as a default selected template to be used most of the time, click Edit button from the template. Choose the option This is default selected template and save the changes.

2. To remove any unwanted template, click the red Delete button from the template.

3. To deactivate any template, click Edit button from the template. Unselect the option This is active Template and save the changes.

4. To preview the template, click the green Preview button from the template.

5. To assign the template to each Employee, go to Database > Employee, open the employee profile, select the template from Default Template for Claim.

6. The employee can view, download and print the Claim using this template from HR > Claim. Click the green Download button from the Claim. Please note that only approved claim can be downloaded.

7. System admn also can view, download and print the claim from all employees from HR > Claim > Listing.